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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
Charles Schwab
Charles Schwab
California
$168M +$17.7M 4 0.03% Increased
202
Quilter Plc
Quilter Plc
United Kingdom
$168M -$6.31M 1 2.89% Reduced
203
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$165M +$2.35M 1 1.96% Increased
204
SL
Summitry LLC
California
$165M -$4.77M 2 6.96% Reduced
205
Mariner
Mariner
Kansas
$163M +$31.1M 7 0.21% Increased
206
Cerity Partners
Cerity Partners
New York
$163M +$3.66M 4 0.26% Increased
207
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$161M +$46.3M 4 0.51% Increased
208
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$159M -$7.2M 3 2.26% Reduced
209
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$158M -$455K 2 0.92% Reduced
210
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$158M -$6.17M 6 0.27% Reduced
211
LBP AM
LBP AM
France
$156M +$358K 1 1.92% Increased
212
Nordea Investment Management
Nordea Investment Management
Sweden
$155M -$117M 2 0.14% Reduced
213
Epoch Investment Partners
Epoch Investment Partners
New York
$152M -$26.6M 1 0.84% Reduced
214
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$151M $0 2 6.54% Maintained
215
AssetMark Inc
AssetMark Inc
California
$144M +$5.99M 7 0.31% Increased
216
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$143M +$11.2M 2 1.26% Increased
217
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$142M +$122M 1 0.22% Increased
218
Phoenix Financial
Phoenix Financial
Israel
$142M -$31.3M 2 1.73% Reduced
219
Causeway Capital Management
Causeway Capital Management
California
$142M -$2.46M 1 1.87% Reduced
220
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$142M +$13.1M 1 3.46% Increased
221
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$141M -$5.59M 7 0.11% Reduced
222
Geneva Capital Management
Geneva Capital Management
Wisconsin
$140M +$298K 1 2.4% Increased
223
Walleye Capital
Walleye Capital
New York
$138M +$56.8M 3 0.52% Increased
224
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$138M +$11.8M 1 1.3% Increased
225
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$138M +$12.2M 1 3.92% Increased