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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
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$40.7M -$265K 1 1.06% Reduced
227
Meitav Investment House
Meitav Investment House
Israel
$40.3M -$13.4M 2 0.7% Reduced
228
DCM
Divisar Capital Management
California
$39.6M -$8.38M 2 9.11% Reduced
229
Flossbach Von Storch
Flossbach Von Storch
Germany
$39.3M +$14.4M 1 0.17% Increased
230
MICM
Matthews International Capital Management
California
$39.1M +$67.5K 1 3.9% Increased
231
Marshall Wace
Marshall Wace
United Kingdom
$38.2M +$22M 2 0.08% Increased
232
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$38.2M -$2.12M 1 0.21% Reduced
233
VARA
Value Aligned Research Advisors
New Jersey
$38M +$93.5K 2 13.45% Increased
234
HighTower Advisors
HighTower Advisors
Illinois
$37.8M +$1.92M 4 0.08% Increased
235
Osaic Holdings
Osaic Holdings
Arizona
$37.7M +$4.2M 8 0.07% Increased
236
LMR Partners
LMR Partners
United Kingdom
$37.7M -$121M 1 0.58% Reduced
237
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$37.6M -$411K 3 0.07% Reduced
238
Rathbones Group
Rathbones Group
United Kingdom
$37.6M +$366K 1 0.38% Increased
239
Truist Financial
Truist Financial
North Carolina
$37.3M +$1.39M 4 0.06% Increased
240
US Bancorp
US Bancorp
Minnesota
$36.9M -$480K 7 0.06% Reduced
241
Guinness Asset Management
Guinness Asset Management
United Kingdom
$36.8M +$1.05M 1 0.93% Increased
242
HM Payson & Co
HM Payson & Co
Maine
$36.7M +$33.1M 2 0.88% Increased
243
Phoenix Financial
Phoenix Financial
Israel
$36.6M +$4.16M 3 0.82% Increased
244
Creative Planning
Creative Planning
Kansas
$36.4M +$538K 5 0.05% Increased
245
Adage Capital Partners
Adage Capital Partners
Massachusetts
$35.7M -$3.81M 1 0.08% Reduced
246
LSCM
Light Street Capital Management
California
$35.5M +$34.2M 1 8.66% New
247
CFM
Coronation Fund Managers
South Africa
$35.1M +$27M 1 0.93% Increased
248
Aviva
Aviva
United Kingdom
$35M +$15.9M 3 0.16% Increased
249
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$34.8M -$11.3M 1 0.34% Reduced
250
SVI
Strategic Vision Investment
Hong Kong
$34.4M +$33.2M 1 8.27% New