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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
Marsico Capital Management
Marsico Capital Management
Colorado
$129M +$116M 1 3.35% Increased
127
Granahan Investment Management
Granahan Investment Management
Massachusetts
$126M +$46.7M 2 2.67% Increased
128
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M +$77.3M 5 0.11% Increased
129
Bessemer Group
Bessemer Group
New Jersey
$124M +$68.2M 1 0.3% Increased
130
D.E. Shaw & Co
D.E. Shaw & Co
New York
$124M -$27.3M 4 0.12% Reduced
131
Munro Partners
Munro Partners
Australia
$124M +$556K 1 5.32% Increased
132
Eaton Vance Management
Eaton Vance Management
Massachusetts
$120M -$27.7M 5 0.18% Reduced
133
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$119M -$1.75M 1 0.84% Reduced
134
Acadian Asset Management
Acadian Asset Management
Massachusetts
$118M +$32.9M 8 0.46% Increased
135
TimesSquare Capital Management
TimesSquare Capital Management
New York
$117M -$22.4M 2 1% Reduced
136
Rafferty Asset Management
Rafferty Asset Management
New York
$117M +$60.8M 1 0.8% Increased
137
CFM
Coronation Fund Managers
South Africa
$116M -$65.6M 1 3.84% Reduced
138
Hood River Capital Management
Hood River Capital Management
Florida
$114M +$32.3M 2 3.68% Increased
139
DnB Asset Management
DnB Asset Management
Norway
$113M +$10.6M 1 0.82% Increased
140
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$113M +$14.5M 5 0.53% Increased
141
Candriam SCA
Candriam SCA
Luxembourg
$109M -$991 2 0.91% Reduced
142
JSP
Jackson Square Partners
California
$108M +$112M 1 0.61% Increased
143
First Trust Advisors
First Trust Advisors
Illinois
$98.9M -$36.5M 6 0.12% Reduced
144
Westwood Holdings Group
Westwood Holdings Group
Texas
$98.5M -$11.1M 2 0.99% Reduced
145
Charles Schwab
Charles Schwab
California
$98M -$1.03M 5 0.04% Reduced
146
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$96.6M +$653K 3 5% Increased
147
MIS
Morningstar Investment Services
Illinois
$95.6M +$10.4M 1 1.25% Increased
148
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$95.5M +$8.49M 6 0.09% Increased
149
C WorldWide Group
C WorldWide Group
Denmark
$95M -$1.3M 1 0.93% Reduced
150
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$94.9M +$95.7M 2 0.3% Increased