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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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$60.3M -$2.13M 2 1.21% Reduced
277
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$60.2M +$3.85M 3 0.17% Increased
278
SC
Strategy Capital
California
$60.1M -$3.36M 1 5.64% Reduced
279
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$59.8M -$86M 5 0.13% Reduced
280
Congress Asset Management
Congress Asset Management
Massachusetts
$59.6M -$6.27M 2 0.45% Reduced
281
IMC Chicago
IMC Chicago
Illinois
$59.1M +$68.9M 2 0.03% Increased
282
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$59.1M +$52.1M 2 0.19% Increased
283
SCM
Suvretta Capital Management
New York
$58.2M +$894K 1 2.16% Increased
284
NONA
Ninety One North America
New York
$57.3M -$17.3M 2 3.86% Reduced
285
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$57.3M -$4.24M 1 1.03% Reduced
286
Groupe la Francaise
Groupe la Francaise
France
$56.5M +$4.42M 1 1.2% Increased
287
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$55.8M -$799K 2 0.95% Reduced
288
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$55.4M -$2.12M 5 0.05% Reduced
289
Meitav Investment House
Meitav Investment House
Israel
$55M +$9.86M 1 1.01% Increased
290
HIM
HughesLittle Investment Management
$55M +$3.62M 1 11.46% Increased
291
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$54.8M +$64.1M 1 2.36% New
292
SFM
Systematic Financial Management
New Jersey
$54.6M +$521K 3 1.56% Increased
293
Scotia Capital
Scotia Capital
Ontario, Canada
$53.7M -$4.2M 1 0.29% Reduced
294
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$53.1M +$13.8M 1 1.98% Increased
295
LSCM
Light Street Capital Management
California
$53.1M -$4.16M 1 14.82% Reduced
296
GIM
Generate Investment Management
New Zealand
$52.5M +$23.8M 1 3.68% Increased
297
Jump Financial
Jump Financial
Illinois
$52.2M +$29.8M 6 0.69% Increased
298
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$52.2M +$13.2M 1 0.24% Increased
299
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52M +$29.9M 3 0.36% Increased
300
Corvex Management
Corvex Management
New York
$51.5M +$21.3M 1 1.95% Increased