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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
Canada Life
Canada Life
Manitoba, Canada
$360M -$66.2M 4 0.63% Reduced
127
Holocene Advisors
Holocene Advisors
New York
$360M +$158M 3 0.76% Increased
128
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$358M -$2.45M 1 1.1% Reduced
129
Optiver Holding
Optiver Holding
Netherlands
$354M +$248M 1 0.13% Increased
130
Wasatch Advisors
Wasatch Advisors
Utah
$349M -$96M 2 2.08% Reduced
131
Appaloosa LP
Appaloosa LP
New Jersey
$343M +$20.5M 1 4.96% Increased
132
First Trust Advisors
First Trust Advisors
Illinois
$343M -$32.1M 6 0.25% Reduced
133
Man Group
Man Group
United Kingdom
$340M -$18.6M 4 0.58% Reduced
134
SurgoCap Partners
SurgoCap Partners
New York
$337M -$53.1M 1 9.33% Reduced
135
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$335M +$26.5M 7 0.18% Increased
136
Credit Agricole
Credit Agricole
France
$333M +$20.7M 3 0.76% Increased
137
Clal Insurance
Clal Insurance
Israel
$330M -$6.14M 2 2.13% Reduced
138
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$322M +$268M 1 3.34% Increased
139
HCS
Himension Capital (Singapore)
Singapore
$321M -$34.5M 1 19.83% Reduced
140
Select Equity Group
Select Equity Group
New York
$316M -$356M 2 1.36% Reduced
141
Two Sigma Investments
Two Sigma Investments
New York
$310M -$27.5M 6 0.44% Reduced
142
Rathbones Group
Rathbones Group
United Kingdom
$310M +$22.6M 1 1.21% Increased
143
CI Investments Inc
CI Investments Inc
Ontario, Canada
$303M -$1.08M 2 1.33% Reduced
144
SG Americas Securities
SG Americas Securities
New York
$299M +$196M 6 0.38% Increased
145
Axiom Investors
Axiom Investors
Connecticut
$298M -$8.49M 1 2.61% Reduced
146
Stifel Financial
Stifel Financial
Missouri
$297M +$5.84M 6 0.27% Increased
147
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$294M +$45.1M 5 0.44% Increased
148
TSAM
Trinity Street Asset Management
United Kingdom
$294M -$7.32M 1 18.46% Reduced
149
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$289M -$42.2M 1 2.47% Reduced
150
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$289M +$106M 5 0.76% Increased