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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
151
Baird Financial Group
Baird Financial Group
Wisconsin
$32.4M -$287K 1 0.24% Reduced
152
Ninety One (UK)
Ninety One (UK)
United Kingdom
$31.7M +$6.71M 1 0.14% Increased
153
DCM
Dupont Capital Management
Delaware
$31.5M -$5.34M 2 0.71% Reduced
154
Barclays
Barclays
United Kingdom
$31.1M +$17.7M 7 0.03% Increased
155
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$30.4M -$519K 2 0.4% Reduced
156
Point72 Asset Management
Point72 Asset Management
Connecticut
$29.5M -$1.71M 2 0.13% Reduced
157
TI
Trigran Investments
Illinois
$29.2M +$3.93M 1 6.58% Increased
158
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$28.6M -$95.2K 5 0.21% Reduced
159
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$28.1M +$9.07M 2 2.54% Increased
160
Todd Asset Management
Todd Asset Management
Kentucky
$27.9M -$115K 1 0.77% Reduced
161
Two Sigma Investments
Two Sigma Investments
New York
$27.9M +$500K 7 0.1% Increased
162
US Bancorp
US Bancorp
Minnesota
$27.3M +$101K 7 0.09% Increased
163
KCM
Keywise Capital Management
Cayman Islands
$26.9M -$3.73M 1 10.62% Reduced
164
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$26.8M -$891K 1 2.07% Reduced
165
BCAM
Boston Common Asset Management
Massachusetts
$26.5M +$563K 1 3.3% Increased
166
CAM
Cidel Asset Management
Ontario, Canada
$26.2M +$767K 1 1.18% Increased
167
VOYA Investment Management
VOYA Investment Management
Georgia
$26.2M -$1.39M 5 0.06% Reduced
168
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$26M -$1.62M 3 0.31% Reduced
169
Hood River Capital Management
Hood River Capital Management
Florida
$25.9M +$531K 1 1.65% Increased
170
Citigroup
Citigroup
New York
$25.7M -$6.1M 6 0.02% Reduced
171
RCM
Roystone Capital Management
New York
$25.6M +$12.1M 1 2.1% Increased
172
Prudential Financial
Prudential Financial
New Jersey
$24.9M +$1.26M 5 0.04% Increased
173
Första AP-fonden
Första AP-fonden
Sweden
$24.3M -$7.86M 1 0.86% Reduced
174
RAM
RWC Asset Management
United Kingdom
$24.1M +$4.32M 1 1.35% Increased
175
Citadel Advisors
Citadel Advisors
Florida
$23.7M +$11.3M 6 0.02% Increased
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