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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
51
AC
Amici Capital
New York
$77.8M -$2.69M 1 2.81% Reduced
52
Seizert Capital Partners
Seizert Capital Partners
Michigan
$77.1M -$3.77M 3 2.1% Reduced
53
BlackRock Group
BlackRock Group
United Kingdom
$76.9M +$8M 5 0.05% Increased
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$75.2M +$56.1M 1 0.2% Increased
55
AQR Capital Management
AQR Capital Management
Connecticut
$72.9M -$25.9M 5 0.26% Reduced
56
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$67.8M +$5.09M 1 0.7% Increased
57
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$65.1M +$344K 2 0.29% Increased
58
USAA
United Services Automobile Association
Texas
$64.5M +$5.92M 1 0.28% Increased
59
Calamos Advisors
Calamos Advisors
Illinois
$63.2M +$15.1M 1 0.4% Increased
60
Ninety One (UK)
Ninety One (UK)
United Kingdom
$60.8M +$3.1M 1 0.45% Increased
61
Royce & Associates
Royce & Associates
New York
$59.9M +$7.45M 3 0.18% Increased
62
Baupost Group
Baupost Group
Massachusetts
$59M +$8.92M 1 1.69% Increased
63
JHC
JFB Holdings Corp
Georgia
$58.9M +$59.3M 1 2.33% New
64
UBS
UBS
Switzerland
$58.6M +$7.73M 8 0.06% Increased
65
CBOA
Commonwealth Bank of Australia
Australia
$58.4M -$1.33M 3 0.42% Reduced
66
GE
General Electric
Ohio
$56.3M -$19.7M 1 0.28% Reduced
67
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$55.3M +$1.87M 2 0.42% Increased
68
Axiom Investors
Axiom Investors
Connecticut
$52.8M +$9.49M 1 1.69% Increased
69
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$50.4M -$23.9M 4 0.27% Reduced
70
TD Asset Management
TD Asset Management
Ontario, Canada
$49.9M -$3.56M 1 0.1% Reduced
71
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$49.6M +$3.06M 2 0.25% Increased
72
Hermes Investment Management
Hermes Investment Management
United Kingdom
$49.5M +$5.59M 1 1.67% Increased
73
CCM
Chautauqua Capital Management
Colorado
$48.6M +$41.6M 1 11.43% Increased
74
Saturna Capital
Saturna Capital
Washington
$47.3M +$21.4K 1 1.26% Increased
75
Canada Life
Canada Life
Manitoba, Canada
$47M +$6.67M 1 0.19% Increased
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