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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
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$126M +$20.6M 7 0.02% Increased
52
MAM
Marketfield Asset Management
New York
$126M -$64.9M 1 2.2% Reduced
53
Macquarie Group
Macquarie Group
Australia
$124M +$577K 1 0.26% Increased
54
NMC
Nine Masts Capital
Hong Kong
$124M +$120M 1 29.53% New
55
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$123M -$7.82M 2 0.48% Reduced
56
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$117M +$11.3M 1 0.85% Increased
57
EARNEST Partners
EARNEST Partners
Georgia
$114M +$1.76M 2 0.93% Increased
58
Seizert Capital Partners
Seizert Capital Partners
Michigan
$113M -$14.7M 3 2.39% Reduced
59
AllianceBernstein
AllianceBernstein
Tennessee
$111M +$1.57M 6 0.09% Increased
60
Carmignac Gestion
Carmignac Gestion
France
$110M +$108M 1 1.01% New
61
Oaktree Capital Management
Oaktree Capital Management
California
$109M +$10.3M 1 1.17% Increased
62
USAA
United Services Automobile Association
Texas
$97.1M +$375K 2 0.34% Increased
63
BlackRock Group
BlackRock Group
United Kingdom
$96.9M +$446K 5 0.05% Increased
64
Scout Investments
Scout Investments
Missouri
$92.9M -$11.2M 1 1.43% Reduced
65
ING Group
ING Group
Netherlands
$92.6M +$8.42M 1 0.44% Increased
66
JHC
JFB Holdings Corp
Georgia
$90.1M -$5.27M 1 2.39% Reduced
67
Hermes Investment Management
Hermes Investment Management
United Kingdom
$88.9M +$51.8M 1 2.29% Increased
68
American Century Companies
American Century Companies
Missouri
$86.2M +$22.5M 5 0.1% Increased
69
JSP
Jackson Square Partners
California
$85.4M +$36.2M 1 0.34% Increased
70
LSV Asset Management
LSV Asset Management
Illinois
$80M +$17.1M 3 0.17% Increased
71
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$79.6M +$16.2M 2 0.2% Increased
72
Causeway Capital Management
Causeway Capital Management
California
$78.3M +$39.5M 2 2.26% Increased
73
Baupost Group
Baupost Group
Massachusetts
$76.6M $0 1 1.5% Maintained
74
DCM
Dupont Capital Management
Delaware
$72.6M +$15.7M 3 1.34% Increased
75
Ninety One (UK)
Ninety One (UK)
United Kingdom
$72.2M -$19.4M 1 0.44% Reduced