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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 $255B	1,883	+45	+2%	$147B
2	2 Analog Devices ADI $196B	1,126	+25	+2%	$55.6B
3	3 Skyworks Solutions SWKS $18.6B	1,013	+38	+4%	$23B
4	4 DELISTED Qorvo QRVO	713	+11	+2%	$17.4B
5	5 Monolithic Power Systems MPWR $61.4B	530	+21	+4%	$15.1B
6	6 ON Semiconductor ON $28.7B	513	+40	+8%	$16.9B
7	7 Wolfspeed WOLF $1.37B	412	+26	+7%	$13.1B
8	8 Cirrus Logic CRUS $5.43B	315	+9	+3%	$4.23B
9	9 Power Integrations POWI $2.51B	297	+7	+2%	$4.78B
10	10 STMicroelectronics STM $41.7B	275	-1	-0.4%	$1.21B
11	11 Diodes DIOD $3.93B	272	+18	+7%	$3.35B
12	12 Vishay Intertechnology VSH $4.41B	272	+11	+4%	$2.95B
13	13 Semtech SMTC $13.5B	261	+2	+0.8%	$4.33B
14	14 MACOM Technology Solutions MTSI $20.7B	228	+22	+11%	$2.83B
15	15 MaxLinear MXL $7.09B	207	+13	+7%	$2.16B
16	16 Vicor VICR $10.1B	194	0	0%	$1.37B
17	17 Tower Semiconductor TSEM $23.7B	157	+12	+8%	$1.71B
18	18 SiTime SITM $15.1B	142	+17	+14%	$1.15B
19	19 Magnachip Semiconductor MX $205M	134	+24	+22%	$978M
20	20 Alpha and Omega Semiconductor AOSL $707M	126	+27	+27%	$507M
21	21 Allegro MicroSystems ALGM $6.03B	123	+29	+31%	$1.98B
22	22 Navitas Semiconductor NVTS $2.42B	64	+64	–	$164M
23	OIIM 23 DELISTED 02Micro International OIIM	35	+7	+25%	$74.8M
24	24 Ideal Power IPWR $53.2M	17	+3	+21%	$10.2M
25	25 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–