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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
Two Sigma Investments
Two Sigma Investments
New York
$249M +$89M 5 0.85% Increased
52
Two Sigma Advisers
Two Sigma Advisers
New York
$245M +$239M 7 0.71% Increased
53
MC
Martin Currie
United Kingdom
$244M -$5.06M 1 10.37% Reduced
54
Wells Fargo
Wells Fargo
California
$243M -$10.5M 8 0.08% Reduced
55
Geode Capital Management
Geode Capital Management
Massachusetts
$242M +$29.1M 7 0.04% Increased
56
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$237M -$108M 1 1.84% Reduced
57
Driehaus Capital Management
Driehaus Capital Management
Illinois
$237M -$28.4M 1 3.58% Reduced
58
Causeway Capital Management
Causeway Capital Management
California
$231M -$3.62M 1 6.47% Reduced
59
CCM
Cantillon Capital Management
New York
$228M -$2.3M 1 2.06% Reduced
60
LSV Asset Management
LSV Asset Management
Illinois
$221M +$11.7M 5 0.52% Increased
61
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$219M -$45.7M 1 6.47% Reduced
62
SEI Investments
SEI Investments
Pennsylvania
$218M -$5.5M 8 0.49% Reduced
63
Fidelity International
Fidelity International
Bermuda
$207M -$18.8M 1 0.27% Reduced
64
NC
Northcape Capital
Australia
$207M +$38.5M 1 26.48% Increased
65
Nuveen
Nuveen
North Carolina
$205M -$69.6M 5 0.08% Reduced
66
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$201M +$4M 7 0.81% Increased
67
Vontobel Asset Management
Vontobel Asset Management
New York
$201M -$62.7M 1 1.59% Reduced
68
Principal Financial Group
Principal Financial Group
Iowa
$201M -$19.2M 5 0.16% Reduced
69
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$199M +$17M 7 0.29% Increased
70
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$199M -$768K 4 1.15% Reduced
71
AllianceBernstein
AllianceBernstein
Tennessee
$196M -$76.4M 5 0.09% Reduced
72
Royal London Asset Management
Royal London Asset Management
United Kingdom
$191M -$11.1M 1 0.97% Reduced
73
Aberdeen Group
Aberdeen Group
United Kingdom
$185M -$3.36M 2 0.55% Reduced
74
Comgest Global Investors
Comgest Global Investors
France
$183M +$16M 1 4.03% Increased
75
D.E. Shaw & Co
D.E. Shaw & Co
New York
$183M -$7.08M 4 0.22% Reduced
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