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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
326
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$19.9M +$1.01M 5 0.04% Increased
327
MBA
Maple-Brown Abbott
Australia
$19.9M -$271K 1 1.07% Reduced
328
Guinness Asset Management
Guinness Asset Management
United Kingdom
$19.9M +$19.4M 1 1.1% New
329
AFG
American Financial Group
Ohio
$19.7M $0 1 5.05% Maintained
330
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$19.6M +$2.14M 3 0.36% Increased
331
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$19.6M +$2.96M 1 0.12% Increased
332
FFA
First Foundation Advisors
California
$19.5M +$1.05M 1 0.75% Increased
333
Scotia Capital
Scotia Capital
Ontario, Canada
$19.5M +$466K 1 0.14% Increased
334
BP
Bandera Partners
New York
$19.4M +$3.31M 1 7.59% Increased
335
ACB
Aristotle Capital Boston
Massachusetts
$19.2M -$1.02M 1 0.44% Reduced
336
Shelton Capital Management
Shelton Capital Management
Colorado
$19.2M -$15.5M 3 0.72% Reduced
337
Calamos Advisors
Calamos Advisors
Illinois
$18.7M -$2.25M 1 0.09% Reduced
338
PAI
Pittenger & Anderson Inc
Nebraska
$18.4M -$365K 1 0.94% Reduced
339
Grimes & Company
Grimes & Company
Massachusetts
$18.2M -$271K 2 0.79% Reduced
340
AC
AMS Capital
Brazil
$18.2M +$3.63M 1 2.59% Increased
341
Victory Capital Management
Victory Capital Management
Texas
$18.1M -$4.53M 5 0.02% Reduced
342
TCMG
TSP Capital Management Group
New Jersey
$18M -$17.5M 0 – Closed
343
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$17.8M -$280K 2 0.1% Reduced
344
MAMU
Marathon Asset Management (UK)
United Kingdom
$17.8M +$4.01M 1 0.22% Increased
345
CCLA Investment Management
CCLA Investment Management
United Kingdom
$17.6M +$717K 1 0.21% Increased
346
MFWM
Motley Fool Wealth Management
Virginia
$17.6M +$71.4K 1 0.74% Increased
347
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$17.5M +$348K 3 0.17% Increased
348
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$17.5M +$6.4M 7 0.2% Increased
349
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$17M +$840K 7 0.34% Increased
350
Mariner
Mariner
Kansas
$16.9M +$919K 2 0.1% Increased
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