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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
LPU
Lansdowne Partners (UK)
United Kingdom
$328M -$24.1M 1 23.85% Reduced
102
Canada Life
Canada Life
Manitoba, Canada
$325M -$18.2M 4 0.56% Reduced
103
Legal & General Group
Legal & General Group
United Kingdom
$317M -$3M 7 0.08% Reduced
104
Canoe Financial
Canoe Financial
Alberta, Canada
$312M +$208M 1 5.08% Increased
105
Magellan Asset Management
Magellan Asset Management
Australia
$307M +$214M 1 3.37% Increased
106
AustralianSuper
AustralianSuper
Australia
$279M -$83.2M 1 1.32% Reduced
107
Deutsche Bank
Deutsche Bank
Germany
$275M -$18.9M 6 0.11% Reduced
108
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$273M +$32.5M 4 1.11% Increased
109
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$272M -$16.2M 2 0.34% Reduced
110
Voyager Global Management
Voyager Global Management
New York
$272M -$19.4M 1 10.84% Reduced
111
Citadel Advisors
Citadel Advisors
Florida
$271M -$151M 7 0.05% Reduced
112
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$268M $0 4 0.49% Maintained
113
LPL Financial
LPL Financial
California
$267M +$28.4M 6 0.11% Increased
114
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$265M +$78.8M 3 3.8% Increased
115
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$263M -$60M 1 0.65% Reduced
116
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$259M -$1.85M 6 0.35% Reduced
117
Clal Insurance
Clal Insurance
Israel
$258M +$12.1M 2 2.32% Increased
118
AMF Tjänstepension
AMF Tjänstepension
Sweden
$249M -$52.7M 1 1.77% Reduced
119
National Bank of Canada
National Bank of Canada
Quebec, Canada
$249M +$124M 3 0.26% Increased
120
Select Equity Group
Select Equity Group
New York
$248M -$22.2M 2 0.99% Reduced
121
Man Group
Man Group
United Kingdom
$248M -$12.3M 5 0.65% Reduced
122
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$248M -$58.2M 1 6.61% Reduced
123
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$246M -$92.4M 1 7.77% Reduced
124
Maverick Capital
Maverick Capital
Texas
$245M +$120M 1 4.4% Increased
125
CIBC World Market
CIBC World Market
Ontario, Canada
$225M +$13.1M 1 0.47% Increased