← 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
2026	RI Redwood Investments Boston, Massachusetts	$0	-$1.51M	0	–	Closed
2027	Reinhart Partners Mequon, Wisconsin	$0	-$769K	0	–	Closed
2028	SC Scholtz & Company Stamford, Connecticut	$0	-$575K	0	–	Closed
2029	Sculptor Capital New York	$0	-$4.24M	0	–	Closed
2030	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$98.5M	0	–	Closed
2031	SC ShearLink Capital New York	$0	-$10.4M	0	–	Closed
2032	SI SII Investments Appleton, Wisconsin	$0	-$337K	0	–	Closed
2033	SCM Silver Capital Management New York	$0	-$434K	0	–	Closed
2034	Soros Fund Management New York	$0	-$250K	0	–	Closed
2035	SSM Sound Shore Management Greenwich, Connecticut	$0	-$172M	0	–	Closed
2036	Sowell Financial Services North Little Rock, Arkansas	$0	-$423K	0	–	Closed
2037	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$0	-$264K	0	–	Closed
2038	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$1.78M	0	–	Closed
2039	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	-$15K	0	–	Closed
2040	Tiedemann Advisors New York	$0	-$1.64M	0	–	Closed
2041	TG TLP Group Evanston, Illinois	$0	+$195	1	0%	New
2042	TBA Train Babcock Advisors New York	$0	-$269K	0	–	Closed
2043	UAS United Asset Strategies Garden City, New York	$0	-$421K	0	–	Closed
2044	WC Wexford Capital West Palm Beach, Florida	$0	-$1.72M	0	–	Closed
2045	ZDA Zweig-DiMenna Associates New York	$0	-$595K	0	–	Closed