← 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	2,101	+103	+5%	$126B
2	2 Analog Devices ADI $194B	1,423	+98	+7%	$70.9B
3	3 Skyworks Solutions SWKS $18.3B	885	+23	+3%	$11.1B
4	4 ON Semiconductor ON $28.4B	810	+62	+8%	$26.5B
5	5 Monolithic Power Systems MPWR $60.5B	608	-22	-3%	$16.5B
6	6 DELISTED Qorvo QRVO	571	+30	+6%	$7.74B
7	7 Wolfspeed WOLF $1.32B	497	-11	-2%	$9.26B
8	8 Cirrus Logic CRUS $5.39B	332	+14	+4%	$3.7B
9	9 Diodes DIOD $3.9B	329	+33	+11%	$3.26B
10	10 Power Integrations POWI $2.48B	324	-4	-1%	$4.03B
11	11 STMicroelectronics STM $41.5B	302	+26	+9%	$1.55B
12	12 Vishay Intertechnology VSH $4.24B	301	+31	+11%	$2.4B
13	13 MaxLinear MXL $6.59B	280	+1	+0.4%	$2.35B
14	14 MACOM Technology Solutions MTSI $20.5B	269	+32	+14%	$3.31B
15	15 Semtech SMTC $13.9B	260	-17	-6%	$1.96B
16	16 Tower Semiconductor TSEM $23.4B	223	+19	+9%	$2.83B
17	17 Allegro MicroSystems ALGM $5.9B	218	+48	+28%	$2.89B
18	18 SiTime SITM $14.8B	208	+2	+1%	$1.75B
19	19 Vicor VICR $9.75B	197	-8	-4%	$947M
20	20 Alpha and Omega Semiconductor AOSL $698M	163	-13	-7%	$446M
21	21 Magnachip Semiconductor MX $198M	117	-12	-9%	$280M
22	22 Navitas Semiconductor NVTS $2.4B	75	0	0%	$116M
23	23 DELISTED Transphorm, Inc. Common Stock TGAN	43	+5	+13%	$198M
24	OIIM 24 DELISTED 02Micro International OIIM	31	+8	+35%	$40.3M
25	25 Ideal Power IPWR $52.4M	28	+4	+17%	$12.5M