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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
LSCM
Light Street Capital Management
California
$60.2M +$801K 1 14.24% Increased
277
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$59.9M -$8.06M 1 0.14% Reduced
278
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$59.8M +$17.3M 1 0.53% Increased
279
Y.D. More Investments
Y.D. More Investments
Israel
$59.2M -$19.6M 3 6.2% Reduced
280
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$58.2M +$41.4M 1 0.11% Increased
281
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$57.9M -$2.63M 3 0.16% Reduced
282
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$57.7M +$4.98M 3 0.11% Increased
283
Adage Capital Partners
Adage Capital Partners
Massachusetts
$56.9M +$20.7M 2 0.1% Increased
284
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$55.8M +$20.9M 5 0.08% Increased
285
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$55.3M $0 1 0.9% Maintained
286
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$55.3M +$4.36M 6 0.05% Increased
287
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.1M -$4.39M 5 0.27% Reduced
288
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$54.5M +$45.1M 2 1.06% Increased
289
HIM
HughesLittle Investment Management
$54.3M +$1.88M 1 11.04% Increased
290
Aberdeen Group
Aberdeen Group
United Kingdom
$54M -$2M 3 0.1% Reduced
291
DP
Dundas Partners
United Kingdom
$52.7M $0 1 3.79% Maintained
292
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$51.8M +$7.49M 1 1% Increased
293
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$51.4M -$22.4M 3 0.25% Reduced
294
MTC
McDaniel Terry & Co
Texas
$51.2M +$167K 1 4.29% Increased
295
Generation Investment Management
Generation Investment Management
United Kingdom
$51M +$24.9M 1 0.24% Increased
296
Osaic Holdings
Osaic Holdings
Arizona
$50.7M -$8.57M 8 0.11% Reduced
297
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$50.6M -$1.68M 1 2.71% Reduced
298
Brandes Investment Partners
Brandes Investment Partners
California
$49.6M -$26.2M 1 0.56% Reduced
299
NAM
NorthCrest Asset Manangement
Minnesota
$49M +$1.09M 2 1.48% Increased
300
GL
Governors Lane
New York
$48.8M -$12.3M 1 3.77% Reduced