13FPulse

Analog & Power

As of 2026Q2 · Members: 22

Heat
+6.54
Historical Rank
100%
vs 3Y Avg
10.6×
Net change in funds
+2,280

8Q trend

Members (23)

Ticker Company Change this quarter
ADI ANALOG DEVICES INC +125
ALGM ALLEGRO MICROSYSTEMS INC +49
AOSL Alpha and Omega Semiconductor Limited +35
CRUS CIRRUS LOGIC INC +32
DIOD DIODES INC +54
MCHP MICROCHIP TECHNOLOGY INC +91
MPWR MONOLITHIC POWER SYSTEMS INC +97
MX MAGNACHIP SEMICONDUCTOR CORP +6
MXL MAXLINEAR INC +182
NVTS NAVITAS SEMICONDUCTOR CORP +51
NXPI NXP Semiconductors N.V. +88
ON ON SEMICONDUCTOR +147
POWI POWER INTEGRATIONS INC +61
SITM SITIME CORP +138
SLAB SILICON LABORATORIES INC -30
SMTC SEMTECH CORP +136
STM STMICROELECTRONICS NV-NY SHS +201
SYNA SYNAPTICS INC +66
TXN TEXAS INSTRUMENTS INC +351
True TrueCar, Inc. -127
VICR VICOR CORP +133
VSH VISHAY INTERTECHNOLOGY INC +159
WOLF WOLFSPEED INC +108

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

← Theme Heat

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.