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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
Aviva
Aviva
United Kingdom
$46.3M +$136K 3 0.23% Increased
227
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6M +$2.56M 4 0.44% Increased
228
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$45.4M +$18.1M 2 0.54% Increased
229
Artisan Partners
Artisan Partners
Wisconsin
$45M +$12.3M 1 0.06% Increased
230
Nomura Holdings
Nomura Holdings
Japan
$44M +$29.7M 1 0.13% Increased
231
Generation Investment Management
Generation Investment Management
United Kingdom
$43.5M +$21.3M 1 0.2% Increased
232
Carrhae Capital
Carrhae Capital
United Kingdom
$43M +$48.2M 1 15.49% New
233
Eventide Asset Management
Eventide Asset Management
Massachusetts
$42.7M $0 1 0.67% Maintained
234
NP
NS Partners
United Kingdom
$42.5M +$13.9M 1 2.26% Increased
235
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$42M -$360K 3 0.69% Reduced
236
Twin Tree Management
Twin Tree Management
Texas
$41.1M +$8.37M 1 0.07% Increased
237
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$40.9M +$36.5M 3 0.37% Increased
238
M&G Investment Management
M&G Investment Management
United Kingdom
$40.6M +$3.55M 1 0.08% Increased
239
HighTower Advisors
HighTower Advisors
Illinois
$40.2M -$31.4M 2 0.09% Reduced
240
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$39.4M +$1.81M 2 0.09% Increased
241
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.3M +$4.23M 1 0.21% Increased
242
Palisade Capital Management
Palisade Capital Management
New Jersey
$38.4M -$2.35M 1 0.88% Reduced
243
Osaic Holdings
Osaic Holdings
Arizona
$38.1M -$3.83M 9 0.07% Reduced
244
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.7M +$7.73M 8 0.18% Increased
245
TIM
Triodos Investment Management
Netherlands
$37.7M -$992K 1 4.81% Reduced
246
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$37.6M -$3.35M 3 0.08% Reduced
247
HA
HHLR Advisors
Cayman Islands
$37.6M $0 1 0.78% Maintained
248
Congress Asset Management
Congress Asset Management
Massachusetts
$37.5M +$632K 2 0.32% Increased
249
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$37.5M +$2.3M 6 0.18% Increased
250
BP
Bandera Partners
New York
$37.2M +$3.05M 1 11.09% Increased
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