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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
LSV Asset Management
LSV Asset Management
Illinois
$29.5M +$29.6M 2 0.08% New
102
Citigroup
Citigroup
New York
$29.4M +$29.6M 6 0.03% New
103
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$29.2M +$29.4M 4 0.2% New
104
Charles Schwab
Charles Schwab
California
$27.6M +$27.4M 5 0.06% New
105
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$27.2M +$26.8M 1 0.06% New
106
SEI Trust Company
SEI Trust Company
Pennsylvania
$26.1M +$26.5M 5 0.32% New
107
Capital Guardian Trust
Capital Guardian Trust
California
$25.8M +$25.9M 1 0.18% New
108
Edge Asset Management
Edge Asset Management
Washington
$23.5M +$23.6M 1 0.29% New
109
WI
WHV Investments
California
$23.2M +$23.2M 2 0.24% New
110
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$23.1M +$23.6M 1 0.5% New
111
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$23M +$23.1M 1 5.38% New
112
Legal & General Group
Legal & General Group
United Kingdom
$22.6M +$22.8M 3 0.03% New
113
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.6M +$21.9M 2 0.13% New
114
Prudential Financial
Prudential Financial
New Jersey
$22.4M +$22.6M 6 0.05% New
115
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21M +$21.1M 1 0.05% New
116
Dorsal Capital Management
Dorsal Capital Management
California
$20.6M +$19.9M 1 3.2% New
117
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$20.6M +$20.8M 2 0.39% New
118
Marsico Capital Management
Marsico Capital Management
Colorado
$20.2M +$20.3M 1 0.13% New
119
Millennium Management
Millennium Management
New York
$20.1M +$19M 7 0.06% New
120
KCM
Keywise Capital Management
Cayman Islands
$20.1M +$20.2M 1 10.02% New
121
MTB
Mizuho Trust & Banking
Japan
$19.7M +$19.6M 2 0.08% New
122
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$19.5M +$19.6M 1 0.08% New
123
Numeric Investors
Numeric Investors
Massachusetts
$19M +$19.3M 2 0.38% New
124
Placemark Investments
Placemark Investments
Illinois
$18.1M +$18.3M 2 0.39% New
125
Causeway Capital Management
Causeway Capital Management
California
$18.1M +$18.2M 2 1.91% New