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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
WC
Walthausen & Co
New York
$17.7M -$97.3K 1 1.75% Reduced
202
Ninety One (UK)
Ninety One (UK)
United Kingdom
$17.5M -$33.1M 1 0.09% Reduced
203
California Public Employees Retirement System
California Public Employees Retirement System
California
$17.1M -$1.32M 5 0.02% Reduced
204
SCM
Segantii Capital Management
Hong Kong
$16.9M +$17.2M 1 4.17% New
205
AG
Ashmore Group
United Kingdom
$16.8M -$1.23M 1 8.32% Reduced
206
Point72 Asset Management
Point72 Asset Management
Connecticut
$16.8M +$2.08M 2 0.07% Increased
207
Stifel Financial
Stifel Financial
Missouri
$16.6M +$1.89M 4 0.05% Increased
208
Cullen Capital Management
Cullen Capital Management
New York
$16.4M +$1.98M 2 0.58% Increased
209
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$16.1M -$647K 5 0.02% Reduced
210
NC
Nokomis Capital
Texas
$15.2M +$2.08M 1 2.92% Increased
211
Brown Advisory
Brown Advisory
Maryland
$15.2M +$3.99M 1 0.05% Increased
212
Westwood Holdings Group
Westwood Holdings Group
Texas
$15M +$1.16M 1 0.12% Increased
213
Baupost Group
Baupost Group
Massachusetts
$14.8M -$9.32M 1 0.14% Reduced
214
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$14.7M -$721K 1 0.36% Reduced
215
Frontier Capital Management
Frontier Capital Management
Massachusetts
$14.5M -$7.55M 1 0.11% Reduced
216
HighTower Advisors
HighTower Advisors
Illinois
$14.3M +$759K 1 0.12% Increased
217
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.3M -$57.2M 4 0.04% Reduced
218
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$14.2M +$360K 1 0.43% Increased
219
Prudential plc
Prudential plc
United Kingdom
$14.1M -$1.27M 2 0.04% Reduced
220
M&T Bank
M&T Bank
New York
$14.1M -$5.58K 3 0.08% Reduced
221
Putnam Investments
Putnam Investments
Massachusetts
$13.7M +$768K 2 0.03% Increased
222
AssetMark Inc
AssetMark Inc
California
$13.6M +$212K 3 0.14% Increased
223
HCM
Hollencrest Capital Management
California
$13.4M $0 1 1.76% Maintained
224
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$13.3M -$615K 1 0.09% Reduced
225
BIM
Bogle Investment Management
Massachusetts
$13M +$13M 1 0.98% New
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