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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
FAM
Foxhaven Asset Management
Virginia
$120M +$17M 1 3.86% Increased
127
Axa
Axa
France
$117M -$12.7M 3 0.41% Reduced
128
AMF Tjänstepension
AMF Tjänstepension
Sweden
$117M +$22.9M 1 1.14% Increased
129
Manning & Napier Group
Manning & Napier Group
New York
$117M -$2.64M 1 1.44% Reduced
130
UBS AM
UBS AM
Illinois
$116M +$8.29M 5 0.05% Increased
131
Credit Suisse
Credit Suisse
Switzerland
$115M -$44.1M 7 0.12% Reduced
132
Hood River Capital Management
Hood River Capital Management
Florida
$113M +$42.6M 3 3.64% Increased
133
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$113M -$1.19M 3 0.26% Reduced
134
Acadian Asset Management
Acadian Asset Management
Massachusetts
$111M +$4.04M 6 0.46% Increased
135
Millennium Management
Millennium Management
New York
$111M -$30M 6 0.06% Reduced
136
Swedbank
Swedbank
Sweden
$111M $0 1 0.19% Maintained
137
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$110M +$4.84M 2 1.81% Increased
138
TP
Theleme Partners
United Kingdom
$109M +$8.04M 1 5.45% Increased
139
Baird Financial Group
Baird Financial Group
Wisconsin
$108M +$6.1M 3 0.3% Increased
140
Ruffer LLP
Ruffer LLP
United Kingdom
$108M -$1.44M 1 5.97% Reduced
141
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$107M -$1.36M 1 0.4% Reduced
142
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$104M +$1.41M 7 0.12% Increased
143
TSAM
Trinity Street Asset Management
United Kingdom
$102M +$12.3M 1 13.12% Increased
144
Norges Bank
Norges Bank
Norway
$100M -$15.1M 5 0.02% Reduced
145
MC
Metropolis Capital
United Kingdom
$98.7M +$18.6M 1 3.89% Increased
146
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$98.7M +$54.1M 3 1.95% Increased
147
TD Asset Management
TD Asset Management
Ontario, Canada
$98.4M -$31.8M 3 0.12% Reduced
148
Neuberger Berman Group
Neuberger Berman Group
New York
$97M +$8.63M 6 0.09% Increased
149
Pictet Asset Management
Pictet Asset Management
Switzerland
$95.9M +$104M 6 0.12% New
150
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$93.8M +$13.5M 2 1.93% Increased
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