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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
HP
Harvey Partners
New York
$34.9M -$2.32M 1 3.69% Reduced
327
TSS
Two Sigma Securities
New York
$34.3M -$18.1M 4 0.33% Reduced
328
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$34M +$1.18M 4 0.09% Increased
329
Grimes & Company
Grimes & Company
Massachusetts
$34M +$251K 1 1.05% Increased
330
Moran Wealth Management
Moran Wealth Management
Florida
$33.8M -$980K 3 1.09% Reduced
331
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.6M +$4.53M 2 1.75% Increased
332
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$33.4M +$9.36M 1 0.56% Increased
333
TIM
Triodos Investment Management
Netherlands
$33.1M -$4.56M 1 2.99% Reduced
334
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$32.9M +$1.09M 6 0.03% Increased
335
Todd Asset Management
Todd Asset Management
Kentucky
$32.6M +$9.77M 1 0.67% Increased
336
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$32.6M +$18.6M 1 0.1% Increased
337
HVCM
Hel Ved Capital Management
Hong Kong
$32.5M -$16.6M 1 8.05% Reduced
338
Cetera Advisor Networks
Cetera Advisor Networks
California
$32.3M +$8.15M 4 0.16% Increased
339
Mariner
Mariner
Kansas
$32.3M +$1.96M 6 0.07% Increased
340
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$32.2M +$29.4M 1 0.48% New
341
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$32.1M -$3.47M 1 0.13% Reduced
342
FBB
Fulton Breakefield Broenniman
Maryland
$31.4M +$5.24M 1 2.42% Increased
343
CCLA Investment Management
CCLA Investment Management
United Kingdom
$30.8M +$35.9K 1 0.47% Increased
344
M&G plc
M&G plc
United Kingdom
$30.4M +$28.6M 2 0.11% New
345
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.2M -$2.61M 4 0.13% Reduced
346
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$30.2M -$44M 2 0.09% Reduced
347
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$29.4M +$27.4M 1 0.26% New
348
Bessemer Group
Bessemer Group
New Jersey
$29.4M -$41.6M 5 0.05% Reduced
349
Cresset Asset Management
Cresset Asset Management
Illinois
$28.7M +$2.12M 3 0.14% Increased
350
Y.D. More Investments
Y.D. More Investments
Israel
$28.7M -$11.6M 3 5.08% Reduced