← All themes Semiconductors

Analog & Power Semis

Analog and power semiconductors manage voltage, current, and real-world signals rather than running software. Demand tracks industrial capital spending, vehicles, and grid equipment instead of the computing cycle.

27 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1626	Atwood & Palmer Kansas City, Missouri	$47K	$0	2	0.01%	Maintained
1627	Auxier Asset Management Aurora, Oregon	$47K	$0	1	0.01%	Maintained
1628	Carson Wealth (CWM LLC) Omaha, Nebraska	$44K	-$134K	4	0%	Reduced
1629	AF Arrow Financial Glens Falls, New York	$43K	+$10.2K	1	0.01%	Increased
1630	TFO Tarbox Family Office Newport Beach, California	$41K	+$1.73K	3	0.02%	Increased
1631	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$41K	+$39K	1	0.03%	New
1632	MCA Mercer Capital Advisers Little Silver, New Jersey	$40K	$0	1	0.03%	Maintained
1633	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$36K	+$14.8K	1	0.03%	Increased
1634	ACM AUA Capital Management Camp Hill, Pennsylvania	$35K	$0	1	0.04%	Maintained
1635	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$34K	-$104K	2	0.01%	Reduced
1636	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$34K	+$9.8K	3	0.03%	Increased
1637	Brinker Capital Investments Berwyn, Pennsylvania	$30K	$0	2	0%	Maintained
1638	PSC Prentiss Smith & Co Brattleboro, Vermont	$30K	$0	1	0.02%	Maintained
1639	BWM Baystate Wealth Management Boston, Massachusetts	$29K	-$4.97K	4	0.01%	Reduced
1640	NCM Nelson Capital Management Menlo Park, California	$28K	+$17.3K	2	0.01%	Increased
1641	PA Perennial Advisors New York	$28K	$0	1	0.02%	Maintained
1642	RFM Royal Fund Management Lady Lake, Florida	$26K	$0	1	0.01%	Maintained
1643	New England Asset Management Farmington, Connecticut	$25K	-$170K	1	0%	Reduced
1644	HCM Horrell Capital Management Little Rock, Arkansas	$24K	$0	1	0.01%	Maintained
1645	SAM Solaris Asset Management New York	$23K	+$20.3K	2	0.02%	Increased
1646	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$21K	+$2.01K	3	0.01%	Increased
1647	HS Horan Securities Cincinnati, United States	$21K	+$21K	2	0.02%	New
1648	Avior Wealth Management Omaha, Nebraska	$20K	$0	3	0.01%	Maintained
1649	Vigilant Capital Management Portland, Maine	$18K	$0	1	0%	Maintained
1650	WC Whitnell & Co Oak Brook, Illinois	$16K	+$15.5K	1	0.01%	New