← 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
676	GSP Grafton Street Partners North Palm Beach, Florida	$32.9M	-$2.52M	1	18.17%	Reduced
677	NIP Nicholas Investment Partners Rancho Santa Fe, California	$32.8M	+$1.97M	2	1.85%	Increased
678	TCM Tran Capital Management San Rafael, California	$32.8M	-$560K	1	3.77%	Reduced
679	Ensign Peak Advisors Salt Lake City, Utah	$32.7M	+$11.6M	5	0.05%	Increased
680	LPCM Lynwood Price Capital Management Austin, Texas	$32.7M	-$609K	1	15.8%	Reduced
681	ERIC Eagle Rock Investment Company Atlanta, Georgia	$32.7M	-$167K	2	4.05%	Reduced
682	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$32.6M	-$6.98M	4	0.05%	Reduced
683	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$32.5M	+$1.22M	1	3.16%	Increased
684	Commerce Bank Kansas City, Missouri	$32.3M	-$472K	1	0.14%	Reduced
685	QPBE Quintet Private Bank (Europe) Luxembourg	$32.2M	-$464K	1	2.01%	Reduced
686	New York State Teachers Retirement System (NYSTRS) Albany, New York	$32.1M	-$3.97M	4	0.06%	Reduced
687	Calamos Advisors Naperville, Illinois	$32.1M	-$24M	1	0.11%	Reduced
688	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$31.9M	$0	1	7.16%	Maintained
689	Diversified Trust Memphis, Tennessee	$31.9M	-$1.53M	4	0.51%	Reduced
690	State of Wisconsin Investment Board Madison, Wisconsin	$31.8M	-$599K	4	0.06%	Reduced
691	Park Avenue Securities New York	$31.8M	+$424K	4	0.2%	Increased
692	LWM Lyell Wealth Management Menlo Park, California	$31.8M	-$569K	1	1.95%	Reduced
693	Hotchkis & Wiley Capital Management Los Angeles, California	$31.7M	-$1.15M	1	0.09%	Reduced
694	Jain Global New York	$31.7M	+$7.9M	3	0.12%	Increased
695	ICP Ironvine Capital Partners Omaha, Nebraska	$31.6M	-$1.52M	1	2.95%	Reduced
696	BPAMU BTG Pactual Asset Management US New York	$31.5M	+$6.41M	2	1.96%	Increased
697	FFM Fisher Funds Management Auckland, New Zealand	$31.5M	+$16.5M	1	0.9%	Increased
698	B Bellecapital Zurich, Switzerland	$31.4M	-$10.7M	1	5.02%	Reduced
699	BP Bandera Partners New York	$31.2M	$0	1	11%	Maintained
700	OCM Ovata Capital Management Hong Kong	$31.1M	-$52.9M	1	2.34%	Reduced