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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
$271M +$10.7M 7 0.07% Increased
102
Canoe Financial
Canoe Financial
Alberta, Canada
$271M +$10.1M 1 4.34% Increased
103
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$264M -$47.8M 1 0.94% Reduced
104
AMF Tjänstepension
AMF Tjänstepension
Sweden
$264M +$63.8M 1 1.95% Increased
105
Swedbank
Swedbank
Sweden
$262M -$23.9M 2 0.35% Reduced
106
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$261M +$64.1M 1 8.1% Increased
107
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$253M +$122M 1 3.49% Increased
108
Skye Global Management
Skye Global Management
Florida
$251M +$156M 2 6.68% Increased
109
LPL Financial
LPL Financial
California
$250M +$33.7M 6 0.1% Increased
110
Canada Life
Canada Life
Manitoba, Canada
$249M -$26.7M 4 0.44% Reduced
111
Soroban Capital Partners
Soroban Capital Partners
New York
$249M +$105M 1 3.52% Increased
112
Sarasin & Partners
Sarasin & Partners
United Kingdom
$244M +$286M 1 2.64% New
113
Maverick Capital
Maverick Capital
Texas
$242M +$42.5M 1 4.28% Increased
114
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$233M +$65.1M 6 0.27% Increased
115
HCS
Himension Capital (Singapore)
Singapore
$224M +$46.4M 1 19.16% Increased
116
MC
Martin Currie
United Kingdom
$216M -$121M 1 8.72% Reduced
117
Balyasny Asset Management
Balyasny Asset Management
Illinois
$215M -$184M 4 0.36% Reduced
118
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$215M +$2.27M 4 0.42% Increased
119
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$214M -$1.69M 6 0.31% Reduced
120
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$212M +$239M 7 0.77% Increased
121
Manning & Napier Advisors
Manning & Napier Advisors
New York
$209M +$38M 1 2.58% Increased
122
Millennium Management
Millennium Management
New York
$208M -$195M 7 0.11% Reduced
123
Deutsche Bank
Deutsche Bank
Germany
$208M -$22.4M 6 0.08% Reduced
124
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$206M +$25.1M 1 2.15% Increased
125
Credit Agricole
Credit Agricole
France
$203M +$19M 2 0.64% Increased