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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
Clal Insurance
Clal Insurance
Israel
$322M -$16.7M 2 2.45% Reduced
127
USS Investment Management
USS Investment Management
United Kingdom
$316M $0 1 1.44% Maintained
128
Third Point
Third Point
New York
$307M -$80.7M 1 3.42% Reduced
129
Two Sigma Investments
Two Sigma Investments
New York
$307M +$174M 6 0.46% Increased
130
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$306M -$25.3M 1 2.73% Reduced
131
Bessemer Group
Bessemer Group
New Jersey
$300M +$44M 6 0.46% Increased
132
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$298M +$49.3M 1 3.94% Increased
133
AXA Investment Managers
AXA Investment Managers
France
$298M +$261M 4 0.8% New
134
Appaloosa LP
Appaloosa LP
New Jersey
$296M +$8.56M 1 4.01% Increased
135
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$293M -$36.7M 7 0.93% Reduced
136
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$292M -$10.4M 5 0.76% Reduced
137
Maverick Capital
Maverick Capital
Texas
$285M -$181M 1 3.81% Reduced
138
Credit Agricole
Credit Agricole
France
$283M +$247M 2 0.75% New
139
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$282M -$3.36M 7 0.17% Reduced
140
Axiom Investors
Axiom Investors
Connecticut
$282M +$24.9M 1 2.07% Increased
141
CI Investments Inc
CI Investments Inc
Ontario, Canada
$279M -$6.24M 3 1.01% Reduced
142
Manning & Napier Advisors
Manning & Napier Advisors
New York
$277M +$56.3M 1 3.53% Increased
143
TSAM
Trinity Street Asset Management
United Kingdom
$277M -$15.2M 1 18.88% Reduced
144
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$271M -$159M 7 0.14% Reduced
145
Waverton Investment Management
Waverton Investment Management
United Kingdom
$268M -$45.1M 1 3.45% Reduced
146
Stifel Financial
Stifel Financial
Missouri
$266M +$5.15M 5 0.24% Increased
147
Rathbones Group
Rathbones Group
United Kingdom
$263M +$13M 1 1.07% Increased
148
Dorsal Capital Management
Dorsal Capital Management
California
$258M -$36.7M 1 6.9% Reduced
149
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$255M -$8.97M 1 2.32% Reduced
150
Federated Hermes
Federated Hermes
Pennsylvania
$253M -$32.5M 6 0.45% Reduced