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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
Comerica Bank
Comerica Bank
Texas
$11.6M -$580K 5 0.1% Reduced
202
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.3M -$9.68M 5 0.01% Reduced
203
Kennedy Capital Management
Kennedy Capital Management
Missouri
$11.3M +$143K 2 0.23% Increased
204
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$11.2M +$368K 1 1.67% Increased
205
Citadel Advisors
Citadel Advisors
Florida
$11.2M +$6.2M 7 0.01% Increased
206
OAM
Oxford Asset Management
United Kingdom
$10.4M +$408K 1 0.34% Increased
207
Stifel Financial
Stifel Financial
Missouri
$10.4M -$2.13M 2 0.05% Reduced
208
MCM
Matarin Capital Management
New York
$10.3M -$304K 2 1.4% Reduced
209
GA
Glenhill Advisors
New York
$10.2M +$84.9K 1 0.74% Increased
210
SI
Sensato Investors
California
$10.2M -$26.5M 3 1.65% Reduced
211
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$9.7M +$5.59M 1 0.21% Increased
212
NC
Nokomis Capital
Texas
$9.62M $0 1 2.04% Maintained
213
CHAM
Clear Harbor Asset Management
Connecticut
$9.26M +$515K 2 2.01% Increased
214
BCM
Breithorn Capital Management
New York
$9.2M -$1.12M 1 7.03% Reduced
215
MFAM
Motley Fool Asset Management
Virginia
$9.01M $0 1 1.97% Maintained
216
GI
Glovista Investments
New Jersey
$9M +$8.56M 1 1.6% New
217
PCR
Potrero Capital Research
California
$8.97M +$126K 1 8.17% Increased
218
Gotham Asset Management
Gotham Asset Management
New York
$8.87M -$3.64M 1 0.11% Reduced
219
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$8.79M $0 2 0.14% Maintained
220
FM
Forward Management
California
$8.74M +$3.53M 1 0.73% Increased
221
Axa
Axa
France
$8.71M +$1.84M 3 0.04% Increased
222
Waverton Investment Management
Waverton Investment Management
United Kingdom
$8.65M -$247K 2 0.65% Reduced
223
C WorldWide Group
C WorldWide Group
Denmark
$8.54M -$630K 2 0.16% Reduced
224
Carrhae Capital
Carrhae Capital
United Kingdom
$8.54M -$10.8M 1 7.94% Reduced
225
FIG
Fortress Investment Group
New York
$8.47M +$6.8M 1 0.22% Increased
7 8
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