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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
Waverton Investment Management
Waverton Investment Management
United Kingdom
$55M +$24.1M 1 2.14% Increased
202
Eventide Asset Management
Eventide Asset Management
Massachusetts
$54.4M $0 1 0.73% Maintained
203
TWI
Thomas White International
Illinois
$53.3M +$12.4M 2 7.31% Increased
204
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$53.2M +$1.66M 6 0.11% Increased
205
Artisan Partners
Artisan Partners
Wisconsin
$53M -$78.8M 1 0.06% Reduced
206
TIM
Triodos Investment Management
Netherlands
$51.8M +$261K 1 6.94% Increased
207
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$50.3M +$6.71M 2 1.27% Increased
208
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$49.2M -$7.63M 1 0.45% Reduced
209
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$48.9M +$1.33M 1 3.08% Increased
210
Voloridge Investment Management
Voloridge Investment Management
Florida
$48.8M +$2.21M 3 0.34% Increased
211
MSL
Mackay Shields LLC
New York
$48.7M -$16.9M 1 0.46% Reduced
212
Aviva
Aviva
United Kingdom
$47.9M -$300K 1 0.21% Reduced
213
CIBC World Market
CIBC World Market
Ontario, Canada
$47.7M +$2.48M 2 0.13% Increased
214
LPL Financial
LPL Financial
California
$47.5M +$2.87M 7 0.05% Increased
215
Legal & General Group
Legal & General Group
United Kingdom
$47.3M -$7.28M 6 0.02% Reduced
216
Geneva Capital Management
Geneva Capital Management
Wisconsin
$47M +$16.3M 1 0.77% Increased
217
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$46.3M -$1.04M 1 0.11% Reduced
218
Prudential Financial
Prudential Financial
New Jersey
$46.2M -$152K 6 0.06% Reduced
219
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$46M -$1.42M 5 1.08% Reduced
220
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$45.9M +$10.7M 2 0.63% Increased
221
M&G Investment Management
M&G Investment Management
United Kingdom
$44.5M +$15.8M 2 0.11% Increased
222
SG Americas Securities
SG Americas Securities
New York
$44.2M +$3.52M 5 0.21% Increased
223
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7M +$13M 4 0.44% Increased
224
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$43.7M +$1.59M 3 0.11% Increased
225
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$43.5M -$47.3M 1 0.1% Reduced