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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
76
Principal Financial Group
Principal Financial Group
Iowa
$235M +$3.64M 6 0.17% Increased
77
Vontobel Asset Management
Vontobel Asset Management
New York
$231M -$48M 1 1.5% Reduced
78
ARGA Investment Management
ARGA Investment Management
Connecticut
$231M +$10M 2 9.4% Increased
79
BAMCO Inc
BAMCO Inc
New York
$223M -$102M 1 0.65% Reduced
80
AustralianSuper
AustralianSuper
Australia
$223M +$15.3M 1 1.44% Increased
81
NC
Northcape Capital
Australia
$212M +$15.1M 1 32.11% Increased
82
Mirova US
Mirova US
Massachusetts
$211M +$3.11M 1 3.57% Increased
83
D.E. Shaw & Co
D.E. Shaw & Co
New York
$210M -$7.34M 6 0.22% Reduced
84
Coatue Management
Coatue Management
New York
$206M -$415M 1 1.05% Reduced
85
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$202M +$522K 6 0.73% Increased
86
Comgest Global Investors
Comgest Global Investors
France
$202M +$2.08M 1 3.46% Increased
87
Rafferty Asset Management
Rafferty Asset Management
New York
$195M +$14.4M 2 1.15% Increased
88
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$194M -$8.44M 1 4.98% Reduced
89
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$193M -$3.17M 1 0.59% Reduced
90
Select Equity Group
Select Equity Group
New York
$190M -$22.1M 3 0.78% Reduced
91
LSV Asset Management
LSV Asset Management
Illinois
$189M -$74M 5 0.44% Reduced
92
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$186M +$47.8M 5 0.97% Increased
93
Saturna Capital
Saturna Capital
Washington
$184M +$751K 1 3.26% Increased
94
Renaissance Technologies
Renaissance Technologies
New York
$183M -$201M 6 0.31% Reduced
95
DZ Bank
DZ Bank
Germany
$180M +$87.7M 2 0.26% Increased
96
Tiger Global Management
Tiger Global Management
New York
$179M +$18.3M 1 1.32% Increased
97
Altshuler Shaham
Altshuler Shaham
Israel
$177M +$40.3M 2 4.79% Increased
98
National Bank of Canada
National Bank of Canada
Quebec, Canada
$175M +$141M 3 0.27% Increased
99
Legal & General Group
Legal & General Group
United Kingdom
$166M +$4.91M 6 0.06% Increased
100
Deutsche Bank
Deutsche Bank
Germany
$165M -$32.3M 6 0.11% Reduced