← All themes Semiconductors

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	Two Sigma Advisers New York	$16.8M	-$6.29M	7	0.06%	Reduced
202	M&T Bank Buffalo, New York	$16.7M	-$480K	3	0.1%	Reduced
203	Cookson Peirce & Co Pittsburgh, Pennsylvania	$16.6M	+$5.65M	1	1.91%	Increased
204	Legal & General Group London, United Kingdom	$16.6M	+$215K	6	0.01%	Increased
205	AFG American Financial Group Cincinnati, Ohio	$16.5M	+$19.1M	1	1.96%	New
206	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$16.3M	-$3.79M	4	0.23%	Reduced
207	Nordea Investment Management Stockholm, Sweden	$16M	+$15.5M	1	0.04%	Increased
208	VCM Vigilant Capital Management Portland, Maine	$15.8M	-$852K	1	2.31%	Reduced
209	LMR Partners London, United Kingdom	$15.6M	-$9.3M	1	0.73%	Reduced
210	Truist Financial Charlotte, North Carolina	$15.4M	-$1.02M	2	0.04%	Reduced
211	PFM Parsec Financial Management Asheville, North Carolina	$14.9M	-$3.82M	1	1.12%	Reduced
212	Crake Asset Management London, United Kingdom	$14.4M	+$16.5M	1	2.94%	New
213	Covington Capital Management Los Angeles, California	$14.4M	+$170K	1	0.94%	Increased
214	MTC McDaniel Terry & Co Austin, Texas	$14.2M	+$2.77M	1	2.62%	Increased
215	FRI FountainCap Research & Investment Hong Kong, China	$14.1M	+$1.28M	1	11.63%	Increased
216	Silvercrest Asset Management New York	$14M	-$862K	2	0.15%	Reduced
217	Palisade Capital Management Fort Lee, New Jersey	$13.9M	+$1.91M	1	0.49%	Increased
218	DCM Divisar Capital Management San Francisco, California	$13.9M	+$4.57M	1	5.43%	Increased
219	Mariner Overland Park, Kansas	$13.7M	+$994K	2	0.17%	Increased
220	FAS Formuepleje A/S Aarhus C, Denmark	$13.7M	+$9.07M	1	0.91%	Increased
221	MCM Matarin Capital Management New York	$13.7M	-$1.68M	2	2.12%	Reduced
222	KCMH Keywise Capital Management (HK) Hong Kong	$13.6M	-$53M	1	3.68%	Reduced
223	Zurich Cantonal Bank Zurich, Switzerland	$13.6M	+$2.79M	5	0.13%	Increased
224	CIBC World Market Toronto, Ontario, Canada	$13.4M	+$3.19M	1	0.07%	Increased
225	Capital International Sarl Los Angeles, California	$13.1M	+$4.44M	1	2.38%	Increased