← 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
1826	VFA Voya Financial Advisors Windsor, Connecticut	$3.61M	-$821K	2	0.32%	Reduced
1827	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$3.6M	-$422K	5	1.18%	Reduced
1828	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$3.6M	-$15.2K	1	0.44%	Reduced
1829	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$3.58M	+$666K	4	0.16%	Increased
1830	GAMC Garner Asset Management Corp Plano, Texas	$3.57M	-$189K	2	1.16%	Reduced
1831	SC Seldon Capital San Francisco, California	$3.57M	+$2.89M	2	1.12%	New
1832	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$3.57M	+$305K	2	0.44%	Increased
1833	UWS Unique Wealth Strategies Burr Ridge, Illinois	$3.56M	+$518K	4	1.3%	Increased
1834	LCM LRT Capital Management Austin, Texas	$3.56M	+$3.86M	1	2.31%	New
1835	KAS KPP Advisory Services Louisville, Kentucky	$3.55M	-$184K	3	0.45%	Reduced
1836	WWM Whalen Wealth Management Las Vegas, Nevada	$3.55M	+$669K	5	1.6%	Increased
1837	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$3.54M	+$1.84M	3	0.34%	Increased
1838	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.54M	-$387K	4	0.11%	Reduced
1839	NAG Northstar Advisory Group Northfield, New Jersey	$3.52M	+$1.42M	1	1.09%	Increased
1840	TVWM Tower View Wealth Management Shorewood, Wisconsin	$3.51M	-$105K	2	1.54%	Reduced
1841	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$3.5M	-$300K	6	0.21%	Reduced
1842	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.5M	-$76.8K	1	1.34%	Reduced
1843	NWMG National Wealth Management Group Cincinnati, Ohio	$3.5M	-$101K	2	1.08%	Reduced
1844	PWG Portside Wealth Group Provo, Utah	$3.49M	+$297K	5	0.41%	Increased
1845	TIAA Wealth Investment Management New York	$3.48M	+$216K	2	0.02%	Increased
1846	WCM Washburn Capital Management Vero Beach, Florida	$3.48M	-$41K	2	1.71%	Reduced
1847	MSR Main Street Research Lakeville, Connecticut	$3.48M	+$5.55K	4	0.16%	Increased
1848	SI Shaker Investments Cleveland, Ohio	$3.47M	+$1.93M	2	1.25%	Increased
1849	WA Wealth Alliance Mellville, New York	$3.47M	+$163K	3	0.29%	Increased
1850	APIM Agate Pass Investment Management Bainbridge Island, Washington	$3.46M	-$259K	1	1.28%	Reduced