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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
Neuberger Berman Group
Neuberger Berman Group
New York
$31.4M +$3.34M 2 0.03% Increased
127
Two Sigma Investments
Two Sigma Investments
New York
$30.9M +$6.81M 6 0.14% Increased
128
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$30M -$1.75M 1 0.39% Reduced
129
Causeway Capital Management
Causeway Capital Management
California
$29.8M +$655K 2 1.22% Increased
130
Soros Fund Management
Soros Fund Management
New York
$28.5M +$27M 1 0.22% New
131
MTB
Mizuho Trust & Banking
Japan
$28.2M -$426K 2 0.1% Reduced
132
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$27.8M +$9.14M 5 0.02% Increased
133
KBC Group
KBC Group
Belgium
$27.6M +$9.32M 2 0.32% Increased
134
Millennium Management
Millennium Management
New York
$27.4M +$13.4M 6 0.08% Increased
135
Eagle Asset Management
Eagle Asset Management
Florida
$27.2M +$15.2M 2 0.15% Increased
136
KG
Killen Group
Pennsylvania
$27M +$13.5M 1 1.4% Increased
137
ACI
AMP Capital Investors
Australia
$26M +$665K 3 0.16% Increased
138
GE
General Electric
Ohio
$25.1M -$29.5M 1 0.11% Reduced
139
Axa
Axa
France
$24.9M -$458K 3 0.1% Reduced
140
Numeric Investors
Numeric Investors
Massachusetts
$24.8M +$9.33M 2 0.37% Increased
141
CC
Clearline Capital
New York
$24.7M +$4.58M 1 3.95% Increased
142
MCM
McKinley Capital Management
Alaska
$24.7M +$18.9M 1 1.01% Increased
143
NCM
Newgate Capital Management
Connecticut
$24.5M -$8.06M 2 6.41% Reduced
144
TI
Trigran Investments
Illinois
$23.9M -$538K 1 10.01% Reduced
145
Nordea Investment Management
Nordea Investment Management
Sweden
$23.2M +$660K 3 0.1% Increased
146
Natixis Advisors
Natixis Advisors
Massachusetts
$23.1M +$2.83M 2 0.33% Increased
147
Geode Capital Management
Geode Capital Management
Massachusetts
$22.4M +$324K 5 0.01% Increased
148
Citigroup
Citigroup
New York
$22.2M -$7.47M 7 0.02% Reduced
149
Asset Management One
Asset Management One
Japan
$21.8M +$13.3M 4 0.33% Increased
150
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.4M $0 1 0.23% Maintained