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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
TPI
Tesco Pension Investment
United Kingdom
$192M -$16.4M 1 3.63% Reduced
102
Geode Capital Management
Geode Capital Management
Massachusetts
$186M +$3.09M 7 0.03% Increased
103
Mirova US
Mirova US
Massachusetts
$176M +$30.1M 1 6.11% Increased
104
Capital International Inc
Capital International Inc
California
$175M -$52M 1 1.62% Reduced
105
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$172M +$49.6M 1 0.22% Increased
106
Canada Life
Canada Life
Manitoba, Canada
$168M -$28.3M 5 0.41% Reduced
107
Axa
Axa
France
$166M +$15.1M 5 0.51% Increased
108
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$164M +$172M 2 2.44% New
109
Putnam Investments
Putnam Investments
Massachusetts
$162M -$15.2M 3 0.27% Reduced
110
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$161M +$32.4M 2 0.82% Increased
111
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$160M +$12M 1 0.66% Increased
112
LSV Asset Management
LSV Asset Management
Illinois
$159M +$6.7M 3 0.27% Increased
113
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$159M +$104M 3 0.21% Increased
114
MIM
Meridiem Investment Management
United Kingdom
$158M +$165M 1 6.35% New
115
MICM
Matthews International Capital Management
California
$157M -$34.3M 1 6.56% Reduced
116
Natixis Advisors
Natixis Advisors
Massachusetts
$150M -$9.28M 5 0.78% Reduced
117
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$149M +$15.6M 1 1.73% Increased
118
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$148M -$345M 1 1.22% Reduced
119
Norges Bank
Norges Bank
Norway
$141M +$29.9M 4 0.03% Increased
120
Swedbank
Swedbank
Sweden
$141M +$148M 1 0.29% New
121
Hosking Partners
Hosking Partners
United Kingdom
$139M -$15.6M 1 3.26% Reduced
122
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$137M -$19.1M 1 2.04% Reduced
123
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$133M +$18.9M 2 1.34% Increased
124
RAM
RWC Asset Management
United Kingdom
$133M -$15.6M 1 4.02% Reduced
125
Artisan Partners
Artisan Partners
Wisconsin
$132M -$14.1M 1 0.17% Reduced
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