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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
Legal & General Group
Legal & General Group
United Kingdom
$184M -$3.63M 6 0.06% Reduced
102
Natixis Advisors
Natixis Advisors
Massachusetts
$181M +$8.89M 4 0.56% Increased
103
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$179M +$23.4M 2 0.29% Increased
104
Appaloosa LP
Appaloosa LP
New Jersey
$179M +$165M 1 3.32% New
105
Credit Suisse
Credit Suisse
Switzerland
$178M -$8.87M 7 0.18% Reduced
106
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$173M +$77.8M 2 1.6% Increased
107
EARNEST Partners
EARNEST Partners
Georgia
$169M -$16.6M 3 0.95% Reduced
108
First Trust Advisors
First Trust Advisors
Illinois
$169M -$8.94M 6 0.19% Reduced
109
Fred Alger Management
Fred Alger Management
New York
$166M +$58.4M 1 0.85% Increased
110
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$164M +$9.03M 4 0.82% Increased
111
Altshuler Shaham
Altshuler Shaham
Israel
$162M -$17.5M 2 2.85% Reduced
112
LPU
Lansdowne Partners (UK)
United Kingdom
$161M +$149M 1 17.89% New
113
Millennium Management
Millennium Management
New York
$151M -$115M 8 0.07% Reduced
114
LCP
LGT Capital Partners
Switzerland
$150M -$38.2M 1 5.2% Reduced
115
Axa
Axa
France
$149M +$23.6M 3 0.5% Increased
116
Canoe Financial
Canoe Financial
Alberta, Canada
$149M +$5.11M 1 3.12% Increased
117
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$148M -$774K 2 8.45% Reduced
118
TD Asset Management
TD Asset Management
Ontario, Canada
$147M +$3.56M 3 0.17% Increased
119
Victory Capital Management
Victory Capital Management
Texas
$146M +$669K 6 0.16% Increased
120
Perpetual Ltd
Perpetual Ltd
Australia
$145M -$9.06M 1 1.24% Reduced
121
Geneva Capital Management
Geneva Capital Management
Wisconsin
$144M -$781K 1 2.84% Reduced
122
Causeway Capital Management
Causeway Capital Management
California
$142M -$123M 1 3.75% Reduced
123
Manning & Napier Group
Manning & Napier Group
New York
$138M -$2.08M 1 1.58% Reduced
124
Charles Schwab
Charles Schwab
California
$137M +$1.25M 4 0.04% Increased
125
Raymond James & Associates
Raymond James & Associates
Florida
$136M -$15.5M 6 0.11% Reduced