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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
Milford Funds
Milford Funds
$150M +$145M 1 2.94% New
227
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$148M -$2.56M 1 1.42% Reduced
228
AGF Management
AGF Management
Ontario, Canada
$147M +$4.94M 1 0.64% Increased
229
Royce & Associates
Royce & Associates
New York
$145M -$8.12M 5 1.47% Reduced
230
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$145M -$15.2M 7 0.12% Reduced
231
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$141M -$1.21M 2 5.84% Reduced
232
MML Investors Services
MML Investors Services
Massachusetts
$140M +$7.7M 5 0.34% Increased
233
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$139M +$931K 1 0.86% Increased
234
EFG International
EFG International
$139M +$135M 3 2.69% New
235
NOSC
North of South Capital
United Kingdom
$138M -$753K 1 12.39% Reduced
236
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$137M -$13M 1 3.78% Reduced
237
Phoenix Financial
Phoenix Financial
Israel
$136M -$11.5M 2 1.48% Reduced
238
Acadian Asset Management
Acadian Asset Management
Massachusetts
$136M +$57.2M 6 0.22% Increased
239
Truist Financial
Truist Financial
North Carolina
$133M +$1.38M 3 0.18% Increased
240
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$131M -$22.4M 1 3.46% Reduced
241
Geneva Capital Management
Geneva Capital Management
Wisconsin
$131M -$35.9M 1 2.47% Reduced
242
Third Point
Third Point
New York
$129M -$198M 1 1.78% Reduced
243
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$129M -$3.97M 1 0.08% Reduced
244
BWC
Blue Whale Capital
United Kingdom
$125M -$90.1M 1 6.41% Reduced
245
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$124M +$70.4M 1 0.32% Increased
246
Scotia Capital
Scotia Capital
Ontario, Canada
$123M +$15.7M 2 0.5% Increased
247
Corient Private Wealth
Corient Private Wealth
Florida
$123M +$4.89M 5 0.17% Increased
248
Advent International
Advent International
Massachusetts
$122M -$13.3M 1 2.53% Reduced
249
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$122M +$4.35M 5 0.68% Increased
250
US Bancorp
US Bancorp
Minnesota
$122M +$915K 8 0.14% Increased
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