← 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	Scotia Capital Toronto, Ontario, Canada	$31M	-$618K	1	0.2%	Reduced
302	Segall Bryant & Hamill Chicago, Illinois	$30.9M	-$1.9M	3	0.6%	Reduced
303	HIM HughesLittle Investment Management Vancouver,	$30.8M	+$4.08M	1	7.88%	Increased
304	MTC McDaniel Terry & Co Austin, Texas	$30.5M	+$177K	1	2.91%	Increased
305	Advisors Capital Management Ridgewood, New Jersey	$30.3M	-$310K	1	0.62%	Reduced
306	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$29.8M	+$16.5M	2	0.37%	Increased
307	FFM FengHe Fund Management Singapore	$29.2M	+$26.8M	1	5.13%	New
308	Obermeyer Wealth Partners Aspen, Colorado	$29.2M	-$411K	1	2%	Reduced
309	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$29.1M	-$238K	1	2.85%	Reduced
310	M&G Investment Management London, United Kingdom	$29M	-$1.94M	2	0.1%	Reduced
311	Modera Wealth Management Westwood, New Jersey	$29M	+$114K	1	0.48%	Increased
312	PEAK6 Investments Chicago, Illinois	$28.8M	+$4.94M	3	0.11%	Increased
313	KCM Kensico Capital Management Greenwich, Connecticut	$28.7M	+$26.3M	1	1.09%	New
314	Silvercrest Asset Management New York	$28.7M	-$6.15M	3	0.2%	Reduced
315	AIM Alpine Investment Management Hong Kong	$28.6M	+$21.5M	1	5.82%	Increased
316	GL Governors Lane New York	$28.5M	+$4.63M	1	2.87%	Increased
317	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$28.5M	+$342K	2	1.08%	Increased
318	ARK Investment Management St. Petersburg, Florida	$28.3M	+$3.65M	2	0.17%	Increased
319	Flossbach Von Storch Cologne, Germany	$28.3M	-$2.66M	1	0.13%	Reduced
320	Mawer Investment Management Calgary, Alberta, Canada	$28.3M	+$605K	1	0.14%	Increased
321	Tudor Investment Corp Stamford, Connecticut	$28.1M	+$11.6M	4	0.23%	Increased
322	FAS Formuepleje A/S Aarhus C, Denmark	$28M	+$12.5M	1	1.98%	Increased
323	GC GMT Capital Atlanta, Georgia	$27.9M	-$5.1M	1	1.05%	Reduced
324	Jupiter Asset Management London, United Kingdom	$27.7M	-$1.7M	1	0.27%	Reduced
325	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$27.6M	-$179M	5	0.13%	Reduced