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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
626
GGHC
Gilder Gagnon Howe & Co
New York
$14.4M +$10.8M 1 0.15% Increased
627
Castleark Management
Castleark Management
Illinois
$14.4M -$1.24M 2 0.43% Reduced
628
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$14.3M -$124K 2 0.08% Reduced
629
M2MC
Matthew 25 Management Corp
Pennsylvania
$14.3M +$7.97M 1 4.59% Increased
630
HCM
Hodges Capital Management
Texas
$14.2M -$21.9K 1 1.36% Reduced
631
Yousif Capital Management
Yousif Capital Management
Michigan
$14.2M +$697K 6 0.15% Increased
632
Eagle Global Advisors
Eagle Global Advisors
Texas
$14.1M +$10.2K 2 0.57% Increased
633
HW
Hamilton Wealth
California
$14.1M -$338K 1 3.16% Reduced
634
TCMG
TSP Capital Management Group
New Jersey
$14.1M -$12.9M 0 – Closed
635
OMC
Overbrook Management Corp
New York
$14.1M -$1.89M 1 2.62% Reduced
636
AAM
Aureus Asset Management
Massachusetts
$14.1M +$10.2M 2 0.9% Increased
637
PAG
Private Advisory Group
Washington
$14M +$497K 1 1.27% Increased
638
Prudential Financial
Prudential Financial
New Jersey
$14M -$2.22M 5 0.02% Reduced
639
World Investment Advisors
World Investment Advisors
California
$13.9M +$696K 1 0.32% Increased
640
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$13.9M +$248K 1 0.34% Increased
641
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.9M +$5.55M 1 0.02% Increased
642
JEST
JTC Employer Solutions Trustee
Jersey
$13.8M -$1.67M 1 1.32% Reduced
643
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$13.8M +$2.12M 2 0.1% Increased
644
SIM
Seaview Investment Managers
Florida
$13.8M +$118K 1 2.92% Increased
645
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$13.8M -$386K 1 0.25% Reduced
646
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$13.8M -$40.1M 1 0.24% Reduced
647
Empowered Funds
Empowered Funds
Pennsylvania
$13.8M +$6.33M 3 0.16% Increased
648
KCM
Kempner Capital Management
Texas
$13.7M +$2.7M 1 7.35% Increased
649
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$13.7M +$2.35M 2 2.1% Increased
650
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$13.6M +$4.03M 2 0.06% Increased