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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
276
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$36.2M +$3.94M 2 0.46% Increased
277
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$35.8M +$30.9M 1 0.42% Increased
278
AssetMark Inc
AssetMark Inc
California
$35.8M +$6.95M 6 0.13% Increased
279
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$35.6M -$670K 1 0.21% Reduced
280
MML Investors Services
MML Investors Services
Massachusetts
$35.1M +$5.35M 3 0.16% Increased
281
Swiss National Bank
Swiss National Bank
Switzerland
$34.8M -$3.39M 5 0.03% Reduced
282
MICM
Matthews International Capital Management
California
$34.6M -$5.26M 1 4.87% Reduced
283
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$34.2M -$443K 5 0.11% Reduced
284
Calamos Advisors
Calamos Advisors
Illinois
$33.4M -$4.97M 2 0.16% Reduced
285
Optiver Holding
Optiver Holding
Netherlands
$33.3M -$15.2M 1 0.02% Reduced
286
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$33.2M +$3.99M 1 0.98% Increased
287
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$33.1M -$14.4M 1 0.37% Reduced
288
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$33.1M -$20.5M 3 0.08% Reduced
289
WP
Wedgewood Partners
Missouri
$33M -$705K 1 6.94% Reduced
290
Coatue Management
Coatue Management
New York
$32.5M -$196M 1 0.14% Reduced
291
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$32.1M -$1.36M 1 0.56% Reduced
292
Y.D. More Investments
Y.D. More Investments
Israel
$32.1M -$851K 3 6.16% Reduced
293
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$31.9M +$1.59M 3 0.19% Increased
294
Emerald Advisers
Emerald Advisers
Pennsylvania
$31.6M +$16.8M 2 1.35% Increased
295
TAM
Telemark Asset Management
Massachusetts
$31.4M +$20.7M 3 4.68% Increased
296
DP
Dundas Partners
United Kingdom
$31.3M +$1.05M 1 2.73% Increased
297
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$31.2M -$68.7K 4 0.06% Reduced
298
ClearBridge Investments
ClearBridge Investments
New York
$31.1M -$43.4M 2 0.03% Reduced
299
Aquatic Capital Management
Aquatic Capital Management
Illinois
$31.1M +$21.2M 4 0.79% Increased
300
LSCM
Light Street Capital Management
California
$31.1M +$18.9M 2 9.31% Increased