← 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	% of Portfolio	Status
2001	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$93K	–	Closed
2002	ICM IMS Capital Management Portland, Oregon	$0	-$292K	–	Closed
2003	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$6.35M	–	Closed
2004	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$1.21M	–	Closed
2005	IR Invictus RG Hamilton, Bermuda	$0	-$939K	–	Closed
2006	KC Kepos Capital New York	$0	-$443K	–	Closed
2007	KRC Kingdom Ridge Capital White Plains, New York	$0	-$10.2M	–	Closed
2008	LSCM LaSalle Street Capital Management Chicago, Illinois	$0	-$235K	–	Closed
2009	LYV Live Your Vision West Conshohocken, Pennsylvania	$0	-$4K	–	Closed
2010	Mairs & Power Inc St Paul, Minnesota	$0	-$296K	–	Closed
2011	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$0	-$1.75M	–	Closed
2012	Mizuho Securities USA New York	$0	-$1.39M	–	Closed
2013	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$0	-$16K	–	Closed
2014	NPC National Planning Corporation El Segundo, California	$0	-$527K	–	Closed
2015	NFA Nationwide Fund Advisors Columbus, Ohio	$0	-$172M	–	Closed
2016	Nippon Life Insurance Tokyo, Japan	$0	-$5.87M	–	Closed
2017	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$242K	–	Closed
2018	PIM Partner Investment Management San Francisco, California	$0	-$481K	–	Closed
2019	PAWC P.A.W. Capital Greenwich, Connecticut	$0	-$1.3M	–	Closed
2020	PCM Peak Capital Management Greenwood Village, Colorado	$0	-$233K	–	Closed
2021	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$4.62M	–	Closed
2022	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$3.67M	–	Closed
2023	PHS PFM Health Sciences San Francisco, California	$0	-$20.5M	–	Closed
2024	PWP Private Wealth Partners Mill Valley, California	$0	-$201K	–	Closed
2025	PFT Providence First Trust Scottsdale, Arizona	$0	-$2.37M	–	Closed