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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
RCMC
Rubric Capital Management (Connecticut)
Connecticut
$45.7M +$4.64M 1 2.6% Increased
102
Prudential Financial
Prudential Financial
New Jersey
$45.2M -$645K 5 0.08% Reduced
103
Envestnet Asset Management
Envestnet Asset Management
Illinois
$43.7M +$2.37M 3 0.21% Increased
104
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43.2M -$39.3M 1 0.11% Reduced
105
Prudential plc
Prudential plc
United Kingdom
$42.1M -$23.7M 3 0.16% Reduced
106
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$41.9M $0 1 0.06% Maintained
107
MC
Martin Currie
United Kingdom
$40.5M -$3.04M 1 3.87% Reduced
108
Scout Investments
Scout Investments
Missouri
$40.1M -$13.8M 1 0.75% Reduced
109
Millennium Management
Millennium Management
New York
$38.7M +$857K 5 0.07% Increased
110
CC
Clearline Capital
New York
$37.9M +$10.5M 1 5.28% Increased
111
SRFM
Shannon River Fund Management
New York
$36.2M $0 1 3.56% Maintained
112
BAM
Baring Asset Management
United Kingdom
$36M -$847K 1 2.95% Reduced
113
AC
Amici Capital
New York
$35.1M -$5.24M 1 1.28% Reduced
114
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$33.1M +$7.24M 2 0.59% Increased
115
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$33M -$967K 1 0.91% Reduced
116
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$32.2M +$2.5M 1 0.35% Increased
117
DCM
Dupont Capital Management
Delaware
$31.9M -$28.4M 2 0.69% Reduced
118
MTB
Mizuho Trust & Banking
Japan
$30.1M +$4.06M 3 0.1% Increased
119
Soros Fund Management
Soros Fund Management
New York
$30M $0 1 0.28% Maintained
120
Neuberger Berman Group
Neuberger Berman Group
New York
$29M +$824K 3 0.03% Increased
121
Geode Capital Management
Geode Capital Management
Massachusetts
$28.9M +$811K 6 0.02% Increased
122
RG
Renaissance Group
Kentucky
$28.1M +$1.15M 4 1.07% Increased
123
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$28.1M -$11.4M 2 0.09% Reduced
124
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$27.6M -$1.69M 1 0.22% Reduced
125
CCM
Chautauqua Capital Management
Colorado
$26.9M +$811K 1 6.53% Increased