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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
LCP
LGT Capital Partners
Switzerland
$177M +$15M 1 4.92% Increased
102
EARNEST Partners
EARNEST Partners
Georgia
$174M +$35.8M 3 1.01% Increased
103
Credit Suisse
Credit Suisse
Switzerland
$172M -$47.2M 7 0.17% Reduced
104
Legal & General Group
Legal & General Group
United Kingdom
$169M -$17.3M 6 0.06% Reduced
105
Rafferty Asset Management
Rafferty Asset Management
New York
$167M +$24.2M 2 1.13% Increased
106
Altshuler Shaham
Altshuler Shaham
Israel
$167M -$591K 2 3.65% Reduced
107
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$166M +$44K 1 0.12% Increased
108
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$162M -$67.2M 1 3.98% Reduced
109
Natixis Advisors
Natixis Advisors
Massachusetts
$160M +$19.7M 4 0.55% Increased
110
First Trust Advisors
First Trust Advisors
Illinois
$159M -$19.7M 6 0.18% Reduced
111
OCM
Ovata Capital Management
Hong Kong
$157M -$62M 1 66.92% Reduced
112
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$154M -$22.7M 4 0.78% Reduced
113
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$150M +$21.3M 5 0.19% Increased
114
Tiger Global Management
Tiger Global Management
New York
$148M +$143M 1 1.34% New
115
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$142M -$13.9M 4 0.77% Reduced
116
Perpetual Ltd
Perpetual Ltd
Australia
$142M +$137M 1 1.23% New
117
Raymond James & Associates
Raymond James & Associates
Florida
$140M +$1.7M 6 0.12% Increased
118
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$138M +$4.14M 1 0.24% Increased
119
Canoe Financial
Canoe Financial
Alberta, Canada
$132M +$128M 1 1.84% New
120
TD Asset Management
TD Asset Management
Ontario, Canada
$131M -$4.17M 3 0.16% Reduced
121
Manning & Napier Group
Manning & Napier Group
New York
$129M +$21.5K 1 1.51% Increased
122
Victory Capital Management
Victory Capital Management
Texas
$129M +$11.3M 6 0.15% Increased
123
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M -$96M 7 0.05% Reduced
124
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$124M -$11.4M 1 2.05% Reduced
125
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$124M -$72.7M 2 0.2% Reduced