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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
Geode Capital Management
Geode Capital Management
Massachusetts
$68.2M -$1.55M 7 0.02% Reduced
102
RAM
RWC Asset Management
United Kingdom
$65.7M +$4.88M 1 3.34% Increased
103
DVF
Discovery Value Fund
Singapore
$63.9M -$66.3M 1 5.93% Reduced
104
Natixis Advisors
Natixis Advisors
Massachusetts
$63.9M +$649K 3 0.52% Increased
105
Raymond James & Associates
Raymond James & Associates
Florida
$63.8M -$4.93M 5 0.1% Reduced
106
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$62.9M +$6.8M 1 0.54% Increased
107
Axa
Axa
France
$60.1M +$11.9M 4 0.3% Increased
108
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.8M -$68.1M 6 0.06% Reduced
109
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$57.3M -$9.79M 3 3.7% Reduced
110
Miller Howard Investments
Miller Howard Investments
New York
$57.3M -$1.32M 1 2.93% Reduced
111
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$56.5M +$4.96M 1 1.22% Increased
112
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$56M +$5.43M 1 0.52% Increased
113
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$56M +$2.63M 1 0.05% Increased
114
TC
Tairen Capital
Hong Kong
$55.3M -$24.7M 1 6% Reduced
115
Eaton Vance Management
Eaton Vance Management
Massachusetts
$53.3M -$22.9M 1 0.13% Reduced
116
D.E. Shaw & Co
D.E. Shaw & Co
New York
$51.1M -$18.3M 7 0.08% Reduced
117
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$50.6M +$29.5M 1 0.72% Increased
118
LSV Asset Management
LSV Asset Management
Illinois
$50.5M +$6.66M 4 0.12% Increased
119
EARNEST Partners
EARNEST Partners
Georgia
$49.7M -$21.6M 2 0.56% Reduced
120
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$48.2M -$3.67M 1 0.89% Reduced
121
Norges Bank
Norges Bank
Norway
$47.4M -$87.2K 3 0.02% Reduced
122
CAM
ClariVest Asset Management
California
$46.2M -$9.11M 3 1.38% Reduced
123
Westwood Holdings Group
Westwood Holdings Group
Texas
$45.5M +$10.7M 2 0.69% Increased
124
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$45.4M -$2.25M 3 0.13% Reduced
125
Charles Schwab
Charles Schwab
California
$44.4M +$2.93M 4 0.03% Increased