← 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
401	DF DNCA Finance Paris, France	$28M	+$24.4M	1	2.4%	New
402	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$28M	-$3.73M	5	0.25%	Reduced
403	RAM Ramirez Asset Management New York	$27.9M	-$3.36M	2	5.67%	Reduced
404	Avantax Advisory Services Dallas, Texas	$27.8M	+$14.2M	4	0.2%	Increased
405	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$27.5M	+$24.5M	6	0.07%	New
406	Kornitzer Capital Management Shawnee Mission, Kansas	$27.4M	+$65.8K	1	0.52%	Increased
407	CloudAlpha Capital Management Hong Kong	$27.2M	+$23.6M	2	2.31%	New
408	Atria Investments Charlotte, North Carolina	$27M	+$5.06M	3	0.35%	Increased
409	Impax Asset Management Group London, United Kingdom	$26.9M	-$2.27M	2	0.11%	Reduced
410	Guggenheim Capital Chicago, Illinois	$26.8M	+$5.43M	6	0.19%	Increased
411	APC Alta Park Capital San Francisco, California	$26.6M	+$1.96M	1	3.32%	Increased
412	Asset Management One Tokyo, Japan	$26.6M	-$1.13M	1	0.1%	Reduced
413	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$26.3M	+$22.9M	1	9.03%	New
414	Ariel Investments Chicago, Illinois	$26.2M	-$1.38M	1	0.28%	Reduced
415	ABN AMRO Bank Amsterdam, Netherlands	$26.2M	-$652K	1	0.4%	Reduced
416	HAM Honeycomb Asset Management New York	$26.2M	+$22.8M	1	6.8%	New
417	FDP Financiere des Professionnels Montreal, Quebec, Canada	$26.1M	-$3.54M	1	2.05%	Reduced
418	ARAM Ardmore Road Asset Management New York	$26.1M	+$7.58M	1	3.96%	Increased
419	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$26.1M	$0	1	0.34%	Maintained
420	Aquatic Capital Management Chicago, Illinois	$26M	+$18.7M	4	0.96%	Increased
421	Voloridge Investment Management Jupiter, Florida	$25.9M	+$5.37M	3	0.1%	Increased
422	JGUA John G. Ullman & Associates Corning, New York	$25.8M	-$550K	1	3.94%	Reduced
423	HAM Harber Asset Management Asheville, North Carolina	$25.8M	-$4.34M	1	6.88%	Reduced
424	Generation Investment Management London, United Kingdom	$25.6M	+$22.4M	1	0.12%	New
425	Soros Fund Management New York	$25.5M	+$17.1M	1	0.46%	Increased