← All themes Semiconductors

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
301	GH GAM Holding Zurich, Switzerland	$7.2M	-$892K	2	0.32%	Reduced
302	MAMU Marathon Asset Management (UK) London, United Kingdom	$7.14M	$0	1	0.09%	Maintained
303	Trillium Asset Management Boston, Massachusetts	$7.12M	+$218K	1	0.33%	Increased
304	CWM Cabot Wealth Management Salem, Massachusetts	$7M	+$204K	1	1.48%	Increased
305	WI Wafra Inc New York	$7M	+$4.26M	1	0.23%	Increased
306	FCM Firsthand Capital Management San Jose, California	$6.97M	$0	1	2.82%	Maintained
307	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$6.97M	$0	1	1.95%	Maintained
308	Lord, Abbett & Co Jersey City, New Jersey	$6.94M	-$1.51M	1	0.02%	Reduced
309	TFM TPI Fund Managers London, United Kingdom	$6.8M	+$280K	1	1.94%	Increased
310	CCM Carderock Capital Management Chevy Chase, Maryland	$6.74M	+$47.5K	1	2.48%	Increased
311	DCM Divisar Capital Management San Francisco, California	$6.46M	+$6.04M	1	2.15%	New
312	AAM Augustine Asset Management Jacksonville, Florida	$6.45M	+$10.7K	1	4.34%	Increased
313	CFSG Community Financial Services Group Newport, Vermont	$6.43M	+$101K	1	1.86%	Increased
314	C WorldWide Group Copenhagen, Denmark	$6.4M	+$34K	1	0.08%	Increased
315	CWA Asset Management Group Naples, Florida	$6.38M	+$616K	1	1.02%	Increased
316	Asset Management One Tokyo, Japan	$6.28M	-$1.11M	1	0.03%	Reduced
317	IEFM IQ EQ Fund Management Dublin 2, Ireland	$6.23M	-$70.8K	1	2.02%	Reduced
318	Brandywine Global Investment Management Philadelphia, Pennsylvania	$6.03M	+$257K	1	0.04%	Increased
319	AQR Arbitrage Greenwich, Connecticut	$5.99M	+$5.71M	1	0.09%	New
320	ET Equitable Trust Nashville, Tennessee	$5.89M	-$21K	1	0.62%	Reduced
321	Weiss Multi-Strategy Advisers New York	$5.87M	+$4.02M	2	0.12%	Increased
322	Scout Investments Kansas City, Missouri	$5.87M	-$182K	1	0.12%	Reduced
323	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.86M	+$1.52M	4	0.02%	Increased
324	ExodusPoint Capital Management New York	$5.85M	+$5.38M	2	0.2%	New
325	RI Redwood Investments Boston, Massachusetts	$5.85M	+$342K	1	0.45%	Increased