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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
251
WAM
WT Asset Management
Hong Kong
$218M +$185M 1 4.32% New
252
Epoch Investment Partners
Epoch Investment Partners
New York
$218M -$15.2M 1 1.24% Reduced
253
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$215M +$29.3M 3 0.12% Increased
254
Samlyn Capital
Samlyn Capital
New York
$211M -$3.54M 1 3.43% Reduced
255
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$210M -$7.33M 1 8.86% Reduced
256
DJE Kapital
DJE Kapital
Germany
$210M +$31.7M 2 3.97% Increased
257
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$209M +$38.3M 2 4.48% Increased
258
Y.D. More Investments
Y.D. More Investments
Israel
$209M +$7.32M 2 6.5% Increased
259
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$208M -$19.2M 3 0.47% Reduced
260
BI
BlueSpruce Investments
Illinois
$208M +$45.9M 1 31.91% Increased
261
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$207M +$1.44M 5 0.4% Increased
262
Royce & Associates
Royce & Associates
New York
$206M -$43.7M 5 1.66% Reduced
263
TCW Group
TCW Group
California
$200M +$80.3M 2 1.34% Increased
264
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$199M -$61.9M 5 0.57% Reduced
265
E Fund Management
E Fund Management
China
$199M -$44.5M 2 4.47% Reduced
266
Carrhae Capital
Carrhae Capital
United Kingdom
$198M -$58.6M 1 5.47% Reduced
267
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$197M +$166M 1 4.35% Increased
268
TD Asset Management
TD Asset Management
Ontario, Canada
$189M -$80.3M 5 0.16% Reduced
269
US Bancorp
US Bancorp
Minnesota
$189M +$103K 8 0.21% Increased
270
Daiwa Securities Group
Daiwa Securities Group
Japan
$188M +$81M 3 0.37% Increased
271
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$187M +$63M 1 2.22% Increased
272
Flossbach Von Storch
Flossbach Von Storch
Germany
$184M +$64M 1 0.83% Increased
273
Geneva Capital Management
Geneva Capital Management
Wisconsin
$184M -$62M 1 4.22% Reduced
274
Corient Private Wealth
Corient Private Wealth
Florida
$184M -$2.46M 6 0.26% Reduced
275
Chicago Capital
Chicago Capital
Illinois
$184M -$2.54M 1 4.43% Reduced