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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
Kinetic Partners Management
Kinetic Partners Management
Florida
$57.8M +$8.69M 1 3.81% Increased
302
MTC
McDaniel Terry & Co
Texas
$57.8M -$425K 1 4.74% Reduced
303
Nomura Asset Management
Nomura Asset Management
Japan
$57.1M -$17.3M 2 0.17% Reduced
304
DP
Dundas Partners
United Kingdom
$57.1M -$2.79M 1 4.01% Reduced
305
E Fund Management
E Fund Management
China
$57.1M -$13.2M 1 2.87% Reduced
306
M&G plc
M&G plc
United Kingdom
$55.9M +$9.73M 2 0.35% Increased
307
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$55.6M -$1.87M 1 2.9% Reduced
308
NAM
NorthCrest Asset Manangement
Minnesota
$55.2M +$370K 2 1.65% Increased
309
SIC
Schwartz Investment Counsel
Michigan
$54.6M +$22.3M 1 1.97% Increased
310
Modera Wealth Management
Modera Wealth Management
New Jersey
$53.9M -$646K 1 0.65% Reduced
311
Osaic Holdings
Osaic Holdings
Arizona
$53.8M -$2.46M 8 0.12% Reduced
312
M&T Bank
M&T Bank
New York
$51.7M +$350K 4 0.17% Increased
313
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$51.3M +$49.6M 1 1.39% New
314
Mariner
Mariner
Kansas
$50.7M +$1.51M 6 0.09% Increased
315
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$50.5M +$2.67M 1 0.25% Increased
316
TimesSquare Capital Management
TimesSquare Capital Management
New York
$50.5M +$12.6M 2 0.74% Increased
317
Hosking Partners
Hosking Partners
United Kingdom
$50M +$4.39M 1 1.95% Increased
318
Appaloosa LP
Appaloosa LP
New Jersey
$49.4M -$29M 1 0.76% Reduced
319
HC
Headwater Capital
China
$49.4M +$48.4M 1 26.32% New
320
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$49.3M -$535K 1 0.58% Reduced
321
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$49.2M -$109M 2 1.53% Reduced
322
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$48.9M -$23.8M 2 0.66% Reduced
323
VARA
Value Aligned Research Advisors
New Jersey
$48.9M -$11.2M 3 13.36% Reduced
324
Natixis
Natixis
France
$48.7M +$35.9M 2 0.3% Increased
325
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$48.6M +$370K 1 0.21% Increased