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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
Deutsche Bank
Deutsche Bank
Germany
$228M +$57M 7 0.16% Increased
27
Northern Trust
Northern Trust
Illinois
$218M +$22.3M 6 0.07% Increased
28
Capital Guardian Trust
Capital Guardian Trust
California
$200M +$8.71M 1 1.55% Increased
29
Allianz Asset Management
Allianz Asset Management
Germany
$190M -$9.28M 4 0.22% Reduced
30
Renaissance Technologies
Renaissance Technologies
New York
$189M -$26.9M 7 0.41% Reduced
31
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$188M +$6.9M 5 0.04% Increased
32
State Street
State Street
Massachusetts
$184M -$29.8M 7 0.02% Reduced
33
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$175M +$15.3M 1 1.35% Increased
34
JSP
Jackson Square Partners
California
$174M -$2.87M 1 0.64% Reduced
35
Wellington Management Group
Wellington Management Group
Massachusetts
$161M -$49.8M 4 0.04% Reduced
36
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$160M +$23M 7 0.11% Increased
37
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$154M -$5.96M 1 3.4% Reduced
38
Epoch Investment Partners
Epoch Investment Partners
New York
$146M -$2.94M 1 0.58% Reduced
39
Axiom Investors
Axiom Investors
Connecticut
$145M +$8.67M 1 4.67% Increased
40
MICM
Matthews International Capital Management
California
$145M -$8.22M 1 6.45% Reduced
41
Comgest Global Investors
Comgest Global Investors
France
$144M -$10.1M 1 4.79% Reduced
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$138M -$79.5M 3 0.49% Reduced
43
Franklin Resources
Franklin Resources
California
$126M -$9.46M 2 0.06% Reduced
44
Macquarie Group
Macquarie Group
Australia
$126M -$1.65M 1 0.26% Reduced
45
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$120M -$10.2M 6 0.02% Reduced
46
Credit Suisse
Credit Suisse
Switzerland
$114M -$42.7M 6 0.13% Reduced
47
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$112M -$4.55M 2 0.47% Reduced
48
TGA
Trilogy Global Advisors
Florida
$109M -$4.97M 1 2.83% Reduced
49
D.E. Shaw & Co
D.E. Shaw & Co
New York
$108M +$34.6M 7 0.16% Increased
50
JHC
JFB Holdings Corp
Georgia
$106M -$2.45M 1 3.15% Reduced