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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
DnB Asset Management
DnB Asset Management
Norway
$369M +$138M 1 1.53% Increased
102
Balyasny Asset Management
Balyasny Asset Management
Illinois
$368M +$63.1M 4 0.55% Increased
103
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$368M -$15.6M 8 0.21% Reduced
104
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$352M -$233M 4 1.23% Reduced
105
Point72 Asset Management
Point72 Asset Management
Connecticut
$349M -$65.5M 4 0.68% Reduced
106
Canoe Financial
Canoe Financial
Alberta, Canada
$342M -$22.1M 1 4.88% Reduced
107
Altshuler Shaham
Altshuler Shaham
Israel
$339M +$179M 2 10.75% Increased
108
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$335M -$8.61M 1 4.2% Reduced
109
Voyager Global Management
Voyager Global Management
New York
$328M -$107M 1 11.79% Reduced
110
Canada Life
Canada Life
Manitoba, Canada
$328M -$7.71M 4 0.52% Reduced
111
Nomura Holdings
Nomura Holdings
Japan
$327M +$88.3M 1 0.68% Increased
112
Third Point
Third Point
New York
$324M -$64.8M 1 4.25% Reduced
113
Wasatch Advisors
Wasatch Advisors
Utah
$310M +$36.3M 2 1.62% Increased
114
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$306M +$15.7M 6 0.41% Increased
115
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$303M -$2.17M 4 0.54% Reduced
116
Deutsche Bank
Deutsche Bank
Germany
$290M +$11.8M 6 0.11% Increased
117
HCS
Himension Capital (Singapore)
Singapore
$282M -$20.2M 1 22% Reduced
118
Clal Insurance
Clal Insurance
Israel
$278M +$506K 2 2.73% Increased
119
CIBC World Market
CIBC World Market
Ontario, Canada
$277M +$6.36M 1 0.55% Increased
120
Fidelity International
Fidelity International
Bermuda
$275M +$14.6M 1 0.24% Increased
121
WAM
WT Asset Management
Hong Kong
$272M +$223M 1 19.1% New
122
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$271M -$8.19M 1 2.59% Reduced
123
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$271M -$13.9M 7 0.91% Reduced
124
USS Investment Management
USS Investment Management
United Kingdom
$260M +$683K 1 1.54% Increased
125
Waverton Investment Management
Waverton Investment Management
United Kingdom
$259M +$56.5M 1 3.57% Increased