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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
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$36.7M -$86.7M 2 0.82% Reduced
227
Cambiar Investors
Cambiar Investors
Colorado
$36.7M -$6.4M 1 1.63% Reduced
228
Aviva
Aviva
United Kingdom
$36.5M +$252K 3 0.19% Increased
229
Granahan Investment Management
Granahan Investment Management
Massachusetts
$35.6M -$5.4M 2 1.22% Reduced
230
DCM
Divisar Capital Management
California
$35.2M +$10.4M 3 11.41% Increased
231
TWI
Thomas White International
Illinois
$34.6M -$7.2M 3 6.94% Reduced
232
M&G Investment Management
M&G Investment Management
United Kingdom
$34.2M +$2.48M 1 0.2% Increased
233
Eventide Asset Management
Eventide Asset Management
Massachusetts
$33.5M $0 1 0.72% Maintained
234
1832 Asset Management
1832 Asset Management
Ontario, Canada
$33M +$4.88M 2 0.06% Increased
235
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$32.6M +$3.51M 3 0.08% Increased
236
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$32.4M -$493K 3 0.68% Reduced
237
Congress Asset Management
Congress Asset Management
Massachusetts
$31.3M +$1.65M 2 0.3% Increased
238
Palisade Capital Management
Palisade Capital Management
New Jersey
$31.2M +$370K 1 0.84% Increased
239
BP
Bandera Partners
New York
$31M +$2.15M 1 12.19% Increased
240
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$30.9M +$83.3K 1 0.2% Increased
241
WCMNY
Westchester Capital Management (New York)
New York
$30.2M $0 1 0.84% Maintained
242
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$30.2M -$800K 2 0.08% Reduced
243
SIGI
Susquehanna International Group (Ireland)
Ireland
$29.9M +$24.6M 1 7.13% Increased
244
Rockefeller Capital Management
Rockefeller Capital Management
New York
$29.3M -$200K 8 0.16% Reduced
245
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$29.3M -$124K 6 0.17% Reduced
246
Westwood Holdings Group
Westwood Holdings Group
Texas
$29.3M -$16.6M 2 0.32% Reduced
247
TIM
Triodos Investment Management
Netherlands
$29.2M -$342K 1 4.12% Reduced
248
RI
Redwood Investments
Massachusetts
$29.2M +$881K 2 3.24% Increased
249
HighTower Advisors
HighTower Advisors
Illinois
$29.2M -$2.6M 2 0.08% Reduced
250
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$28.7M +$1.79M 2 0.06% Increased