← 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	Funds holding	Growth	Growth %	Fund value
1	1 Texas Instruments TXN $251B	1,401	+16	+1%	$88.4B
2	2 Analog Devices ADI $193B	878	-20	-2%	$31.3B
3	3 Skyworks Solutions SWKS $18.3B	718	+1	+0.1%	$13.2B
4	4 ON Semiconductor ON $27.9B	454	-8	-2%	$7.21B
5	5 DELISTED Qorvo QRVO	433	-10	-2%	$9.18B
6	6 Monolithic Power Systems MPWR $59.5B	354	+10	+3%	$5.08B
7	7 Wolfspeed WOLF $1.25B	293	+14	+5%	$4.22B
8	8 Vishay Intertechnology VSH $4.12B	289	+13	+5%	$2.93B
9	9 Cirrus Logic CRUS $5.46B	254	-5	-2%	$2.14B
10	10 Semtech SMTC $13.6B	243	+19	+8%	$3.69B
11	11 Power Integrations POWI $2.46B	219	0	0%	$1.86B
12	12 Diodes DIOD $3.75B	215	+9	+4%	$1.35B
13	13 STMicroelectronics STM $40.3B	207	-27	-12%	$625M
14	14 Vicor VICR $9.87B	158	+26	+20%	$570M
15	15 MaxLinear MXL $6.49B	157	-10	-6%	$1.41B
16	16 MACOM Technology Solutions MTSI $20.5B	145	-6	-4%	$1.13B
17	17 Tower Semiconductor TSEM $22.5B	138	-18	-12%	$1.05B
18	18 Alpha and Omega Semiconductor AOSL $672M	86	-2	-2%	$183M
19	19 Magnachip Semiconductor MX $192M	71	-8	-10%	$307M
20	20 Ideal Power IPWR $50.8M	16	+5	+45%	$976K
21	OIIM 21 DELISTED 02Micro International OIIM	13	0	0%	$25.2M
22	22 Allegro MicroSystems ALGM $5.72B	–	–	–	–
23	23 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–
24	24 Navitas Semiconductor NVTS $2.33B	–	–	–	–
25	25 Tema MLCC & PowerSemi ETF PSOX	–	–	–	–