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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
201
Legal & General Group
Legal & General Group
United Kingdom
$10.3M +$630K 6 0.01% Increased
202
GMI
Greystone Managed Investments
Saskatchewan, Canada
$10.2M -$7.47K 1 0.39% Reduced
203
BCM
Breithorn Capital Management
New York
$10M +$46.8K 1 6.78% Increased
204
Baird Financial Group
Baird Financial Group
Wisconsin
$9.96M -$161K 1 0.1% Reduced
205
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.25M -$340K 1 0.31% Reduced
206
SR
Sloane Robinson
United Kingdom
$8.96M +$1.73M 1 9% Increased
207
Comerica Bank
Comerica Bank
Texas
$8.93M +$701K 5 0.09% Increased
208
Federated Hermes
Federated Hermes
Pennsylvania
$8.87M +$294K 3 0.03% Increased
209
Jefferies Group
Jefferies Group
New York
$8.82M -$1.75M 3 0.05% Reduced
210
HHMI
Howard Hughes Medical Institute
Maryland
$8.53M -$1.24M 1 1.3% Reduced
211
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$8.28M -$487K 4 0.04% Reduced
212
TBA
Tower Bridge Advisors
Pennsylvania
$8.28M -$1.68M 1 1.08% Reduced
213
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$8.23M $0 2 0.15% Maintained
214
Waverton Investment Management
Waverton Investment Management
United Kingdom
$8.12M -$2.59M 2 0.61% Reduced
215
PCR
Potrero Capital Research
California
$7.92M +$8.72M 1 7.16% New
216
MFAM
Motley Fool Asset Management
Virginia
$7.82M -$1.32M 1 1.57% Reduced
217
Los Angeles Capital Management
Los Angeles Capital Management
California
$7.79M +$7.11M 2 0.07% Increased
218
Truist Financial
Truist Financial
North Carolina
$7.63M -$1.48M 1 0.2% Reduced
219
HighTower Advisors
HighTower Advisors
Illinois
$7.52M -$3.88M 1 0.09% Reduced
220
Panagora Asset Management
Panagora Asset Management
Massachusetts
$7.5M -$941K 5 0.04% Reduced
221
WC
Walthausen & Co
New York
$7.49M +$42.6K 1 0.72% Increased
222
Highbridge Capital Management
Highbridge Capital Management
New York
$7.42M +$3.22M 2 0.11% Increased
223
Nordea Investment Management
Nordea Investment Management
Sweden
$7.36M +$453K 4 0.03% Increased
224
VCM
Vigilant Capital Management
Maine
$7.3M -$44.4K 1 1.48% Reduced
225
AL
AJO LP
Pennsylvania
$7.17M -$359K 1 0.03% Reduced
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