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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
Voyager Global Management
Voyager Global Management
New York
$389M -$25.8M 1 13.22% Reduced
127
Stifel Financial
Stifel Financial
Missouri
$387M +$55M 6 0.36% Increased
128
HCS
Himension Capital (Singapore)
Singapore
$387M +$30.2M 2 29.72% Increased
129
Vontobel Holding
Vontobel Holding
Switzerland
$380M -$104M 2 1.31% Reduced
130
SurgoCap Partners
SurgoCap Partners
New York
$374M -$520K 1 12.5% Reduced
131
Two Sigma Investments
Two Sigma Investments
New York
$373M +$22.2M 7 0.3% Increased
132
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$369M +$120M 5 1.24% Increased
133
Tidal Investments
Tidal Investments
Wisconsin
$364M +$254M 7 0.77% Increased
134
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$361M +$2.42M 1 3.93% Increased
135
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$361M -$12.2M 7 0.21% Reduced
136
USS Investment Management
USS Investment Management
United Kingdom
$360M +$189K 1 1.41% Increased
137
Select Equity Group
Select Equity Group
New York
$360M +$5.66M 2 1.84% Increased
138
Canada Life
Canada Life
Manitoba, Canada
$357M -$47.7M 4 0.64% Reduced
139
Rathbones Group
Rathbones Group
United Kingdom
$347M +$2.56M 1 1.38% Increased
140
Baird Financial Group
Baird Financial Group
Wisconsin
$346M +$37.6M 3 0.54% Increased
141
Rockefeller Capital Management
Rockefeller Capital Management
New York
$337M +$19.2M 7 0.6% Increased
142
Federated Hermes
Federated Hermes
Pennsylvania
$330M +$10.9M 6 0.54% Increased
143
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$325M -$458M 2 0.22% Reduced
144
AQR Capital Management
AQR Capital Management
Connecticut
$324M -$8.56M 7 0.15% Reduced
145
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$322M +$657K 1 2.82% Increased
146
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$320M -$4.94M 5 0.74% Reduced
147
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$320M -$5.38M 7 0.45% Reduced
148
Alphinity Investment Management
Alphinity Investment Management
Australia
$316M -$122M 1 5.57% Reduced
149
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$311M -$110M 2 0.44% Reduced
150
Bank of Montreal
Bank of Montreal
Ontario, Canada
$309M +$20.7M 6 0.12% Increased