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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
CCM
Chautauqua Capital Management
Colorado
$40.8M +$7M 1 13.36% Increased
102
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$40.5M +$97.2K 1 0.06% Increased
103
MC
Martin Currie
United Kingdom
$40.3M +$3.4M 1 3.47% Increased
104
GC
GW Capital
Washington
$39.7M -$2.16M 1 1.68% Reduced
105
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$39.4M +$2.78M 7 0.09% Increased
106
DnB Asset Management
DnB Asset Management
Norway
$38.1M +$8.17M 3 0.84% Increased
107
Principal Financial Group
Principal Financial Group
Iowa
$37.3M -$4.94M 5 0.06% Reduced
108
MCM
McKinley Capital Management
Alaska
$35M +$12.1M 1 1.54% Increased
109
Causeway Capital Management
Causeway Capital Management
California
$34M +$6.16M 2 1.18% Increased
110
SCCM
Schafer Cullen Capital Management
New York
$33.9M -$3.72M 2 0.32% Reduced
111
NA
Navellier & Associates
Nevada
$33.5M -$4.01M 3 1.68% Reduced
112
KBC Group
KBC Group
Belgium
$33.1M +$7.28M 3 1.15% Increased
113
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$32.9M +$58.4K 1 3.74% Increased
114
Hermes Investment Management
Hermes Investment Management
United Kingdom
$32.2M -$3.16M 1 0.83% Reduced
115
Point72 Asset Management
Point72 Asset Management
Connecticut
$31.9M -$24.4M 1 0.24% Reduced
116
SRFM
Shannon River Fund Management
New York
$31.9M +$13.9M 1 2.41% Increased
117
Driehaus Capital Management
Driehaus Capital Management
Illinois
$31.9M -$10.3M 2 1.21% Reduced
118
Soros Fund Management
Soros Fund Management
New York
$31.1M +$4.54M 1 0.23% Increased
119
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$30.8M -$545K 2 0.61% Reduced
120
Artisan Partners
Artisan Partners
Wisconsin
$30M -$1.77M 1 0.05% Reduced
121
CC
Clearline Capital
New York
$29.7M -$79K 1 4.79% Reduced
122
AG
Ashmore Group
United Kingdom
$29.3M -$4.67M 1 5.73% Reduced
123
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.2M +$15.4M 1 0.08% Increased
124
ACI
AMP Capital Investors
Australia
$28.2M +$3.99M 2 0.18% Increased
125
Numeric Investors
Numeric Investors
Massachusetts
$28.2M +$4.11M 3 0.42% Increased
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