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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
Wasatch Advisors
Wasatch Advisors
Utah
$38.8M -$420K 2 0.26% Reduced
202
OAM
Origin Asset Management
United Kingdom
$38.6M -$8.72M 1 11.3% Reduced
203
LFDLE
La Financiere de L'Echiquier
France
$37.9M -$4.15M 1 2.39% Reduced
204
Cullen Capital Management
Cullen Capital Management
New York
$37.3M -$7.45M 2 0.48% Reduced
205
Pacer Advisors
Pacer Advisors
Pennsylvania
$37.2M -$11.7M 4 0.19% Reduced
206
TimesSquare Capital Management
TimesSquare Capital Management
New York
$36.8M -$5.94M 1 0.52% Reduced
207
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$36.5M +$9.15M 1 0.36% Increased
208
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.9M -$27.1M 4 0.2% Reduced
209
Rockefeller Capital Management
Rockefeller Capital Management
New York
$35.4M -$5.66M 5 0.18% Reduced
210
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$34.4M -$337K 2 0.76% Reduced
211
Congress Asset Management
Congress Asset Management
Massachusetts
$34.3M +$2.13M 2 0.34% Increased
212
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$32.4M -$16.1M 1 0.18% Reduced
213
Westwood Holdings Group
Westwood Holdings Group
Texas
$32.4M -$2.43M 2 0.28% Reduced
214
E Fund Management
E Fund Management
China
$32.3M +$217K 1 2.68% Increased
215
Adage Capital Partners
Adage Capital Partners
Massachusetts
$31.7M -$1.81M 1 0.08% Reduced
216
MICM
Matthews International Capital Management
California
$31.3M -$12.7M 1 3.7% Reduced
217
CIBC World Market
CIBC World Market
Ontario, Canada
$30.6M -$7.62M 1 0.11% Reduced
218
Old Mission Capital
Old Mission Capital
Illinois
$30.6M +$29.7M 1 0.87% New
219
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$30.5M +$4.83M 3 0.06% Increased
220
VARA
Value Aligned Research Advisors
New Jersey
$30.3M +$29.5M 2 13.75% New
221
US Bancorp
US Bancorp
Minnesota
$30M -$2.53M 7 0.05% Reduced
222
Rathbones Group
Rathbones Group
United Kingdom
$29.8M +$4.56M 1 0.34% Increased
223
Truist Financial
Truist Financial
North Carolina
$28.9M -$3.22M 3 0.05% Reduced
224
HP
Harvey Partners
New York
$28.8M -$64.2M 1 3.66% Reduced
225
Creative Planning
Creative Planning
Kansas
$28.7M +$1.19M 3 0.04% Increased