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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
CC
Clearline Capital
New York
$25.1M +$19.4M 1 8.17% Increased
202
Prudential Financial
Prudential Financial
New Jersey
$24.9M -$3.26M 5 0.05% Reduced
203
Baird Financial Group
Baird Financial Group
Wisconsin
$24.5M +$10.9M 1 0.09% Increased
204
Capital International
Capital International
California
$23.6M -$2M 1 2.21% Reduced
205
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$23.3M -$7.29M 4 0.04% Reduced
206
Comerica Bank
Comerica Bank
Texas
$23M +$1.82M 5 0.18% Increased
207
VIMU
Veritas Investment Management (UK)
United Kingdom
$22.7M +$49.1K 1 5.49% Increased
208
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$22.7M +$21.1M 1 2.05% New
209
Legal & General Group
Legal & General Group
United Kingdom
$22.5M +$3.4M 6 0.01% Increased
210
AG
Ashmore Group
United Kingdom
$22.4M +$18.9M 1 5.93% Increased
211
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$22.2M +$1.68M 3 0.1% Increased
212
Quilter Plc
Quilter Plc
United Kingdom
$21.6M +$9.26M 1 1.06% Increased
213
AR
Advisory Research
Illinois
$21.1M -$9.25M 1 1.88% Reduced
214
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$21M -$407K 6 0.03% Reduced
215
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$21M +$19.5M 1 0.49% New
216
Artisan Partners
Artisan Partners
Wisconsin
$21M +$19.5M 1 0.03% New
217
VOYA Investment Management
VOYA Investment Management
Georgia
$20.7M -$6.67M 5 0.05% Reduced
218
LMR Partners
LMR Partners
United Kingdom
$20.2M +$2.02M 2 0.5% Increased
219
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$20M -$415K 1 1.46% Reduced
220
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$20M +$202K 1 1.88% Increased
221
M&T Bank
M&T Bank
New York
$19.9M +$13.7K 2 0.11% Increased
222
Truist Financial
Truist Financial
North Carolina
$19.8M +$1.21M 2 0.04% Increased
223
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$19.6M -$1.93M 1 0.31% Reduced
224
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$19.4M +$229K 4 0.23% Increased
225
VCM
Vigilant Capital Management
Maine
$19.4M +$555K 1 2.36% Increased