← 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	NBT Bank Norwich, New York	$229K	+$210K	1	0.04%	New
1627	QC QCM Cayman Houston, Texas	$229K	+$233K	1	0.59%	New
1628	Capital Investment Advisors Atlanta, Georgia	$228K	-$15.5K	1	0.02%	Reduced
1629	FIMG Financial & Investment Management Group Traverse City, Michigan	$227K	$0	1	0.08%	Maintained
1630	EP Wealth Advisors Torrance, California	$226K	$0	1	0.03%	Maintained
1631	Everett Harris & Co Los Angeles, California	$226K	+$199K	1	0.01%	New
1632	PVWM Point View Wealth Management Summit, New Jersey	$226K	+$207K	1	0.11%	New
1633	Proficio Capital Partners Newton, Massachusetts	$226K	+$73.2K	7	0.09%	Increased
1634	Gemmer Asset Management Walnut Creek, California	$224K	+$553	10	0.09%	Increased
1635	RVM Robinson Value Management San Antonio, Texas	$224K	+$206K	1	0.21%	New
1636	SC Searle & Co Greenwich, Connecticut	$224K	+$206K	1	0.15%	New
1637	FI FormulaFolio Investments Grand Rapids, Michigan	$221K	-$585K	1	0.02%	Reduced
1638	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$220K	+$202K	1	0.08%	New
1639	JT Stratford LLC Gainesville, Georgia	$214K	+$196K	1	0.14%	New
1640	ZCM Zebra Capital Management Stamford, Connecticut	$213K	+$234K	1	0.07%	New
1641	Jacobs & Co San Francisco, California	$211K	+$194K	1	0.04%	New
1642	Park Avenue Securities New York	$211K	+$214K	1	0.07%	New
1643	MCF Advisors Covington, Kentucky	$210K	$0	3	0.04%	Maintained
1644	RIG Renaissance Investment Group Lenox, Massachusetts	$209K	+$195K	1	0.09%	New
1645	LBG Lloyds Banking Group London, United Kingdom	$207K	-$17.1K	1	2.07%	Reduced
1646	Schnieders Capital Management Pasadena, California	$205K	+$188K	1	0.09%	New
1647	RTS Round Table Services Westfield, New Jersey	$204K	+$208K	1	0.07%	New
1648	LCP Legacy Capital Partners Milwaukee, Wisconsin	$203K	+$186K	1	0.11%	New
1649	RW REDW Wealth Albuquerque, New Mexico	$203K	+$186K	1	0.17%	New
1650	Edgestream Partners Princeton, New Jersey	$201K	-$615K	1	0.11%	Reduced