← 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
326	FI Fosun International Hong Kong, China	$23.2M	+$463K	2	1.33%	Increased
327	MC Minot Capital Broomfield, Colorado	$23.1M	$0	1	3.72%	Maintained
328	Todd Asset Management Louisville, Kentucky	$22.8M	-$3.46M	1	0.49%	Reduced
329	MFAM Motley Fool Asset Management Alexandria, Virginia	$22.1M	$0	1	1.41%	Maintained
330	RG Renaissance Group Covington, Kentucky	$22.1M	-$1.38M	5	0.9%	Reduced
331	VHMC Value Holdings Management Company Hampton Bays, New York	$22.1M	$0	2	4.72%	Maintained
332	Comerica Bank Dallas, Texas	$22.1M	-$2.76M	6	0.16%	Reduced
333	PHK Point72 Hong Kong Hong Kong	$22M	+$18.7M	4	0.76%	Increased
334	Two Sigma Investments New York	$22M	+$6.27M	4	0.05%	Increased
335	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$21.8M	+$7.83M	1	0.01%	Increased
336	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$21.8M	-$227K	3	0.12%	Reduced
337	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$21.8M	+$9.54M	3	0.13%	Increased
338	FP Foundry Partners Minneapolis, Minnesota	$21.7M	-$994K	2	0.77%	Reduced
339	UBS O'Connor Chicago, Illinois	$21.6M	+$17.4M	1	0.21%	Increased
340	CAM ClariVest Asset Management San Diego, California	$21.6M	-$6.32M	4	0.66%	Reduced
341	Shelton Capital Management Denver, Colorado	$21.2M	+$379K	3	0.75%	Increased
342	NIG NFJ Investment Group Dallas, Texas	$21M	+$15.2M	1	0.38%	Increased
343	Calamos Advisors Naperville, Illinois	$20.7M	+$1.3M	1	0.08%	Increased
344	OCM Osterweis Capital Management San Francisco, California	$20.5M	+$1.44M	1	1.03%	Increased
345	Destination Wealth Management Walnut Creek, California	$20.1M	-$582K	1	0.71%	Reduced
346	Cubist Systematic Strategies Stamford, Connecticut	$20.1M	-$3.58M	7	0.19%	Reduced
347	VIMU Veritas Investment Management (UK) London, United Kingdom	$20M	+$6.72M	1	3.09%	Increased
348	CHAM Clear Harbor Asset Management Stamford, Connecticut	$19.9M	-$1.74M	1	2.16%	Reduced
349	Yousif Capital Management Bloomfield Hills, Michigan	$19.6M	+$18.4M	6	0.2%	New
350	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$19.5M	-$932K	1	1.2%	Reduced