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Advanced Packaging

Advanced packaging stacks and connects finished dies into a single high-performance part, which has become the main way to add capability now that shrinking transistors is slowing. It is the step where accelerators and memory are joined together.

10 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
Covington Capital Management
Covington Capital Management
California
$12.9M +$891K 1 0.79% Increased
227
MSR
Main Street Research
Connecticut
$12.8M +$663K 1 1.83% Increased
228
VCM
Vigilant Capital Management
Maine
$12.7M +$492K 1 1.7% Increased
229
Generation Investment Management
Generation Investment Management
United Kingdom
$12.7M -$56.5K 1 0.1% Reduced
230
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$12.7M -$43.6M 1 0.28% Reduced
231
Nomura Asset Management
Nomura Asset Management
Japan
$12.4M +$3.55M 1 0.12% Increased
232
Aviva
Aviva
United Kingdom
$12M -$99.4K 1 0.07% Reduced
233
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$12M -$75.6K 1 0.18% Reduced
234
KC
Kadensa Capital
Hong Kong
$11.9M +$11.2M 2 23.56% New
235
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$11.5M -$3.32M 1 0.24% Reduced
236
Royal London Asset Management
Royal London Asset Management
United Kingdom
$11.4M +$3.69M 1 0.12% Increased
237
PPCM
Pillar Pacific Capital Management
California
$11.3M +$173K 1 1.23% Increased
238
MFAM
Motley Fool Asset Management
Virginia
$10.9M $0 1 1.33% Maintained
239
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$10.9M -$443K 2 0.05% Reduced
240
Legal & General Group
Legal & General Group
United Kingdom
$10.8M +$3.14M 6 0.01% Increased
241
KBC Group
KBC Group
Belgium
$10.6M +$5.25M 4 0.08% Increased
242
MAM
Majedie Asset Management
United Kingdom
$10.6M +$1.03M 1 0.8% Increased
243
SCM
Somerset Capital Management
United Kingdom
$10.6M $0 1 2.39% Maintained
244
Squarepoint
Squarepoint
New York
$10.5M +$3.84M 5 0.13% Increased
245
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10M +$4.22M 1 0.03% Increased
246
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$10M -$8.85M 1 0.02% Reduced
247
Westwood Global Investments
Westwood Global Investments
Massachusetts
$9.9M -$1.15M 1 1% Reduced
248
DP
DSAM Partners
United Kingdom
$9.6M +$9M 1 1.41% New
249
OCM
Olstein Capital Management
New York
$9.6M -$1.43M 1 1.28% Reduced
250
SR
Sloane Robinson
United Kingdom
$9.56M +$592K 1 6.93% Increased
8 9
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