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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
Barings
Barings
North Carolina
$44.2M -$3.71M 1 1.48% Reduced
127
Hood River Capital Management
Hood River Capital Management
Florida
$43.6M -$18.2M 3 2.49% Reduced
128
First Trust Advisors
First Trust Advisors
Illinois
$42.7M -$6.92M 4 0.1% Reduced
129
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$42.6M $0 5 0.3% Maintained
130
SCCM
Schafer Cullen Capital Management
New York
$42.4M -$7.38M 2 0.71% Reduced
131
ARGA Investment Management
ARGA Investment Management
Connecticut
$41.7M -$96.4M 2 7.2% Reduced
132
Advisors Capital Management
Advisors Capital Management
New Jersey
$41.5M -$1.52M 1 2.63% Reduced
133
C WorldWide Group
C WorldWide Group
Denmark
$40.7M -$1.47M 1 0.57% Reduced
134
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$39.4M -$3.54M 3 0.13% Reduced
135
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$38.3M -$8.5M 1 1.1% Reduced
136
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$37.6M -$12.8M 4 0.07% Reduced
137
ICOM
Investment Counselors of Maryland
Maryland
$37.6M +$20.5M 2 2.44% Increased
138
Acadian Asset Management
Acadian Asset Management
Massachusetts
$36.2M +$5.67M 5 0.21% Increased
139
1832 Asset Management
1832 Asset Management
Ontario, Canada
$35.7M -$176M 1 0.13% Reduced
140
RNC Capital Management
RNC Capital Management
California
$35.3M -$13.6M 1 3.01% Reduced
141
ACI
AMP Capital Investors
Australia
$35.2M -$12M 4 0.26% Reduced
142
Carmignac Gestion
Carmignac Gestion
France
$35.1M +$6.86M 1 0.6% Increased
143
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$34.9M +$10.3M 4 0.31% Increased
144
Pendal Group
Pendal Group
Australia
$34.8M -$9.96M 1 0.59% Reduced
145
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$34.2M +$37.1M 1 0.04% Increased
146
Mirova US
Mirova US
Massachusetts
$33.8M +$4.44M 1 4.48% Increased
147
DZ Bank
DZ Bank
Germany
$33.7M +$22.3M 1 0.11% Increased
148
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$33.7M +$12.4M 2 0.45% Increased
149
Stifel Financial
Stifel Financial
Missouri
$33.7M +$3.17M 1 0.09% Increased
150
TU
TDAM USA
Ontario, Canada
$32.8M +$7.58M 1 2.74% Increased