← 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 $256B	1,964	-95	-5%	$118B
2	2 Analog Devices ADI $196B	1,331	-35	-3%	$64.9B
3	3 Skyworks Solutions SWKS $18.1B	881	-90	-9%	$11.2B
4	4 ON Semiconductor ON $28.6B	694	-19	-3%	$21.5B
5	5 Monolithic Power Systems MPWR $61.1B	623	+12	+2%	$16.8B
6	6 DELISTED Qorvo QRVO	597	-53	-8%	$8.58B
7	7 Wolfspeed WOLF $1.3B	424	-18	-4%	$8.19B
8	8 Power Integrations POWI $2.5B	335	-23	-6%	$4.26B
9	9 Semtech SMTC $15B	307	-13	-4%	$3.42B
10	10 Diodes DIOD $3.99B	305	-16	-5%	$2.83B
11	11 Cirrus Logic CRUS $5.43B	298	+1	+0.3%	$3.6B
12	12 MaxLinear MXL $7.15B	281	-12	-4%	$2.43B
13	13 STMicroelectronics STM $42B	279	-19	-6%	$1.34B
14	14 Vishay Intertechnology VSH $4.43B	277	+3	+1%	$2.17B
15	15 MACOM Technology Solutions MTSI $22.2B	229	-17	-7%	$2.33B
16	16 SiTime SITM $15.8B	227	+2	+0.9%	$2.56B
17	17 Tower Semiconductor TSEM $23.6B	204	+21	+11%	$3.28B
18	18 Vicor VICR $11.3B	195	-32	-14%	$1.02B
19	19 Alpha and Omega Semiconductor AOSL $711M	186	-20	-10%	$605M
20	20 Allegro MicroSystems ALGM $6.01B	171	-3	-2%	$1.83B
21	21 Magnachip Semiconductor MX $199M	126	+5	+4%	$452M
22	22 Navitas Semiconductor NVTS $2.46B	88	+17	+24%	$108M
23	23 DELISTED Transphorm, Inc. Common Stock TGAN	40	+19	+90%	$138M
24	OIIM 24 DELISTED 02Micro International OIIM	25	-11	-31%	$35.9M
25	25 Ideal Power IPWR $51.9M	19	-2	-10%	$15.4M