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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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$72.3M +$12.6M 2 1.62% Increased
102
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$68.9M -$3.96M 2 0.13% Reduced
103
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$68.8M -$633K 1 0.58% Reduced
104
Capital International
Capital International
California
$68.7M -$796K 1 4.53% Reduced
105
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$66.8M -$813K 1 2.93% Reduced
106
American Century Companies
American Century Companies
Missouri
$65.8M -$586K 4 0.07% Reduced
107
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$65.4M +$654K 1 0.51% Increased
108
Hosking Partners
Hosking Partners
United Kingdom
$63.6M +$317K 1 1.66% Increased
109
OAM
Origin Asset Management
United Kingdom
$62.7M -$1.77M 2 3.85% Reduced
110
Raymond James & Associates
Raymond James & Associates
Florida
$62.3M -$4.2M 4 0.12% Reduced
111
Two Sigma Advisers
Two Sigma Advisers
New York
$61.7M -$11M 7 0.17% Reduced
112
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$61.6M +$57.3M 1 3.2% New
113
AL
AJO LP
Pennsylvania
$59.5M -$4.77M 2 0.26% Reduced
114
Baupost Group
Baupost Group
Massachusetts
$58.9M -$8.69M 1 0.73% Reduced
115
TGA
Trilogy Global Advisors
Florida
$58.1M -$65.3M 1 3.67% Reduced
116
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$57.1M +$6.27M 5 0.01% Increased
117
D.E. Shaw & Co
D.E. Shaw & Co
New York
$56.4M +$2.33M 6 0.09% Increased
118
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56M +$4.7M 5 0.13% Increased
119
1832 Asset Management
1832 Asset Management
Ontario, Canada
$54.7M +$31.5M 1 0.19% Increased
120
TPI
Tesco Pension Investment
United Kingdom
$54.7M $0 1 1.57% Maintained
121
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$54.5M +$727K 1 4.99% Increased
122
Geode Capital Management
Geode Capital Management
Massachusetts
$53.4M +$877K 7 0.02% Increased
123
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$52.2M -$8.17M 1 0.15% Reduced
124
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$50M +$552K 1 1.37% Increased
125
First Trust Advisors
First Trust Advisors
Illinois
$44.8M +$1.99M 5 0.12% Increased
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