← 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
1901	ACM AUA Capital Management Camp Hill, Pennsylvania	$45K	$0	1	0.04%	Maintained
1902	Osterweis Capital Management San Francisco, California	$45K	+$44.3K	1	0%	New
1903	McIlrath & Eck Arlington, Washington	$43K	+$44.4K	4	0.03%	New
1904	Harding Loevner Bridgewater, New Jersey	$41K	$0	1	0%	Maintained
1905	Moisand Fitzgerald Tamayo Orlando, Florida	$41K	$0	1	0.02%	Maintained
1906	Vigilant Capital Management Portland, Maine	$38K	+$11.6K	2	0.01%	Increased
1907	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$37K	$0	2	0.03%	Maintained
1908	AWM Avondale Wealth Management West Lake Hills, Texas	$36K	+$33.1K	1	0.03%	New
1909	BG Bollard Group Boston, Massachusetts	$36K	+$177	1	0%	Increased
1910	PCM Poehling Capital Management Madison, Wisconsin	$34K	+$37K	3	0.03%	New
1911	Clearstead Trust Portland, Maine	$33K	+$789	2	0.02%	Increased
1912	PS Portfolio Strategies Monsey, New York	$32K	+$30.3K	2	0.02%	New
1913	HCM Horrell Capital Management Little Rock, Arkansas	$31K	-$2.4M	1	0.02%	Reduced
1914	FFG Ford Financial Group Fresno, California	$30K	+$29.4K	4	0.02%	New
1915	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$30K	$0	1	0.08%	Maintained
1916	Woodard & Company Asset Management Group Bermuda Run, North Carolina	$30K	+$32.8K	1	0.03%	New
1917	SAM Solaris Asset Management New York	$29K	-$1K	1	0.02%	Reduced
1918	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$28K	+$32.3K	4	0.03%	New
1919	New England Asset Management Farmington, Connecticut	$27K	$0	1	0%	Maintained
1920	OAJ Ogorek Anthony Joseph Williamsville, New York	$27K	+$27K	3	0.02%	Increased
1921	FMA FNY Managed Accounts New York	$24K	-$433K	4	0.02%	Reduced
1922	Legacy Advisors Plymouth Meeting, Pennsylvania	$24K	-$10.3K	1	0.02%	Reduced
1923	MWM Mascoma Wealth Management Hanover, New Hampshire	$24K	$0	1	0.01%	Maintained
1924	OFW Omnia Family Wealth Aventura, Florida	$24K	-$4K	4	0.01%	Reduced
1925	SWMG Signature Wealth Management Group Atlanta, Georgia	$24K	+$22.4K	2	0.02%	New