← 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
176
MRM
Michael R. Murphy
$15.3M $0 1 5.31% Maintained
177
abrdn Investment Management
abrdn Investment Management
United Kingdom
$15.2M +$75.6K 1 0.07% Increased
178
APCM
Arbiter Partners Capital Management
New York
$15M -$6.66M 1 2.8% Reduced
179
KMC
Kirr Marbach & Co
Indiana
$14.9M -$54.4K 1 3.02% Reduced
180
SCCM
Schafer Cullen Capital Management
New York
$14.7M -$2.71M 2 0.18% Reduced
181
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$14.6M +$9.65M 2 0.28% Increased
182
STRS Ohio
STRS Ohio
Ohio
$13.9M +$31.5K 3 0.06% Increased
183
VIMU
Veritas Investment Management (UK)
United Kingdom
$13.8M +$493K 1 6.88% Increased
184
Adage Capital Partners
Adage Capital Partners
Massachusetts
$13.3M +$11.9M 1 0.04% New
185
PFM
Parsec Financial Management
North Carolina
$13.2M -$28.9K 1 1.31% Reduced
186
PSCM
Prince Street Capital Management
New York
$12.9M +$11M 1 2.62% Increased
187
Gotham Asset Management
Gotham Asset Management
New York
$12.6M -$24.4M 1 0.14% Reduced
188
Stifel Financial
Stifel Financial
Missouri
$12.6M -$300K 3 0.07% Reduced
189
DL
Delta Lloyd
Netherlands
$12.4M +$11.1M 1 0.41% New
190
Pzena Investment Management
Pzena Investment Management
New York
$12.3M -$1.64M 1 0.08% Reduced
191
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$12.3M $0 3 0.05% Maintained
192
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$12.2M $0 1 0.52% Maintained
193
HighTower Advisors
HighTower Advisors
Illinois
$12M +$3.02M 2 0.04% Increased
194
GMI
Greystone Managed Investments
Saskatchewan, Canada
$11.8M $0 1 0.44% Maintained
195
Barclays
Barclays
United Kingdom
$11.5M -$9.37M 6 0.02% Reduced
196
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$11.4M -$257K 7 0.01% Reduced
197
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$11.3M -$660K 1 0.01% Reduced
198
BlackRock
BlackRock
New York
$11.3M +$3.66M 6 0.02% Increased
199
Guggenheim Capital
Guggenheim Capital
Illinois
$11.2M -$264K 4 0.04% Reduced
200
KG
Killen Group
Pennsylvania
$11.2M +$10.4M 1 1.3% New
6 7
8
9 10