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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
Westwood Holdings Group
Westwood Holdings Group
Texas
$66.1M +$2.53M 2 0.56% Increased
202
Quilter Plc
Quilter Plc
United Kingdom
$65.6M -$476K 1 2.22% Reduced
203
WAM
WT Asset Management
Hong Kong
$65.3M +$59.9M 1 8.21% New
204
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$64.2M -$1.65M 1 1.29% Reduced
205
TimesSquare Capital Management
TimesSquare Capital Management
New York
$63.2M -$13.2M 2 0.93% Reduced
206
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$61.1M +$50.6M 2 0.16% Increased
207
Candriam SCA
Candriam SCA
Luxembourg
$60.6M +$10M 1 0.42% Increased
208
Robeco Schweiz
Robeco Schweiz
Switzerland
$59.9M -$17.6M 1 1.01% Reduced
209
SFM
Systematic Financial Management
New Jersey
$59.8M +$2.03M 2 1.77% Increased
210
Bessemer Group
Bessemer Group
New Jersey
$59.1M -$2.88M 5 0.12% Reduced
211
E Fund Management
E Fund Management
China
$58.6M -$8.32M 2 3.71% Reduced
212
CFM
Coronation Fund Managers
South Africa
$58.5M -$2.54M 1 1.63% Reduced
213
Pzena Investment Management
Pzena Investment Management
New York
$57.9M -$25.3M 1 0.22% Reduced
214
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$57.5M $0 1 1.19% Maintained
215
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$56.5M +$28.9M 1 0.46% Increased
216
Meitav Investment House
Meitav Investment House
Israel
$56.2M +$815K 2 0.83% Increased
217
OPFM
Optimus Prime Fund Management
Cayman Islands
$55.6M $0 1 6.94% Maintained
218
Putnam Investments
Putnam Investments
Massachusetts
$55.5M +$1.33M 5 0.07% Increased
219
Allianz Asset Management
Allianz Asset Management
Germany
$54.5M -$2.71M 5 0.09% Reduced
220
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$54M -$40M 1 0.47% Reduced
221
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$54M +$26.3M 2 0.78% Increased
222
Wasatch Advisors
Wasatch Advisors
Utah
$53.8M -$9.05M 2 0.3% Reduced
223
Westfield Capital Management
Westfield Capital Management
Massachusetts
$53.7M +$12M 2 0.31% Increased
224
Brandes Investment Partners
Brandes Investment Partners
California
$53.4M +$14.2M 1 0.81% Increased
225
PCM
Palestra Capital Management
New York
$53.4M -$26.6M 1 2.65% Reduced
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