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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
Sands Capital Management
Sands Capital Management
Virginia
$199M +$33.6M 1 0.64% Increased
52
Capital Research Global Investors
Capital Research Global Investors
California
$190M +$8.13M 1 0.06% Increased
53
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$189M +$11.6M 6 0.73% Increased
54
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$185M +$170M 1 10.57% New
55
Deutsche Bank
Deutsche Bank
Germany
$182M -$82.2M 8 0.13% Reduced
56
UBS AM
UBS AM
Illinois
$180M +$19.9M 6 0.12% Increased
57
CCM
Cantillon Capital Management
New York
$180M -$1.58M 1 1.75% Reduced
58
Driehaus Capital Management
Driehaus Capital Management
Illinois
$177M -$26M 1 5.77% Reduced
59
BAMCO Inc
BAMCO Inc
New York
$176M +$62M 1 0.72% Increased
60
VanEck Associates
VanEck Associates
New York
$176M +$17.1M 1 0.83% Increased
61
AllianceBernstein
AllianceBernstein
Tennessee
$175M +$20M 5 0.11% Increased
62
Aberdeen Group
Aberdeen Group
United Kingdom
$174M +$7.39M 1 0.43% Increased
63
NC
Northcape Capital
Australia
$173M +$26M 1 30.54% Increased
64
UBS Group
UBS Group
Switzerland
$160M -$16.3M 7 0.06% Reduced
65
Aperio Group
Aperio Group
California
$153M +$17.4M 7 0.6% Increased
66
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151M -$4.73M 4 0.17% Reduced
67
Citadel Advisors
Citadel Advisors
Florida
$148M +$35M 8 0.07% Increased
68
Allianz Asset Management
Allianz Asset Management
Germany
$146M +$5.01M 3 0.14% Increased
69
ARGA Investment Management
ARGA Investment Management
Connecticut
$142M +$797K 2 17.69% Increased
70
Credit Suisse
Credit Suisse
Switzerland
$141M -$14.8M 6 0.12% Reduced
71
MC
Martin Currie
United Kingdom
$141M +$8.21M 1 9.01% Increased
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$139M -$1.48M 5 0.18% Reduced
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$138M +$7.04M 4 0.96% Increased
74
Comgest Global Investors
Comgest Global Investors
France
$137M +$42.4M 1 2.79% Increased
75
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$132M -$442K 5 0.02% Reduced