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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
ARGA Investment Management
ARGA Investment Management
Connecticut
$153M +$148M 2 6.51% Increased
102
Railway Pension Investments
Railway Pension Investments
United Kingdom
$153M $0 1 1.53% Maintained
103
Legal & General Group
Legal & General Group
United Kingdom
$151M +$53M 6 0.06% Increased
104
Envestnet Asset Management
Envestnet Asset Management
Illinois
$151M -$4.07M 7 0.08% Reduced
105
First Trust Advisors
First Trust Advisors
Illinois
$149M -$14.5M 6 0.18% Reduced
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$142M -$72.4M 4 0.76% Reduced
107
OPFM
Optimus Prime Fund Management
Cayman Islands
$139M +$30.4M 1 16.82% Increased
108
Amundi
Amundi
France
$138M -$8.4M 5 0.08% Reduced
109
Altshuler Shaham
Altshuler Shaham
Israel
$134M +$4.97M 2 5.36% Increased
110
LMR Partners
LMR Partners
United Kingdom
$130M -$29.2M 1 2.27% Reduced
111
LCP
LGT Capital Partners
Switzerland
$129M +$12.6M 1 3.77% Increased
112
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$129M +$17.2M 1 0.1% Increased
113
Pendal Group
Pendal Group
Australia
$126M -$131M 1 1.09% Reduced
114
NMC
Nine Masts Capital
Hong Kong
$126M +$85.4M 2 40.18% Increased
115
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$125M -$24.9M 2 0.72% Reduced
116
Axiom Investors
Axiom Investors
Connecticut
$123M +$15.8M 1 2.43% Increased
117
F
FIFTHDELTA
United Kingdom
$122M +$118M 1 8.73% New
118
Royce & Associates
Royce & Associates
New York
$119M -$58.3M 5 1.25% Reduced
119
EARNEST Partners
EARNEST Partners
Georgia
$117M +$33.7M 3 0.72% Increased
120
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$114M +$15.7M 6 0.3% Increased
121
Capital Group Private Client Services
Capital Group Private Client Services
California
$114M -$25.3M 1 1.44% Reduced
122
Rafferty Asset Management
Rafferty Asset Management
New York
$113M +$7.3M 2 0.95% Increased
123
Raymond James & Associates
Raymond James & Associates
Florida
$111M +$52.4K 6 0.1% Increased
124
Natixis Advisors
Natixis Advisors
Massachusetts
$111M +$28.1M 3 0.42% Increased
125
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$109M -$9.76M 1 1.84% Reduced