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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
Cullen Capital Management
Cullen Capital Management
New York
$66.5M +$18.6M 2 0.61% Increased
177
NHAS
Novo Holdings A/S
Denmark
$66.1M $0 1 4.36% Maintained
178
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$65.8M +$9.45M 5 0.38% Increased
179
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$65.2M -$454K 2 0.9% Reduced
180
TimesSquare Capital Management
TimesSquare Capital Management
New York
$63M +$15.6M 2 0.92% Increased
181
Waverton Investment Management
Waverton Investment Management
United Kingdom
$62.6M +$8.22M 1 1.93% Increased
182
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$62.3M +$1.18M 6 1.47% Increased
183
Stifel Financial
Stifel Financial
Missouri
$61.7M +$6.53M 4 0.09% Increased
184
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$60.9M +$3.85M 1 1.43% Increased
185
Allianz Asset Management
Allianz Asset Management
Germany
$60.6M -$2.92M 5 0.11% Reduced
186
ClearBridge Investments
ClearBridge Investments
New York
$60M +$37.1M 2 0.06% Increased
187
SL
Summitry LLC
California
$58.8M +$2.22M 1 3.95% Increased
188
Nordea Investment Management
Nordea Investment Management
Sweden
$58.2M -$3.14M 2 0.08% Reduced
189
OPFM
Optimus Prime Fund Management
Cayman Islands
$57.7M -$112M 1 8.03% Reduced
190
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$56.8M +$446K 2 0.95% Increased
191
Robeco Schweiz
Robeco Schweiz
Switzerland
$56.2M $0 1 0.91% Maintained
192
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$55.9M -$363K 4 0.15% Reduced
193
CIBC World Market
CIBC World Market
Ontario, Canada
$55.7M +$16.8M 1 0.19% Increased
194
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$55.1M +$3.9M 3 1.13% Increased
195
JHP
James Hambro & Partners
United Kingdom
$54.9M +$2.32M 1 4.01% Increased
196
DFO
Duquesne Family Office
New York
$53.8M +$51.9M 1 2.33% New
197
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$53M +$42.4M 1 1.01% Increased
198
SIM
SW Investment Management
Colorado
$52M -$27.3M 1 21.01% Reduced
199
Federated Hermes
Federated Hermes
Pennsylvania
$52M -$32.6M 4 0.13% Reduced
200
BCAM
Boston Common Asset Management
Massachusetts
$51.7M +$18.1M 1 1.08% Increased