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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
101
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$683M +$25.8M 1 6.94% Increased
102
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$676M +$169M 5 1.28% Increased
103
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$676M +$403M 7 0.94% Increased
104
Bahl & Gaynor
Bahl & Gaynor
Ohio
$671M +$20.3M 1 3.1% Increased
105
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$666M -$38.1M 2 4.26% Reduced
106
Clal Insurance
Clal Insurance
Israel
$654M +$127M 3 2.93% Increased
107
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$651M +$5.81M 2 1.86% Increased
108
Artisan Partners
Artisan Partners
Wisconsin
$638M -$994K 2 1.01% Reduced
109
Life Cycle Investment Partners
Life Cycle Investment Partners
$635M -$135M 1 2.96% Reduced
110
WPL
WINDACRE PARTNERSHIP LLC
Texas
$629M -$366M 1 6.22% Reduced
111
Fidelity International
Fidelity International
Bermuda
$623M -$81.9M 2 0.45% Reduced
112
Allianz Asset Management
Allianz Asset Management
Germany
$618M -$59.9M 5 0.5% Reduced
113
Tidal Investments
Tidal Investments
Wisconsin
$616M +$55.3M 7 1.07% Increased
114
Sculptor Capital
Sculptor Capital
New York
$616M +$392M 1 5.02% Increased
115
First Trust Advisors
First Trust Advisors
Illinois
$614M +$99.9M 6 0.36% Increased
116
Allspring Global Investments
Allspring Global Investments
North Carolina
$613M -$39.5M 5 0.94% Reduced
117
Driehaus Capital Management
Driehaus Capital Management
Illinois
$605M -$154M 3 3.5% Reduced
118
Stifel Financial
Stifel Financial
Missouri
$585M +$26.8M 6 0.49% Increased
119
AQR Capital Management
AQR Capital Management
Connecticut
$575M -$18.3M 7 0.2% Reduced
120
IMC Chicago
IMC Chicago
Illinois
$574M +$230M 6 0.14% Increased
121
Victory Capital Management
Victory Capital Management
Texas
$571M -$12.5M 5 0.32% Reduced
122
D.E. Shaw & Co
D.E. Shaw & Co
New York
$568M -$1.11B 6 0.27% Reduced
123
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$560M -$14.5M 1 8.71% Reduced
124
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$559M +$394M 4 0.7% Increased
125
CIBC World Market
CIBC World Market
Ontario, Canada
$556M -$10.4M 1 0.89% Reduced