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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
DnB Asset Management
DnB Asset Management
Norway
$41.9M +$36.2M 1 0.48% Increased
127
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$41.9M $0 1 0.78% Maintained
128
ACI
AMP Capital Investors
Australia
$41.7M -$1.07M 3 0.23% Reduced
129
CI Investments Inc
CI Investments Inc
Ontario, Canada
$41.2M -$20.8M 1 0.23% Reduced
130
Charles Schwab
Charles Schwab
California
$41.1M +$2.05M 4 0.03% Increased
131
RAM
RWC Asset Management
United Kingdom
$41.1M +$233K 1 1.8% Increased
132
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$40M +$3.73M 1 0.26% Increased
133
Candriam SCA
Candriam SCA
Luxembourg
$39.7M -$3.26M 2 0.5% Reduced
134
RNC Capital Management
RNC Capital Management
California
$39M -$1.02M 1 2.71% Reduced
135
MBA
Maple-Brown Abbott
Australia
$38.1M -$1.43M 1 3.23% Reduced
136
KCM
Keywise Capital Management
Cayman Islands
$37.8M +$21M 1 15.55% Increased
137
Fred Alger Management
Fred Alger Management
New York
$37.3M +$39.2M 1 0.14% New
138
GMI
Greystone Managed Investments
Saskatchewan, Canada
$37.1M +$2.7M 1 2.12% Increased
139
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.9M +$22.8M 3 0.24% Increased
140
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$36.2M +$35.2M 1 0.62% New
141
Baird Financial Group
Baird Financial Group
Wisconsin
$35.4M -$4.32M 2 0.14% Reduced
142
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$35.4M -$518K 1 0.12% Reduced
143
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$35.1M -$56.8K 5 0.22% Reduced
144
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$34.3M +$3.14M 1 0.93% Increased
145
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33M +$34.7M 3 0.21% New
146
Advisors Capital Management
Advisors Capital Management
New Jersey
$32.9M +$1.53M 1 1.96% Increased
147
Bank of Montreal
Bank of Montreal
Ontario, Canada
$32.8M -$221M 6 0.03% Reduced
148
Westwood Holdings Group
Westwood Holdings Group
Texas
$31.6M +$164K 1 0.34% Increased
149
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$30.6M -$11.3M 1 0.08% Reduced
150
M
Mirova
France
$30.4M +$32M 1 2.69% Increased