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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
126
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$141M +$2.32M 2 0.82% Increased
127
Munro Partners
Munro Partners
Australia
$140M +$9.91M 1 3.91% Increased
128
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$139M +$36.2M 4 1.71% Increased
129
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$132M +$69.2M 3 0.28% Increased
130
Stifel Financial
Stifel Financial
Missouri
$128M -$855K 5 0.17% Reduced
131
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$123M -$4.26M 1 1.58% Reduced
132
Clal Insurance
Clal Insurance
Israel
$122M +$53.3M 3 1.32% Increased
133
Point72 Asset Management
Point72 Asset Management
Connecticut
$122M +$115M 1 0.49% Increased
134
Geneva Capital Management
Geneva Capital Management
Wisconsin
$121M +$3.86M 1 1.96% Increased
135
Charles Schwab
Charles Schwab
California
$121M +$305K 5 0.04% Increased
136
Hosking Partners
Hosking Partners
United Kingdom
$120M -$2.23M 1 2.91% Reduced
137
Hood River Capital Management
Hood River Capital Management
Florida
$120M -$63.6M 1 3.6% Reduced
138
Legal & General Group
Legal & General Group
United Kingdom
$120M +$65.2M 6 0.04% Increased
139
MIS
Morningstar Investment Services
Illinois
$120M +$21M 1 1.33% Increased
140
Robeco Schweiz
Robeco Schweiz
Switzerland
$119M -$6.34M 1 1.55% Reduced
141
RAM
RWC Asset Management
United Kingdom
$119M +$706K 1 3.3% Increased
142
Eaton Vance Management
Eaton Vance Management
Massachusetts
$119M +$3.98M 5 0.15% Increased
143
Acadian Asset Management
Acadian Asset Management
Massachusetts
$118M -$20.9M 7 0.44% Reduced
144
MICM
Matthews International Capital Management
California
$118M -$42.2M 1 12.35% Reduced
145
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$114M +$87.6M 1 0.28% Increased
146
MIM
Meridiem Investment Management
United Kingdom
$114M +$1.19M 1 3.42% Increased
147
Westwood Holdings Group
Westwood Holdings Group
Texas
$113M +$16.7M 2 1.01% Increased
148
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$110M -$7.1K 5 0.45% Reduced
149
DnB Asset Management
DnB Asset Management
Norway
$108M +$10.9M 1 0.63% Increased
150
DSM Capital Partners
DSM Capital Partners
Florida
$107M +$99.5M 1 1.12% Increased