← 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
751	LCI L1 Capital International Sydney NSW 2000, Australia	$27.1M	+$4.37M	1	1.58%	Increased
752	Merit Financial Group Alpharetta, Georgia	$27M	-$186K	6	0.16%	Reduced
753	HCP Hiddenite Capital Partners New York	$26.8M	+$4.24M	2	2.3%	Increased
754	Montag & Associates Atlanta, Georgia	$26.7M	+$221K	3	1.13%	Increased
755	SummitTX Capital Fort Worth, Texas	$26.7M	-$4.55M	2	0.69%	Reduced
756	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$26.7M	+$5.11M	1	0.21%	Increased
757	1CP 11 Capital Partners Darien, Connecticut	$26.7M	-$3.4M	1	7.25%	Reduced
758	MC Maplelane Capital New York	$26.6M	-$28.5M	1	0.48%	Reduced
759	AAM Augustine Asset Management Jacksonville, Florida	$26.6M	-$4.9M	1	5.39%	Reduced
760	Vest Financial Mclean, Virginia	$26.5M	+$7.92M	5	0.28%	Increased
761	AGC ARP Global Capital Dubai,	$26.5M	-$2.12M	1	11.44%	Reduced
762	WWA WCG Wealth Advisors Las Vegas, Nevada	$26.3M	+$158K	1	0.62%	Increased
763	ERP Eldred Rock Partners San Antonio, Texas	$26.2M	-$3.54M	1	5.64%	Reduced
764	ACMH Andar Capital Management (HK) Hong Kong	$26.1M	-$2.55M	1	11.72%	Reduced
765	HWM Heirloom Wealth Management Greenwood Village, Colorado	$25.8M	-$4.29M	1	3.74%	Reduced
766	CGA Channing Global Advisors Miami, Florida	$25.8M	+$2.94M	1	13.36%	Increased
767	GCM Glynn Capital Management Menlo Park, California	$25.8M	-$3.43M	1	7.1%	Reduced
768	PC Pelham Capital London, United Kingdom	$25.8M	$0	1	14.69%	Maintained
769	SLG Stanley-Laman Group Berwyn, Pennsylvania	$25.7M	-$354K	2	2.61%	Reduced
770	TCCM Timber Creek Capital Management Boston, Massachusetts	$25.7M	-$1.22M	1	5.24%	Reduced
771	NSGL No Street GP LP San Francisco, California	$25.6M	+$21.8M	1	1.54%	New
772	Annex Advisory Services Brookfield, Wisconsin	$25.6M	-$997K	2	0.44%	Reduced
773	Brevan Howard Capital Management St. Helier, Jersey	$25.6M	-$10.6M	4	0.19%	Reduced
774	BWP Barlow Wealth Partners Louisville, Kentucky	$25.6M	-$305K	2	2.76%	Reduced
775	JCM Jag Capital Management St Louis, Missouri	$25.6M	-$347K	1	2.39%	Reduced