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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 $256B	2,152	+22	+1%	$138B
2	2 Analog Devices ADI $196B	1,531	-4	-0.3%	$85.4B
3	3 ON Semiconductor ON $28.6B	905	+74	+9%	$40B
4	4 Skyworks Solutions SWKS $18.1B	889	-45	-5%	$14.6B
5	5 Monolithic Power Systems MPWR $61.1B	651	-16	-2%	$25.2B
6	6 DELISTED Qorvo QRVO	543	+2	+0.4%	$8.68B
7	7 Wolfspeed WOLF $1.3B	440	-33	-7%	$7.64B
8	8 STMicroelectronics STM $42B	364	+3	+0.8%	$2.55B
9	9 Diodes DIOD $3.99B	354	+14	+4%	$4.08B
10	10 Allegro MicroSystems ALGM $6.01B	352	+39	+12%	$4.41B
11	11 Cirrus Logic CRUS $5.43B	342	-33	-9%	$4.05B
12	12 Power Integrations POWI $2.5B	338	+8	+2%	$5.51B
13	13 Vishay Intertechnology VSH $4.43B	313	+32	+11%	$3.62B
14	14 MACOM Technology Solutions MTSI $22.2B	266	-2	-0.7%	$3.57B
15	15 MaxLinear MXL $7.15B	250	-31	-11%	$2.27B
16	16 Semtech SMTC $15B	227	-20	-8%	$1.78B
17	17 Tower Semiconductor TSEM $23.6B	219	+8	+4%	$2.44B
18	18 SiTime SITM $15.8B	209	-21	-9%	$2.23B
19	19 Vicor VICR $11.3B	201	+1	+0.5%	$1.15B
20	20 Alpha and Omega Semiconductor AOSL $711M	145	+1	+0.7%	$571M
21	21 Navitas Semiconductor NVTS $2.46B	143	+36	+34%	$672M
22	22 Magnachip Semiconductor MX $199M	115	0	0%	$335M
23	23 DELISTED Transphorm, Inc. Common Stock TGAN	41	+2	+5%	$130M
24	24 Ideal Power IPWR $51.9M	26	0	0%	$12.9M
25	25 Microchip Technology Inc 7.50% Series A Preferred Stock MCHPP	–	–	–	–