← 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 $255B	1,998	+34	+2%	$119B
2	2 Analog Devices ADI $196B	1,325	-6	-0.5%	$61.9B
3	3 Skyworks Solutions SWKS $18.6B	862	-19	-2%	$10.5B
4	4 ON Semiconductor ON $28.7B	748	+54	+8%	$26.6B
5	5 Monolithic Power Systems MPWR $61.4B	630	+7	+1%	$16.6B
6	6 DELISTED Qorvo QRVO	541	-56	-9%	$7.06B
7	7 Wolfspeed WOLF $1.37B	508	+84	+20%	$13.2B
8	8 Power Integrations POWI $2.51B	328	-7	-2%	$3.65B
9	9 Cirrus Logic CRUS $5.43B	318	+20	+7%	$3.52B
10	10 Diodes DIOD $3.93B	296	-9	-3%	$2.88B
11	11 MaxLinear MXL $7.09B	279	-2	-0.7%	$2.34B
12	12 Semtech SMTC $13.5B	277	-30	-10%	$1.83B
13	13 STMicroelectronics STM $41.7B	276	-3	-1%	$1.83B
14	14 Vishay Intertechnology VSH $4.41B	270	-7	-3%	$2.16B
15	15 MACOM Technology Solutions MTSI $20.7B	237	+8	+3%	$2.75B
16	16 SiTime SITM $15.1B	206	-21	-9%	$1.3B
17	17 Vicor VICR $10.1B	205	+10	+5%	$1.09B
18	18 Tower Semiconductor TSEM $23.7B	204	0	0%	$3.05B
19	19 Alpha and Omega Semiconductor AOSL $707M	176	-10	-5%	$568M
20	20 Allegro MicroSystems ALGM $6.03B	170	-1	-0.6%	$1.97B
21	21 Magnachip Semiconductor MX $205M	129	+3	+2%	$317M
22	22 Navitas Semiconductor NVTS $2.42B	75	-13	-15%	$140M
23	23 DELISTED Transphorm, Inc. Common Stock TGAN	38	-2	-5%	$183M
24	24 Ideal Power IPWR $52.8M	24	+5	+26%	$12.4M
25	OIIM 25 DELISTED 02Micro International OIIM	23	-2	-8%	$37.1M