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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
MC
Maplelane Capital
New York
$60M -$5.46M 1 2.05% Reduced
277
LSCM
Light Street Capital Management
California
$59.4M +$1.05M 1 13.65% Increased
278
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$59.3M +$333K 1 1.11% Increased
279
Two Sigma Advisers
Two Sigma Advisers
New York
$59.1M +$22.2M 7 0.13% Increased
280
SFM
Systematic Financial Management
New Jersey
$57.9M -$12.7M 3 1.76% Reduced
281
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$55.7M +$36M 2 2.68% Increased
282
ZDA
Zweig-DiMenna Associates
New York
$55.3M -$6.87M 3 6.23% Reduced
283
Flossbach Von Storch
Flossbach Von Storch
Germany
$54.6M -$4.49M 1 0.23% Reduced
284
Pacer Advisors
Pacer Advisors
Pennsylvania
$54.5M +$48.4K 5 0.12% Increased
285
Nomura Asset Management
Nomura Asset Management
Japan
$54.3M -$4.39M 2 0.18% Reduced
286
SIM
SW Investment Management
Colorado
$54M -$9.93M 1 17.18% Reduced
287
Oberweis Asset Management
Oberweis Asset Management
Illinois
$54M +$4.67M 3 3.31% Increased
288
Pictet Asset Management
Pictet Asset Management
Switzerland
$53.7M -$18.3M 6 0.06% Reduced
289
Group One Trading
Group One Trading
Illinois
$53.5M +$7.22M 4 0.21% Increased
290
PC
Port Capital
Illinois
$53.4M +$67.2K 1 2.68% Increased
291
SCM
Steadfast Capital Management
New York
$53M +$46.2M 1 1.11% New
292
DP
Dundas Partners
United Kingdom
$52.8M +$349K 1 4.09% Increased
293
MC
Metropolis Capital
United Kingdom
$52.7M -$14.3M 1 1.93% Reduced
294
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$52.7M -$11.5M 3 0.11% Reduced
295
MGM
Manchester Global Management
United Kingdom
$52.6M +$758K 1 9.24% Increased
296
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52.4M -$19.2M 3 0.55% Reduced
297
HIM
HughesLittle Investment Management
$52.4M -$4.48M 1 11.5% Reduced
298
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$52.3M +$145K 1 3% Increased
299
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$51.9M $0 1 1.36% Maintained
300
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.2M -$306M 4 0.09% Reduced
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