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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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$287M -$203M 4 1.09% Reduced
102
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$286M -$80.4M 1 0.71% Reduced
103
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$270M -$5.43M 1 5.64% Reduced
104
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$269M -$5.64M 2 0.35% Reduced
105
AMF Tjänstepension
AMF Tjänstepension
Sweden
$266M +$11.9M 1 1.9% Increased
106
Deutsche Bank
Deutsche Bank
Germany
$266M -$21.8M 7 0.11% Reduced
107
Two Sigma Investments
Two Sigma Investments
New York
$259M +$229M 5 0.57% Increased
108
Voyager Global Management
Voyager Global Management
New York
$256M +$55.4M 1 11.09% Increased
109
Swedbank
Swedbank
Sweden
$243M -$29.3M 2 0.31% Reduced
110
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$241M +$231M 6 1.03% Increased
111
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$239M -$23.6M 6 0.32% Reduced
112
Select Equity Group
Select Equity Group
New York
$238M -$200M 2 0.85% Reduced
113
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$237M -$1.06M 2 10.52% Reduced
114
Man Group
Man Group
United Kingdom
$236M -$12.8M 4 0.61% Reduced
115
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$229M +$1.61M 4 0.43% Increased
116
Clal Insurance
Clal Insurance
Israel
$229M +$8.47M 2 2.03% Increased
117
1832 Asset Management
1832 Asset Management
Ontario, Canada
$229M -$113M 2 0.17% Reduced
118
Congress Asset Management
Congress Asset Management
Massachusetts
$229M +$59.7M 2 1.56% Increased
119
Balyasny Asset Management
Balyasny Asset Management
Illinois
$229M +$174M 2 0.37% Increased
120
Manning & Napier Advisors
Manning & Napier Advisors
New York
$222M -$6.06M 1 2.44% Reduced
121
LSV Asset Management
LSV Asset Management
Illinois
$221M -$19.7M 5 0.47% Reduced
122
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$220M +$8.45M 3 0.97% Increased
123
Point72 Asset Management
Point72 Asset Management
Connecticut
$214M +$106M 2 0.54% Increased
124
LPL Financial
LPL Financial
California
$211M +$28.9M 6 0.09% Increased
125
Nordea Investment Management
Nordea Investment Management
Sweden
$206M -$43.3M 2 0.23% Reduced