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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
SRS Investment Management
SRS Investment Management
New York
$79.9M $0 1 0.97% Maintained
177
C WorldWide Group
C WorldWide Group
Denmark
$77M -$2.05M 1 1.03% Reduced
178
SL
Summitry LLC
California
$76.9M -$53.9K 1 4.46% Reduced
179
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$76.9M -$6.79M 2 1.74% Reduced
180
Marsico Capital Management
Marsico Capital Management
Colorado
$75.9M +$51.6M 1 2.97% Increased
181
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$75.6M +$69M 2 0.99% New
182
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$74.9M +$16.3M 5 0.36% Increased
183
Stifel Financial
Stifel Financial
Missouri
$74.7M +$3.56M 4 0.09% Increased
184
Congress Asset Management
Congress Asset Management
Massachusetts
$73.9M -$2.04M 2 0.58% Reduced
185
NHAS
Novo Holdings A/S
Denmark
$73.9M $0 1 4.56% Maintained
186
Aviva
Aviva
United Kingdom
$73.5M +$6.86M 2 0.26% Increased
187
Waverton Investment Management
Waverton Investment Management
United Kingdom
$73.3M -$8.78M 1 1.78% Reduced
188
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$73.2M -$1.69M 6 1.52% Reduced
189
PointState Capital
PointState Capital
New York
$73M +$5.32M 1 1.77% Increased
190
LPL Financial
LPL Financial
California
$72.9M +$4.42M 8 0.04% Increased
191
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$70.8M +$64.9M 1 2.94% New
192
HighTower Advisors
HighTower Advisors
Illinois
$70.6M +$3.6M 5 0.12% Increased
193
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$69.8M +$38.8M 4 0.14% Increased
194
JHP
James Hambro & Partners
United Kingdom
$69.8M +$4.39M 1 3.71% Increased
195
Aberdeen Group
Aberdeen Group
United Kingdom
$69.1M -$8.42M 2 0.15% Reduced
196
Kodai Capital Management
Kodai Capital Management
Illinois
$68.6M +$62.9M 1 1.4% New
197
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$67.6M -$592K 1 0.56% Reduced
198
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$67M +$5.92M 1 0.05% Increased
199
Cullen Capital Management
Cullen Capital Management
New York
$66.7M -$4.73M 2 0.99% Reduced
200
SIM
SW Investment Management
Colorado
$66.5M -$9.2M 1 22.94% Reduced