← 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
601	BlueCrest Capital Management St Helier, Jersey	$435K	+$330K	2	0.02%	Increased
602	Boston Partners Boston, Massachusetts	$433K	$0	1	0%	Maintained
603	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$427K	+$2.23K	1	0.08%	Increased
604	Bahl & Gaynor Cincinnati, Ohio	$425K	-$164K	1	0%	Reduced
605	Horizon Kinetics New York	$424K	+$17.2K	1	0.01%	Increased
606	HPCM High Pointe Capital Management Chicago, Illinois	$418K	+$41.3K	1	0.61%	Increased
607	FPS Fieldpoint Private Securities Greenwich, Connecticut	$417K	+$406K	1	0.18%	New
608	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$408K	-$203K	1	0.07%	Reduced
609	LIM Loudon Investment Management West Lebanon, New Hampshire	$405K	$0	1	0.32%	Maintained
610	OC Oakworth Capital Birmingham, Alabama	$405K	-$2.84K	1	0.1%	Reduced
611	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$401K	+$109K	1	0%	Increased
612	JGUA John G. Ullman & Associates Corning, New York	$398K	$0	1	0.08%	Maintained
613	AP Advisor Partners Walnut Creek, California	$393K	+$120K	1	0.08%	Increased
614	Wedbush Securities Los Angeles, California	$390K	+$3K	1	0.05%	Increased
615	CG Cutler Group San Francisco, California	$385K	-$649K	5	0.01%	Reduced
616	NFP Narus Financial Partners Salt Lake City, Utah	$375K	$0	1	0.33%	Maintained
617	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$370K	+$67.8K	2	0%	Increased
618	Choreo LLC Rockford, Illinois	$368K	+$79.5K	1	0.05%	Increased
619	TSS Two Sigma Securities New York	$363K	+$238K	1	0.03%	Increased
620	Synovus Financial Columbus, Georgia	$360K	+$14.2K	1	0.01%	Increased
621	BOS Bank of Stockton Stockton, California	$359K	-$29.6K	1	0.16%	Reduced
622	Advisory Services Network Atlanta, Georgia	$358K	$0	2	0.04%	Maintained
623	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$355K	-$584	1	0.06%	Reduced
624	Brown Brothers Harriman & Co New York	$354K	$0	3	0%	Maintained
625	RCM Riverhead Capital Management Wilmington, Delaware	$351K	+$64.2K	3	0.02%	Increased