← 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
1776	CF Centaurus Financial Anaheim, California	$3.93M	+$1.53M	5	0.15%	Increased
1777	1WA 180 Wealth Advisors Federal Way, Washington	$3.92M	+$127K	5	0.39%	Increased
1778	AT American Trust Lexington, Kentucky	$3.92M	-$1.13M	4	0.3%	Reduced
1779	MFS Mirabella Financial Services London, United Kingdom	$3.92M	-$12.6M	9	0.37%	Reduced
1780	Hills Bank & Trust North Liberty, Iowa	$3.91M	-$1.85K	3	0.17%	Reduced
1781	AWM Angeles Wealth Management Santa Monica, California	$3.9M	+$537K	3	0.18%	Increased
1782	LI Lafayette Investments Ashton, Maryland	$3.9M	-$896K	1	0.72%	Reduced
1783	CT Chicago Trust Grayslake, Illinois	$3.89M	+$175K	3	0.56%	Increased
1784	OL Optas LLC Austin, Texas	$3.89M	-$441K	6	0.54%	Reduced
1785	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$3.86M	+$10.3K	1	0.95%	Increased
1786	LI LRI Investments Palm Beach Gardens, Florida	$3.86M	+$232K	16	0.31%	Increased
1787	MIM Marco Investment Management Atlanta, Georgia	$3.85M	$0	2	0.25%	Maintained
1788	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.84M	+$32.5K	3	0.42%	Increased
1789	IAS Insigneo Advisory Services Miami, Florida	$3.81M	+$686K	3	0.14%	Increased
1790	EWM Elevatus Welath Management Victor, New York	$3.81M	+$2.96M	4	0.93%	Increased
1791	AGC ARP Global Capital Dubai,	$3.81M	+$3.44M	1	1.64%	New
1792	LWP LMG Wealth Partners Shreveport, Louisiana	$3.8M	+$1.89M	2	0.61%	Increased
1793	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$3.8M	-$5.4M	2	0.39%	Reduced
1794	PCM Palouse Capital Management Spokane, Washington	$3.79M	-$2.28M	1	2.37%	Reduced
1795	EWM EPG Wealth Management Atlanta, Georgia	$3.79M	+$167K	2	0.91%	Increased
1796	GC Guidance Capital Lousville, Kentucky	$3.78M	-$13K	2	0.81%	Reduced
1797	DI DAGCO Inc Westlake, Ohio	$3.78M	-$4.23K	1	0.7%	Reduced
1798	MCA Martin Capital Advisors San Antonio, Texas	$3.77M	+$327K	2	1.98%	Increased
1799	Carnegie Investment Counsel Pepper Pike, Ohio	$3.77M	+$10.9K	3	0.08%	Increased
1800	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$3.77M	$0	1	0.85%	Maintained