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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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$192M +$65.3M 1 6.41% Increased
52
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$191M -$6.79M 2 2.61% Reduced
53
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$183M -$67.9M 1 1.75% Reduced
54
CCM
Cantillon Capital Management
New York
$181M -$181K 1 2% Reduced
55
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$179M -$4.02M 6 0.87% Reduced
56
Janus Henderson Group
Janus Henderson Group
$177M -$73.6M 1 0.12% Reduced
57
BAMCO Inc
BAMCO Inc
New York
$176M -$7.84M 1 0.86% Reduced
58
Ninety One (UK)
Ninety One (UK)
United Kingdom
$173M +$9.61M 1 0.73% Increased
59
Allianz Asset Management
Allianz Asset Management
Germany
$170M -$44.3M 4 0.23% Reduced
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$168M -$4.64M 5 0.25% Reduced
61
NC
Northcape Capital
Australia
$167M -$4.41M 1 34% Reduced
62
Oaktree Capital Management
Oaktree Capital Management
California
$165M +$24.7M 1 4.65% Increased
63
Aperio Group
Aperio Group
California
$163M +$6.66M 7 0.72% Increased
64
Citigroup
Citigroup
New York
$160M +$102M 7 0.14% Increased
65
Comgest Global Investors
Comgest Global Investors
France
$155M +$28.2M 1 3.16% Increased
66
Aberdeen Group
Aberdeen Group
United Kingdom
$154M -$2.25M 1 0.49% Reduced
67
Sarasin & Partners
Sarasin & Partners
United Kingdom
$148M -$47.5M 1 2.92% Reduced
68
CBT
Capital Bank & Trust
California
$146M -$21M 1 2.46% Reduced
69
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$146M +$3.56M 1 2.33% Increased
70
MC
Martin Currie
United Kingdom
$141M +$1.65M 1 9.85% Increased
71
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$135M +$53M 5 0.02% Increased
72
Neuberger Berman Group
Neuberger Berman Group
New York
$131M +$22.6M 2 0.2% Increased
73
AllianceBernstein
AllianceBernstein
Tennessee
$128M -$23.9M 5 0.09% Reduced
74
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$126M +$122K 1 0.41% Increased
75
Brown Advisory
Brown Advisory
Maryland
$118M +$22.3M 1 0.36% Increased