13F

Analog & Power

As of 2026Q1 · Members: 22

Heat Z
+1.61
Hist. pctl
91%
× 3Y avg
3.3×
Net Δ Holders
+670

8Q trend

Members (23)

Ticker Name Δ holders
ADI ANALOG DEVICES INC +128
ALGM ALLEGRO MICROSYSTEMS INC +25
AOSL ALPHA & OMEGA SEMICONDUCTOR Ltd +10
CRUS CIRRUS LOGIC INC +33
DIOD DIODES INC +31
MCHP MICROCHIP TECHNOLOGY INC +29
MPWR MONOLITHIC POWER SYSTEMS INC +52
MX MAGNACHIP SEMICONDUCTOR CORP -1
MXL MAXLINEAR INC -2
NVTS NAVITAS SEMICONDUCTOR CORP +23
NXPI NXP Semiconductors N.V. -12
ON ON SEMICONDUCTOR +27
POWI POWER INTEGRATIONS INC +7
SITM SITIME CORP +25
SLAB SILICON LABORATORIES INC +49
SMTC SEMTECH CORP +32
STM STMICROELECTRONICS NV-NY SHS +70
SYNA SYNAPTICS INC +7
TXN TEXAS INSTRUMENTS INC +42
True
VICR VICOR CORP +77
VSH VISHAY INTERTECHNOLOGY INC +14
WOLF WOLFSPEED INC +4

Theme members v1.0 (2026-07), quarterly maintenance

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.