← 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	Mondrian Investment Partners London, United Kingdom	$79.1M	+$69.3M	2	1.32%	New
302	DP Dundas Partners Edinburgh, United Kingdom	$78.9M	$0	1	5.57%	Maintained
303	National Philanthropic Trust Jenkintown, Pennsylvania	$78.8M	+$110K	1	0.88%	Increased
304	Sustainable Growth Advisers Stamford, Connecticut	$78.6M	-$63M	1	0.46%	Reduced
305	SPC Stony Point Capital New York	$78.4M	+$3.26M	1	5.49%	Increased
306	Iconiq Capital San Francisco, California	$78.3M	$0	1	0.97%	Maintained
307	SCM Suvretta Capital Management New York	$77.4M	-$5.67M	1	1.98%	Reduced
308	LCI L1 Capital International Sydney NSW 2000, Australia	$75.3M	+$52.9M	1	15.71%	Increased
309	SIM SW Investment Management Telluride, Colorado	$75.3M	$0	1	16.12%	Maintained
310	Cambridge Investment Research Advisors Fairfield, Iowa	$74.9M	+$3.09M	6	0.21%	Increased
311	Obermeyer Wealth Partners Aspen, Colorado	$74.9M	-$269K	1	3.51%	Reduced
312	Modera Wealth Management Westwood, New Jersey	$73.8M	-$1.99M	1	0.86%	Reduced
313	MAI Capital Management Independence, Ohio	$73.6M	+$3.54M	7	0.46%	Increased
314	TNB Thomasville National Bank Thomasville, Georgia	$72.7M	-$262K	1	4.58%	Reduced
315	H&H International Investment Palo Alto, California	$72.6M	$0	1	0.49%	Maintained
316	SFM Systematic Financial Management Teaneck, New Jersey	$72.6M	+$4.87M	3	1.76%	Increased
317	Penserra Capital Management Orinda, California	$72.5M	+$18.6M	2	0.87%	Increased
318	Capital Group Private Client Services Los Angeles, California	$72.4M	-$172M	1	1.21%	Reduced
319	Lido Advisors Los Angeles, California	$72.1M	+$3.13M	1	0.23%	Increased
320	Rubric Capital Management (New York) New York	$72M	$0	1	0.81%	Maintained
321	Segall Bryant & Hamill Chicago, Illinois	$70.6M	+$38.7M	3	0.94%	Increased
322	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$70.3M	$0	1	5.09%	Maintained
323	MIRAE ASSET SECURITIES (USA) INC. New York	$70.3M	+$43.1M	1	2.15%	Increased
324	OCM Ovata Capital Management Hong Kong	$69.7M	+$3.62M	2	13.94%	Increased
325	JC Joho Capital New York	$69.6M	$0	1	12.36%	Maintained