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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
TGA
Trilogy Global Advisors
Florida
$104M -$37.9M 1 2.81% Reduced
52
Goldman Sachs
Goldman Sachs
New York
$103M -$30.5M 5 0.03% Reduced
53
AllianceBernstein
AllianceBernstein
Tennessee
$101M +$31.8M 5 0.09% Increased
54
JHC
JFB Holdings Corp
Georgia
$98.7M +$15.1M 1 2.96% Increased
55
UBS AM
UBS AM
Illinois
$92.5M -$15.9M 6 0.1% Reduced
56
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$89.8M +$29.6M 1 0.37% Increased
57
Ameriprise
Ameriprise
Minnesota
$82.8M -$71M 6 0.05% Reduced
58
Causeway Capital Management
Causeway Capital Management
California
$81.8M -$11.5M 1 1.64% Reduced
59
Hermes Investment Management
Hermes Investment Management
United Kingdom
$78.5M -$1.49M 1 2.02% Reduced
60
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$78.1M +$59.8M 5 0.37% Increased
61
JSP
Jackson Square Partners
California
$73.5M -$2.82M 1 0.34% Reduced
62
BlackRock Group
BlackRock Group
United Kingdom
$72.4M -$23.5M 5 0.04% Reduced
63
Edge Asset Management
Edge Asset Management
Washington
$70.4M +$3.41M 1 0.7% Increased
64
USAA
United Services Automobile Association
Texas
$69.8M -$21.7M 2 0.26% Reduced
65
LSV Asset Management
LSV Asset Management
Illinois
$68.3M -$187K 3 0.15% Reduced
66
EARNEST Partners
EARNEST Partners
Georgia
$67.6M -$1.12M 2 0.66% Reduced
67
D.E. Shaw & Co
D.E. Shaw & Co
New York
$67.3M +$50.8M 5 0.1% Increased
68
Driehaus Capital Management
Driehaus Capital Management
Illinois
$65.6M +$17.9M 1 2.36% Increased
69
Fidelity International
Fidelity International
Bermuda
$65.3M +$1.92M 1 0.23% Increased
70
ING Group
ING Group
Netherlands
$63.2M -$16.6M 1 0.44% Reduced
71
Baupost Group
Baupost Group
Massachusetts
$61.6M +$8.4M 1 1.03% Increased
72
BlackRock Advisors
BlackRock Advisors
Delaware
$59.6M +$2.46M 5 0.06% Increased
73
Royce & Associates
Royce & Associates
New York
$57M +$9.39M 4 0.3% Increased
74
Charles Schwab
Charles Schwab
California
$57M -$3.55M 5 0.08% Reduced
75
Frontier Capital Management
Frontier Capital Management
Massachusetts
$56.3M -$5.63M 2 0.47% Reduced
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