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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
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$79.2M -$5.65M 1 3.51% Reduced
277
CGH
Contrarius Group Holdings
Bermuda
$78.6M +$64.3M 1 4.44% New
278
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$77.5M +$1.62M 5 0.06% Increased
279
Acadian Asset Management
Acadian Asset Management
Massachusetts
$76.8M -$54.9M 6 0.16% Reduced
280
ACP
Albar Capital Partners
United Kingdom
$75.5M +$51.2M 1 12.92% Increased
281
HIM
HughesLittle Investment Management
$75M $0 1 13.53% Maintained
282
M&G plc
M&G plc
United Kingdom
$74.8M -$10.4M 2 0.41% Reduced
283
Scotia Capital
Scotia Capital
Ontario, Canada
$74.5M +$994K 1 0.35% Increased
284
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$74.4M +$6.75M 2 1.53% Increased
285
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$74.3M +$2.56M 1 0.34% Increased
286
PCM
Prime Capital Management
Hong Kong
$74.2M +$60.7M 1 36.14% New
287
M&T Bank
M&T Bank
New York
$73.9M +$12M 4 0.25% Increased
288
NONA
Ninety One North America
New York
$73.6M -$3.43M 2 3.61% Reduced
289
Meitav Investment House
Meitav Investment House
Israel
$72.1M -$6.1M 1 0.97% Reduced
290
Flossbach Von Storch
Flossbach Von Storch
Germany
$71.7M +$6.56M 1 0.29% Increased
291
BC
BIT Capital
Germany
$68.7M +$49M 1 3.96% Increased
292
SCM
Sirios Capital Management
Massachusetts
$68.3M +$5.03M 1 9.9% Increased
293
SCM
Suvretta Capital Management
New York
$68M -$9.28M 1 2.05% Reduced
294
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.7M +$8.47M 3 0.3% Increased
295
Generation Investment Management
Generation Investment Management
United Kingdom
$67.3M +$3M 1 0.43% Increased
296
SG Americas Securities
SG Americas Securities
New York
$67.3M -$40.1M 4 0.28% Reduced
297
Danske Bank
Danske Bank
Denmark
$66.6M +$47M 3 0.17% Increased
298
SH
Spear Holdings
United Arab Emirates
$66.6M -$28.2M 1 4.87% Reduced
299
WGAM
Wilkinson Global Asset Management
New York
$65.7M +$53.7M 1 4.13% New
300
Oribel Capital Management
Oribel Capital Management
New York
$65.1M +$53.2M 1 1.66% New
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