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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
301
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$40.8M +$2.38M 1 2.41% Increased
302
MGM
Manchester Global Management
United Kingdom
$40.5M +$9.81M 1 7.11% Increased
303
National Bank of Canada
National Bank of Canada
Quebec, Canada
$40M +$6.59M 3 0.06% Increased
304
MTC
McDaniel Terry & Co
Texas
$39.5M -$290K 1 3.52% Reduced
305
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.5M -$6.49M 1 0.23% Reduced
306
WP
Wedgewood Partners
Missouri
$39.5M -$595K 1 7.9% Reduced
307
Calamos Advisors
Calamos Advisors
Illinois
$39M -$3.83M 2 0.18% Reduced
308
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$38.8M -$330M 1 0.23% Reduced
309
TAM
Telemark Asset Management
Massachusetts
$38.4M $0 3 3.97% Maintained
310
Tredje AP-fonden
Tredje AP-fonden
Sweden
$38.1M +$5.76M 2 0.4% Increased
311
Modera Wealth Management
Modera Wealth Management
New Jersey
$37.7M -$227K 1 0.57% Reduced
312
Swiss National Bank
Swiss National Bank
Switzerland
$37.3M +$92.7K 5 0.03% Increased
313
NAM
NorthCrest Asset Manangement
Minnesota
$37.1M +$100K 2 1.26% Increased
314
Oberweis Asset Management
Oberweis Asset Management
Illinois
$36.8M +$11M 3 2.66% Increased
315
PEAK6 Investments
PEAK6 Investments
Illinois
$36.8M -$494K 3 0.1% Reduced
316
FAS
Formuepleje A/S
Denmark
$36.7M +$59.6K 1 2.07% Increased
317
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$36.4M -$1.12M 3 0.68% Reduced
318
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$36M -$4.77M 3 0.19% Reduced
319
Advisors Capital Management
Advisors Capital Management
New Jersey
$35.8M -$3.58M 1 0.65% Reduced
320
ARK Investment Management
ARK Investment Management
Florida
$35.7M -$1.07M 2 0.25% Reduced
321
HEIP
Hudson Edge Investment Partners
New Jersey
$35.5M +$3.8M 1 6.93% Increased
322
Group One Trading
Group One Trading
Illinois
$35.4M -$17.1M 5 0.14% Reduced
323
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$35.4M -$1.43M 1 0.16% Reduced
324
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$35.2M -$6.22M 1 0.61% Reduced
325
MAI Capital Management
MAI Capital Management
Ohio
$34.9M +$6.69M 2 0.36% Increased