← 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	2,130	+29	+1%	$143B
2	2 Analog Devices ADI $196B	1,535	+112	+8%	$86B
3	3 Skyworks Solutions SWKS $18.1B	934	+49	+6%	$15B
4	4 ON Semiconductor ON $28.6B	831	+21	+3%	$35.6B
5	5 Monolithic Power Systems MPWR $61.1B	667	+59	+10%	$23.3B
6	6 DELISTED Qorvo QRVO	541	-30	-5%	$8.8B
7	7 Wolfspeed WOLF $1.3B	473	-24	-5%	$9.03B
8	8 Cirrus Logic CRUS $5.43B	375	+43	+13%	$5.62B
9	9 STMicroelectronics STM $42B	361	+59	+20%	$2.99B
10	10 Diodes DIOD $3.99B	340	+11	+3%	$4.15B
11	11 Power Integrations POWI $2.5B	330	+6	+2%	$4.88B
12	12 Allegro MicroSystems ALGM $6.01B	313	+95	+44%	$4.67B
13	13 MaxLinear MXL $7.15B	281	+1	+0.4%	$2.47B
14	14 Vishay Intertechnology VSH $4.43B	281	-20	-7%	$2.75B
15	15 MACOM Technology Solutions MTSI $22.2B	268	-1	-0.4%	$3.87B
16	16 Semtech SMTC $15B	247	-13	-5%	$1.7B
17	17 SiTime SITM $15.8B	230	+22	+11%	$2.55B
18	18 Tower Semiconductor TSEM $23.6B	211	-12	-5%	$4.42B
19	19 Vicor VICR $11.3B	200	+3	+2%	$913M
20	20 Alpha and Omega Semiconductor AOSL $711M	144	-19	-12%	$472M
21	21 Magnachip Semiconductor MX $199M	115	-2	-2%	$280M
22	22 Navitas Semiconductor NVTS $2.46B	107	+32	+43%	$284M
23	23 DELISTED Transphorm, Inc. Common Stock TGAN	39	-4	-9%	$147M
24	24 Ideal Power IPWR $51.9M	26	-2	-7%	$12.5M
25	OIIM 25 DELISTED 02Micro International OIIM	0	-31	-100%	$0