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 |
Cornerstone Investment Partners
Atlanta,
Georgia
| $55.3M | -$1.23M | 1 | 2.26% | Reduced |
|
| 102 |
Artisan Partners
Milwaukee,
Wisconsin
| $54.8M | -$2.32M | 1 | 0.11% | Reduced |
|
| 103 |
MCM
Matarin Capital Management
New York
| $54.8M | +$4.92M | 2 | 6.16% | Increased |
|
| 104 |
VanEck Associates
New York
| $53.8M | -$27.5M | 1 | 0.27% | Reduced |
|
| 105 |
Capital International
Los Angeles,
California
| $53.3M | -$316K | 1 | 3.73% | Reduced |
|
| 106 |
BNP Paribas Asset Management
Paris,
France
| $53.1M | +$5.91M | 1 | 0.51% | Increased |
|
| 107 |
BAMCO Inc
New York
| $53M | +$1.33M | 1 | 0.3% | Increased |
|
| 108 |
Aperio Group
Sausalito,
California
| $52.7M | -$23.1M | 5 | 0.4% | Reduced |
|
| 109 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $52.1M | -$1.01M | 3 | 0.28% | Reduced |
|
| 110 |
OAM
Origin Asset Management
London,
United Kingdom
| $52.1M | -$8.75M | 1 | 3.44% | Reduced |
|
| 111 |
Two Sigma Advisers
New York
| $51.6M | +$21M | 6 | 0.2% | Increased |
|
| 112 |
Geode Capital Management
Boston,
Massachusetts
| $51.3M | +$5.46M | 8 | 0.02% | Increased |
|
| 113 |
DCM
Daruma Capital Management
New York
| $50.5M | +$45.7M | 1 | 2.87% | New |
|
| 114 |
Baupost Group
Boston,
Massachusetts
| $49.5M | -$8.13M | 1 | 0.65% | Reduced |
|
| 115 |
BAM
Baring Asset Management
London,
United Kingdom
| $46.7M | -$2.79M | 1 | 3.2% | Reduced |
|
| 116 |
Sands Capital Management
Arlington,
Virginia
| $45.7M | +$707K | 1 | 0.16% | Increased |
|
| 117 |
HSBC Holdings
London,
United Kingdom
| $45.3M | -$11.4M | 4 | 0.11% | Reduced |
|
| 118 |
Driehaus Capital Management
Chicago,
Illinois
| $45.1M | -$19.7M | 1 | 1.59% | Reduced |
|
| 119 |
Prudential Financial
Newark,
New Jersey
| $44.6M | -$11.4M | 5 | 0.07% | Reduced |
|
| 120 |
American Century Companies
Kansas City,
Missouri
| $44.4M | +$3.43M | 5 | 0.05% | Increased |
|
| 121 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $44.3M | +$5.03M | 2 | 0.87% | Increased |
|
| 122 |
Citigroup
New York
| $44.1M | +$27.3M | 6 | 0.04% | Increased |
|
| 123 |
Teachers Advisors
New York
| $43.4M | +$65.1K | 4 | 0.07% | Increased |
|
| 124 |
Hosking Partners
London,
United Kingdom
| $43.4M | +$3.91M | 1 | 1.39% | Increased |
|
| 125 |
Janus Henderson Investors US
Denver,
Colorado
| $43.3M | +$27M | 2 | 0.04% | Increased |
|