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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$60.6M -$5.5M 1 0.04% Reduced
127
Two Sigma Advisers
Two Sigma Advisers
New York
$59.5M +$36.2M 7 0.17% Increased
128
Millennium Management
Millennium Management
New York
$59.5M +$54M 5 0.08% Increased
129
Miller Howard Investments
Miller Howard Investments
New York
$59.3M -$8.1M 1 2.96% Reduced
130
Charles Schwab
Charles Schwab
California
$58.7M +$5.32M 5 0.03% Increased
131
Acadian Asset Management
Acadian Asset Management
Massachusetts
$55.1M +$7.61M 7 0.24% Increased
132
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$54.9M +$8.76M 1 1.23% Increased
133
CAM
ClariVest Asset Management
California
$54.4M -$252K 3 1.48% Reduced
134
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$52.6M -$1.17M 3 0.13% Reduced
135
Munro Partners
Munro Partners
Australia
$52.2M +$20.6M 1 5.88% Increased
136
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$51.6M -$15.3M 3 3.66% Reduced
137
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$50.7M -$6.05M 1 0.66% Reduced
138
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$50.7M +$57.1K 5 0.29% Increased
139
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$49.9M +$9.25M 2 0.51% Increased
140
Mirova US
Mirova US
Massachusetts
$49.2M +$8.47M 1 4.29% Increased
141
SCCM
Schafer Cullen Capital Management
New York
$47.7M -$3.21M 2 0.74% Reduced
142
Westwood Holdings Group
Westwood Holdings Group
Texas
$45.5M -$12.3M 2 0.6% Reduced
143
TU
TDAM USA
Ontario, Canada
$45.3M +$5.92M 1 3.28% Increased
144
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$44.9M +$145K 3 0.05% Increased
145
Barings
Barings
North Carolina
$44.2M $0 1 1.48% Maintained
146
Stifel Financial
Stifel Financial
Missouri
$44M +$3.7M 1 0.1% Increased
147
EARNEST Partners
EARNEST Partners
Georgia
$43.6M -$14.9M 2 0.41% Reduced
148
ICOM
Investment Counselors of Maryland
Maryland
$43.6M +$3.1M 2 2.27% Increased
149
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$42.9M -$3.86M 2 0.11% Reduced
150
ARGA Investment Management
ARGA Investment Management
Connecticut
$42.7M +$1.07M 2 4.72% Increased