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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
Capital Guardian Trust
Capital Guardian Trust
California
$181M -$3.64M 1 2.41% Reduced
52
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$181M +$6.34M 3 1.3% Increased
53
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$173M +$4.36M 7 0.15% Increased
54
Allianz Asset Management
Allianz Asset Management
Germany
$166M -$1.12M 2 0.16% Reduced
55
CCM
Cantillon Capital Management
New York
$163M -$693K 1 1.73% Reduced
56
LSV Asset Management
LSV Asset Management
Illinois
$161M -$6.51M 4 0.26% Reduced
57
Janus Henderson Group
Janus Henderson Group
$160M -$9.46M 2 0.09% Reduced
58
Aberdeen Group
Aberdeen Group
United Kingdom
$157M -$24.6M 1 0.34% Reduced
59
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$146M -$360M 5 0.35% Reduced
60
AustralianSuper
AustralianSuper
Australia
$143M $0 1 1.5% Maintained
61
Capital Research Global Investors
Capital Research Global Investors
California
$139M +$38.1M 1 0.04% Increased
62
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$138M +$2.41M 3 0.52% Increased
63
AllianceBernstein
AllianceBernstein
Tennessee
$133M +$19M 5 0.09% Increased
64
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$131M +$11M 4 0.14% Increased
65
NC
Northcape Capital
Australia
$129M -$1.04M 1 26.39% Reduced
66
Sands Capital Management
Sands Capital Management
Virginia
$127M -$265K 1 0.39% Reduced
67
Driehaus Capital Management
Driehaus Capital Management
Illinois
$127M +$12.1M 1 4.78% Increased
68
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$122M +$10.7M 7 0.16% Increased
69
Fidelity International
Fidelity International
Bermuda
$122M -$16.9M 1 0.19% Reduced
70
Harris Associates
Harris Associates
Illinois
$121M +$771K 1 0.22% Increased
71
Oaktree Capital Management
Oaktree Capital Management
California
$119M -$36.2M 1 2.26% Reduced
72
MC
Martin Currie
United Kingdom
$113M +$9.52M 1 7.95% Increased
73
ARGA Investment Management
ARGA Investment Management
Connecticut
$113M +$23.6M 2 16.94% Increased
74
Aperio Group
Aperio Group
California
$113M +$13.1M 7 0.49% Increased
75
D.E. Shaw & Co
D.E. Shaw & Co
New York
$108M -$3.67M 7 0.14% Reduced