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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
Aviva
Aviva
United Kingdom
$32.8M -$2.44M 1 0.19% Reduced
152
MAM
Myriad Asset Management
Hong Kong
$31.7M +$32.4M 1 3.13% New
153
DCM
Dupont Capital Management
Delaware
$29.5M -$3.6M 2 0.67% Reduced
154
Baird Financial Group
Baird Financial Group
Wisconsin
$28.8M -$5.54M 1 0.2% Reduced
155
US Bancorp
US Bancorp
Minnesota
$28.8M -$26.3K 7 0.09% Reduced
156
Todd Asset Management
Todd Asset Management
Kentucky
$28.5M -$976K 1 0.77% Reduced
157
BCAM
Boston Common Asset Management
Massachusetts
$28.4M +$465K 1 3.37% Increased
158
CAM
Cidel Asset Management
Ontario, Canada
$27.9M +$255K 1 1.2% Increased
159
RAM
RWC Asset Management
United Kingdom
$27.9M +$2.4M 1 1.42% Increased
160
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$27.7M -$520K 1 2.2% Reduced
161
Prudential Financial
Prudential Financial
New Jersey
$27.3M +$2.62M 5 0.04% Increased
162
Nuveen
Nuveen
North Carolina
$27M +$5.28M 3 0.17% Increased
163
TI
Trigran Investments
Illinois
$26.8M -$1.21M 1 6.02% Reduced
164
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$26.6M +$6.09M 1 0.4% Increased
165
Baupost Group
Baupost Group
Massachusetts
$26M -$30.2M 1 0.26% Reduced
166
Första AP-fonden
Första AP-fonden
Sweden
$25.7M $0 1 0.94% Maintained
167
Frontier Capital Management
Frontier Capital Management
Massachusetts
$24.9M -$8.44M 1 0.18% Reduced
168
MCM
Matarin Capital Management
New York
$24.4M +$1.37M 2 1.9% Increased
169
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$23.8M +$5.47M 2 0.19% Increased
170
Pzena Investment Management
Pzena Investment Management
New York
$23.8M +$2.61M 1 0.12% Increased
171
Marshall Wace North America
Marshall Wace North America
New York
$23.7M +$1.49M 4 0.13% Increased
172
CBOA
Commonwealth Bank of Australia
Australia
$23.5M -$317K 2 0.23% Reduced
173
Comerica Bank
Comerica Bank
Texas
$22.2M +$1.03M 5 0.15% Increased
174
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$22M -$6.19M 1 2.71% Reduced
175
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$21.6M +$421K 1 0.18% Increased
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