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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
Hermes Investment Management
Hermes Investment Management
United Kingdom
$147M -$5.35M 1 2.5% Reduced
52
Carmignac Gestion
Carmignac Gestion
France
$137M -$4.45M 1 1.03% Reduced
53
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$136M +$8.73M 2 0.59% Increased
54
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$133M +$431K 7 0.02% Increased
55
Ameriprise
Ameriprise
Minnesota
$133M +$170K 6 0.07% Increased
56
LSV Asset Management
LSV Asset Management
Illinois
$129M +$6.48M 5 0.25% Increased
57
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$129M $0 2 0.47% Maintained
58
Numeric Investors
Numeric Investors
Massachusetts
$128M +$13.1M 4 1.21% Increased
59
Janus Henderson Group
Janus Henderson Group
$126M -$58.1M 1 0.93% Reduced
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$119M +$8.08M 5 0.17% Increased
61
Putnam Investments
Putnam Investments
Massachusetts
$117M +$10.9M 2 0.28% Increased
62
SEI Investments
SEI Investments
Pennsylvania
$114M +$25M 4 0.58% Increased
63
TGA
Trilogy Global Advisors
Florida
$109M -$4.23M 1 3.62% Reduced
64
Charles Schwab
Charles Schwab
California
$109M +$5.17M 5 0.13% Increased
65
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M +$67M 5 0.16% Increased
66
Credit Suisse
Credit Suisse
Switzerland
$106M -$25.2M 6 0.1% Reduced
67
Oaktree Capital Management
Oaktree Capital Management
California
$104M -$27.1M 1 1.35% Reduced
68
Edge Asset Management
Edge Asset Management
Washington
$103M -$1.43M 1 0.86% Reduced
69
USAA
United Services Automobile Association
Texas
$98.2M +$718K 2 0.33% Increased
70
EARNEST Partners
EARNEST Partners
Georgia
$95.3M +$14.7M 2 1% Increased
71
AllianceBernstein
AllianceBernstein
Tennessee
$94.4M +$3.89M 5 0.08% Increased
72
Royce & Associates
Royce & Associates
New York
$90.6M -$8.69M 3 0.6% Reduced
73
WBC
Westpac Banking Corp
Australia
$87.9M -$5.9M 1 0.95% Reduced
74
CI Investments Inc
CI Investments Inc
Ontario, Canada
$87M +$30.2M 2 0.95% Increased
75
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$86.1M -$40.1M 1 0.31% Reduced