← 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
1801
KF
Ketron Financial
California
$3.76M +$159K 1 1.17% Increased
1802
PCM
Parsons Capital Management
Rhode Island
$3.76M +$371K 2 0.17% Increased
1803
SCA
Summit Creek Advisors
Minnesota
$3.75M +$2.74M 2 1.28% Increased
1804
AWM
Accurate Wealth Management
Florida
$3.75M +$859K 5 0.36% Increased
1805
SIM
Stratos Investment Management
Ohio
$3.74M -$612K 3 0.14% Reduced
1806
MWM
Mattern Wealth Management
Kansas
$3.73M +$93K 1 0.61% Increased
1807
PAM
Paradigm Asset Management
New York
$3.72M +$322K 3 0.8% Increased
1808
CC
Capital Counsel
New York
$3.71M $0 1 0.15% Maintained
1809
Valmark Advisers
Valmark Advisers
Ohio
$3.7M +$27K 2 0.04% Increased
1810
MO
McMillan Office
Michigan
$3.69M $0 4 0.42% Maintained
1811
AIA
AIMZ Investment Advisors
California
$3.68M +$162K 3 1.01% Increased
1812
SIA
Soltis Investment Advisors
Utah
$3.66M +$219K 3 0.2% Increased
1813
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.66M +$77.7K 4 0.94% Increased
1814
GAA
Green Alpha Advisors
Colorado
$3.66M -$49.9K 2 2.45% Reduced
1815
Flow Traders U.S.
Flow Traders U.S.
New York
$3.65M +$2.53M 4 0.15% Increased
1816
DO
denkapparat Operations
Germany
$3.65M +$1.16M 5 1.19% Increased
1817
FFA
Fi3 Financial Advisors
Indiana
$3.65M +$3.06M 2 0.87% Increased
1818
WPW
Winthrop Partners - WNY
New York
$3.65M +$34K 2 1.8% Increased
1819
DM
Diversified Management
Wisconsin
$3.64M -$808K 3 0.78% Reduced
1820
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$3.63M +$27.8K 2 0.06% Increased
1821
MFFIA
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.63M -$315K 1 2.18% Reduced
1822
TGM
Tenzing Global Management
California
$3.62M +$3.26M 1 1.67% New
1823
SC
Stolper & Co
Oklahoma
$3.61M +$2.9M 1 0.93% Increased
1824
SGI
Swan Global Investments
Colorado
$3.61M +$3.6M 1 0.11% New
1825
PTC
Private Trust Company
Ohio
$3.61M -$10.4K 17 0.29% Reduced