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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
26
AQR Capital Management
AQR Capital Management
Connecticut
$246M -$57.4M 3 0.49% Reduced
27
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$207M +$41.8M 1 1.3% Increased
28
Renaissance Technologies
Renaissance Technologies
New York
$199M +$13.6M 8 0.48% Increased
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$199M +$70.1M 3 0.69% Increased
30
State Street
State Street
Massachusetts
$198M +$31.6M 7 0.02% Increased
31
Wellington Management Group
Wellington Management Group
Massachusetts
$193M +$3.67M 5 0.05% Increased
32
Allianz Asset Management
Allianz Asset Management
Germany
$182M -$1.92M 4 0.22% Reduced
33
Northern Trust
Northern Trust
Illinois
$177M +$3.26M 6 0.06% Increased
34
Capital Guardian Trust
Capital Guardian Trust
California
$174M +$27.9M 1 1.41% Increased
35
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$172M +$8.91M 5 0.04% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$156M -$156M 7 0.12% Reduced
37
Janus Henderson Group
Janus Henderson Group
$149M -$4.62M 1 1.31% Reduced
38
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$146M +$17M 1 3.1% Increased
39
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$146M +$16.3M 1 1.22% Increased
40
Credit Suisse
Credit Suisse
Switzerland
$144M -$63.2M 6 0.17% Reduced
41
Comgest Global Investors
Comgest Global Investors
France
$140M -$8.5M 1 5.31% Reduced
42
MICM
Matthews International Capital Management
California
$140M -$23.4M 1 6.19% Reduced
43
Epoch Investment Partners
Epoch Investment Partners
New York
$136M +$138M 1 0.53% New
44
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$128M -$11.6M 5 0.02% Reduced
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$125M -$2.41M 6 0.09% Reduced
46
Axiom Investors
Axiom Investors
Connecticut
$124M +$3.07M 1 3.91% Increased
47
Franklin Resources
Franklin Resources
California
$118M -$2.87M 2 0.06% Reduced
48
Macquarie Group
Macquarie Group
Australia
$116M -$157K 2 0.25% Reduced
49
UBS Group
UBS Group
Switzerland
$114M -$80.1M 8 0.08% Reduced
50
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$106M -$5.59M 2 0.45% Reduced