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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
251
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$34M +$32.8M 1 0.41% New
252
Hood River Capital Management
Hood River Capital Management
Florida
$33.7M +$15.6M 1 1.09% Increased
253
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$33.5M +$977K 4 0.04% Increased
254
MC
Maplelane Capital
New York
$33.5M +$32.3M 1 1.54% New
255
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$33M -$674K 1 0.2% Reduced
256
Corient Private Wealth
Corient Private Wealth
Florida
$32.4M +$5.1M 3 0.09% Increased
257
TIM
Triodos Investment Management
Netherlands
$32.3M -$566K 1 3.63% Reduced
258
DP
Dundas Partners
United Kingdom
$32M -$767K 1 3.35% Reduced
259
Chicago Capital
Chicago Capital
Illinois
$32M +$9.83M 1 1.59% Increased
260
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$31.6M +$4.44M 6 0.5% Increased
261
Candriam SCA
Candriam SCA
Luxembourg
$31.5M +$7.78M 1 0.22% Increased
262
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$31.5M +$30.4M 2 0.65% New
263
WP
Wedgewood Partners
Missouri
$31.4M +$3.4M 1 5.33% Increased
264
Trillium Asset Management
Trillium Asset Management
Massachusetts
$31M +$5.12M 1 0.91% Increased
265
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$30.9M +$5.12M 1 0.02% Increased
266
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$30.9M +$4.05M 4 0.13% Increased
267
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.2M -$159M 1 0.16% Reduced
268
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$30.1M -$60M 1 0.17% Reduced
269
Carrhae Capital
Carrhae Capital
United Kingdom
$29.9M -$1.1M 1 9.48% Reduced
270
Hosking Partners
Hosking Partners
United Kingdom
$29.8M -$5.57M 1 1.38% Reduced
271
Scotia Capital
Scotia Capital
Ontario, Canada
$29.3M +$105K 1 0.21% Increased
272
NP
NS Partners
United Kingdom
$29.3M +$1.61M 1 1.65% Increased
273
Brandes Investment Partners
Brandes Investment Partners
California
$29M +$23.6M 1 0.62% Increased
274
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$28.9M +$300K 1 0.45% Increased
275
Advisors Capital Management
Advisors Capital Management
New Jersey
$28.9M +$45.5K 1 0.75% Increased