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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
176
CAM
Cidel Asset Management
Ontario, Canada
$22.2M +$393K 1 1.07% Increased
177
PSCM
Prince Street Capital Management
New York
$21.6M +$20.5M 1 4.97% New
178
MCM
Matarin Capital Management
New York
$20.9M -$3.08M 2 2.06% Reduced
179
TWI
Thomas White International
Illinois
$20.8M -$3.83M 1 3.01% Reduced
180
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$20.7M -$4.45M 2 0.5% Reduced
181
Point72 Asset Management
Point72 Asset Management
Connecticut
$19.9M +$10.5M 2 0.11% Increased
182
Capital International Sarl
Capital International Sarl
California
$19.6M -$487K 1 1.69% Reduced
183
Axa
Axa
France
$19.1M -$1.72M 3 0.09% Reduced
184
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$18.9M -$896K 7 0.02% Reduced
185
Manning & Napier Advisors
Manning & Napier Advisors
New York
$18.2M +$79.5K 1 0.14% Increased
186
Pzena Investment Management
Pzena Investment Management
New York
$18M $0 1 0.1% Maintained
187
VIMU
Veritas Investment Management (UK)
United Kingdom
$17.8M -$125K 1 6.86% Reduced
188
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$17.7M -$2.99M 4 0.22% Reduced
189
JCM
Janney Capital Management
Pennsylvania
$17.4M -$437K 1 0.8% Reduced
190
Cambiar Investors
Cambiar Investors
Colorado
$17.3M +$9.05M 2 0.29% Increased
191
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3M +$24M 4 0.33% New
192
Citadel Advisors
Citadel Advisors
Florida
$17.2M -$1.66M 6 0.02% Reduced
193
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$17.1M +$16.4M 5 0.49% New
194
1832 Asset Management
1832 Asset Management
Ontario, Canada
$16.6M +$15.8M 1 0.06% New
195
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$16.3M -$557K 1 0.42% Reduced
196
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$16.3M -$1.02M 1 0.11% Reduced
197
UBS O'Connor
UBS O'Connor
Illinois
$16.2M +$15.4M 1 0.27% New
198
DL
Delta Lloyd
Netherlands
$15.9M +$74.8K 1 0.48% Increased
199
SCP
Seafarer Capital Partners
California
$15.7M +$2.4M 1 5.93% Increased
200
Hood River Capital Management
Hood River Capital Management
Florida
$15.5M +$6.12M 1 1.17% Increased
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