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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
Harris Associates
Harris Associates
Illinois
$24.6M +$23.1M 1 0.04% New
177
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$24.1M +$7.53M 5 0.02% Increased
178
VIMU
Veritas Investment Management (UK)
United Kingdom
$24M +$1.22M 1 6.62% Increased
179
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.6M -$5.48M 1 1.89% Reduced
180
TIM
Triodos Investment Management
Netherlands
$23.4M +$371K 1 4.05% Increased
181
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.1M -$13.6M 1 0.04% Reduced
182
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$22.9M -$1.53M 2 0.3% Reduced
183
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$22.5M +$21.1M 1 0.05% New
184
NPIC
Neumeier Poma Investment Counsel
California
$21.6M +$10.5M 1 1.79% Increased
185
Stifel Financial
Stifel Financial
Missouri
$21.2M +$4.1M 4 0.06% Increased
186
PFM
Parsec Financial Management
North Carolina
$20.9M +$841K 1 1.32% Increased
187
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.8M +$5.15M 4 0.12% Increased
188
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$20.7M -$157K 1 0.14% Reduced
189
Candriam SCA
Candriam SCA
Luxembourg
$20.4M +$16.3M 1 0.27% Increased
190
Holocene Advisors
Holocene Advisors
New York
$20.2M +$18.8M 3 0.33% Increased
191
Glenmede Trust
Glenmede Trust
Pennsylvania
$20.1M -$1.71M 2 0.08% Reduced
192
Jane Street
Jane Street
New York
$19.4M +$1.8M 5 0.04% Increased
193
EGA
Evermore Global Advisors
New Jersey
$19.3M +$807K 1 2.47% Increased
194
Todd Asset Management
Todd Asset Management
Kentucky
$19.1M -$3.5M 1 0.53% Reduced
195
Pzena Investment Management
Pzena Investment Management
New York
$19M -$8.05M 1 0.09% Reduced
196
Manning & Napier Group
Manning & Napier Group
New York
$18.7M +$48.6K 1 0.18% Increased
197
JVBC
J.V. Bruni & Co
Colorado
$18.7M -$215K 1 3.03% Reduced
198
Westwood Holdings Group
Westwood Holdings Group
Texas
$18.4M +$714K 1 0.16% Increased
199
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$18.3M +$7.29M 2 0.43% Increased
200
NC
Nokomis Capital
Texas
$18M +$6.01M 1 3.56% Increased