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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 $256B	1,838	+161	+10%	$127B
2	2 Analog Devices ADI $196B	1,101	+101	+10%	$52.2B
3	3 Skyworks Solutions SWKS $18.1B	975	+86	+10%	$19.4B
4	4 DELISTED Qorvo QRVO	702	+75	+12%	$15.9B
5	5 Monolithic Power Systems MPWR $61.1B	509	+76	+18%	$15.6B
6	6 ON Semiconductor ON $28.6B	473	+72	+18%	$13.7B
7	7 Wolfspeed WOLF $1.3B	386	+57	+17%	$12.5B
8	8 Cirrus Logic CRUS $5.43B	306	+19	+7%	$4.27B
9	9 Power Integrations POWI $2.5B	290	+15	+5%	$4.87B
10	10 STMicroelectronics STM $42B	276	+38	+16%	$1.23B
11	11 Vishay Intertechnology VSH $4.43B	261	+8	+3%	$2.54B
12	12 Semtech SMTC $15B	259	+19	+8%	$4.54B
13	13 Diodes DIOD $3.99B	254	+23	+10%	$2.94B
14	14 MACOM Technology Solutions MTSI $22.2B	206	+9	+5%	$2.69B
15	15 MaxLinear MXL $7.15B	194	+20	+11%	$2.43B
16	16 Vicor VICR $11.3B	194	+17	+10%	$1.45B
17	17 Tower Semiconductor TSEM $23.6B	145	+16	+12%	$1.58B
18	18 SiTime SITM $15.8B	125	+37	+42%	$1.06B
19	19 Magnachip Semiconductor MX $199M	110	+2	+2%	$473M
20	20 Alpha and Omega Semiconductor AOSL $711M	99	+19	+24%	$361M
21	21 Allegro MicroSystems ALGM $6.01B	94	+94	–	$1.98B
22	OIIM 22 DELISTED 02Micro International OIIM	28	+12	+75%	$92.7M
23	23 Ideal Power IPWR $51.9M	14	+4	+40%	$10.5M
24	24 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–
25	25 Navitas Semiconductor NVTS $2.46B	–	–	–	–