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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
226
Rockefeller Capital Management
Rockefeller Capital Management
New York
$52.3M -$577K 2 0.17% Reduced
227
Appaloosa LP
Appaloosa LP
New Jersey
$52M -$47.7M 1 0.9% Reduced
228
Maverick Capital
Maverick Capital
Texas
$52M +$18.7M 2 1.04% Increased
229
Rathbones Group
Rathbones Group
United Kingdom
$51.9M +$1.48M 1 0.33% Increased
230
OAM
Origin Asset Management
United Kingdom
$51.2M $0 1 13.72% Maintained
231
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$51.1M +$1.38M 2 1.79% Increased
232
F
FIFTHDELTA
United Kingdom
$50.5M +$7.28M 1 7.76% Increased
233
Osaic Holdings
Osaic Holdings
Arizona
$50.1M -$8.36M 8 0.09% Reduced
234
Parnassus Investments
Parnassus Investments
California
$49.9M +$45.4M 1 0.11% Increased
235
TPC
Tiger Pacific Capital
New York
$48.8M $0 1 10.4% Maintained
236
Carrhae Capital
Carrhae Capital
United Kingdom
$48.7M -$25.5M 1 9.62% Reduced
237
Truist Financial
Truist Financial
North Carolina
$48.7M +$325K 4 0.08% Increased
238
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2M +$273K 5 0.45% Increased
239
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$48.2M -$2.72M 1 1.59% Reduced
240
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$48.1M +$1.11M 3 0.45% Increased
241
Causeway Capital Management
Causeway Capital Management
California
$48.1M -$3.31M 1 1.23% Reduced
242
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$47.7M +$11.3M 1 1.53% Increased
243
Corient Private Wealth
Corient Private Wealth
Florida
$47.3M +$249K 4 0.09% Increased
244
DCM
Divisar Capital Management
California
$47.1M +$871K 2 8.68% Increased
245
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$47M +$41.5M 1 4.33% Increased
246
Guinness Asset Management
Guinness Asset Management
United Kingdom
$46.8M +$305K 1 1.02% Increased
247
BCAM
Boston Common Asset Management
Massachusetts
$46.7M -$1.96M 1 1.06% Reduced
248
Creative Planning
Creative Planning
Kansas
$46.6M -$16.8M 5 0.09% Reduced
249
US Bancorp
US Bancorp
Minnesota
$46.6M +$3.67M 7 0.07% Increased
250
Eagle Asset Management
Eagle Asset Management
Florida
$45.6M -$1.34M 2 0.24% Reduced
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