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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
126
Balyasny Asset Management
Balyasny Asset Management
Illinois
$27.6M +$24.7M 1 0.31% New
127
Citigroup
Citigroup
New York
$27.4M -$6.52M 8 0.03% Reduced
128
Legal & General Group
Legal & General Group
United Kingdom
$26.6M $0 3 0.03% Maintained
129
TI
Trigran Investments
Illinois
$26.2M +$1.38M 1 11.49% Increased
130
CBOA
Commonwealth Bank of Australia
Australia
$25.8M -$8.41M 4 0.17% Reduced
131
Causeway Capital Management
Causeway Capital Management
California
$25.8M +$13.9M 2 1.16% Increased
132
Neuberger Berman Group
Neuberger Berman Group
New York
$25.6M +$4.93M 1 0.03% Increased
133
OAM
Origin Asset Management
United Kingdom
$25.2M -$2.39M 1 1.67% Reduced
134
PIA
Philadelphia International Advisors
Pennsylvania
$23.7M -$2.98M 1 5.31% Reduced
135
ACI
AMP Capital Investors
Australia
$23.3M +$5.43M 3 0.16% Increased
136
Axa
Axa
France
$23.1M -$5.48M 3 0.1% Reduced
137
APG Asset Management
APG Asset Management
Netherlands
$22.9M +$18.4M 2 0.06% Increased
138
CC
Clearline Capital
New York
$21.6M +$10.4M 1 4.91% Increased
139
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$21.3M -$7.98M 1 0.08% Reduced
140
Nordea Investment Management
Nordea Investment Management
Sweden
$21M +$50K 3 0.1% Increased
141
Two Sigma Investments
Two Sigma Investments
New York
$20.5M -$22M 6 0.11% Reduced
142
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20M -$895K 1 0.24% Reduced
143
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.9M -$294K 3 0.12% Reduced
144
US Bancorp
US Bancorp
Minnesota
$19.3M +$2.45M 5 0.08% Increased
145
CAM
Capstone Asset Management
Texas
$19M +$4.35M 4 0.58% Increased
146
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$18.9M -$573K 1 0.05% Reduced
147
Placemark Investments
Placemark Investments
Illinois
$18.9M -$3.38M 2 0.36% Reduced
148
Geode Capital Management
Geode Capital Management
Massachusetts
$18.6M -$320K 5 0.01% Reduced
149
WC
Walthausen & Co
New York
$18.6M -$1.91M 1 1.48% Reduced
150
TWI
Thomas White International
Illinois
$18.5M -$3.54M 2 2.64% Reduced