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 |
Select Equity Group
New York
| $280M | +$48.4M | 2 | 1% | Increased |
|
| 77 |
Principal Financial Group
Des Moines,
Iowa
| $278M | -$4.6M | 5 | 0.18% | Reduced |
|
| 78 |
ARGA Investment Management
Stamford,
Connecticut
| $273M | -$2.97M | 2 | 9.47% | Reduced |
|
| 79 |
Vontobel Asset Management
New York
| $270M | +$429K | 1 | 1.6% | Increased |
|
| 80 |
AustralianSuper
Melbourne,
Australia
| $266M | $0 | 1 | 1.6% | Maintained |
|
| 81 |
Norges Bank
Oslo,
Norway
| $266M | +$128M | 6 | 0.05% | Increased |
|
| 82 |
Nordea Investment Management
Stockholm,
Sweden
| $259M | -$27.1M | 2 | 0.33% | Reduced |
|
| 83 |
NC
Northcape Capital
Sydney,
Australia
| $256M | +$2.32M | 1 | 30.37% | Increased |
|
| 84 |
LSV Asset Management
Chicago,
Illinois
| $256M | -$10.6M | 5 | 0.56% | Reduced |
|
| 85 |
Mirova US
Boston,
Massachusetts
| $248M | -$3.34M | 1 | 3.74% | Reduced |
|
| 86 |
Citigroup
New York
| $244M | -$51.5M | 7 | 0.17% | Reduced |
|
| 87 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| $243M | +$61.2M | 2 | 2.05% | Increased |
|
| 88 |
Neuberger Berman Group
New York
| $239M | +$107M | 5 | 0.1% | Increased |
|
| 89 |
DZ Bank
Frankfurt Am Main,
Germany
| $238M | +$21M | 2 | 0.3% | Increased |
|
| 90 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $238M | -$4.17M | 6 | 0.8% | Reduced |
|
| 91 |
Comgest Global Investors
Paris,
France
| $237M | -$4M | 1 | 3.56% | Reduced |
|
| 92 |
Rafferty Asset Management
New York
| $234M | -$995K | 2 | 0.99% | Reduced |
|
| 93 |
Millennium Management
New York
| $232M | +$92.3M | 6 | 0.1% | Increased |
|
| 94 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $232M | +$92.3M | 3 | 0.81% | Increased |
|
| 95 |
BAMCO Inc
New York
| $225M | -$38.8M | 1 | 0.6% | Reduced |
|
| 96 |
Intermede Investment Partners
London,
United Kingdom
| $223M | -$8.86M | 1 | 5.06% | Reduced |
|
| 97 |
BNP Paribas Asset Management
Paris,
France
| $223M | -$8M | 1 | 0.62% | Reduced |
|
| 98 |
Voyager Global Management
New York
| $221M | +$28.6M | 1 | 10.56% | Increased |
|
| 99 |
Saturna Capital
Bellingham,
Washington
| $221M | +$296K | 1 | 3.44% | Increased |
|
| 100 |
Clal Insurance
Tel-Aviv,
Israel
| $217M | +$54.5M | 2 | 2.84% | Increased |
|