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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
151
Bessemer Group
Bessemer Group
New Jersey
$87.2M -$17.5M 1 0.22% Reduced
152
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$86.5M +$37.4M 3 0.53% Increased
153
Clal Insurance
Clal Insurance
Israel
$83.7M -$3.88M 3 1.11% Reduced
154
UBS AM
UBS AM
Illinois
$83.2M -$9.89M 5 0.04% Reduced
155
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$82.4M +$2.59M 1 1.55% Increased
156
Geneva Capital Management
Geneva Capital Management
Wisconsin
$81.8M -$871K 1 1.88% Reduced
157
UBS O'Connor
UBS O'Connor
Illinois
$80.6M -$7.17M 1 0.84% Reduced
158
Norges Bank
Norges Bank
Norway
$80.6M +$1.95M 5 0.02% Increased
159
Victory Capital Management
Victory Capital Management
Texas
$79.9M +$14.5M 5 0.09% Increased
160
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$79.7M -$4.67M 2 1.84% Reduced
161
Hood River Capital Management
Hood River Capital Management
Florida
$79.4M -$6.87M 1 3.16% Reduced
162
Robeco Schweiz
Robeco Schweiz
Switzerland
$78.8M -$12.6M 1 1.41% Reduced
163
Stifel Financial
Stifel Financial
Missouri
$77.6M -$2.15M 5 0.12% Reduced
164
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$74.7M $0 5 0.41% Maintained
165
EARNEST Partners
EARNEST Partners
Georgia
$73M +$10.6M 2 0.49% Increased
166
Manning & Napier Group
Manning & Napier Group
New York
$72.2M +$4.05M 1 0.83% Increased
167
Phoenix Financial
Phoenix Financial
Israel
$71.5M +$4.26M 3 1.46% Increased
168
VI
Versor Investments
New York
$67.9M +$108K 4 2.6% Increased
169
C WorldWide Group
C WorldWide Group
Denmark
$67.9M -$291K 1 0.85% Reduced
170
BAM
Brilliance Asset Management
Hong Kong
$67.3M +$76.1M 1 13.95% New
171
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$67M +$4.29M 3 0.88% Increased
172
TIAM
TT International Asset Management
United Kingdom
$65.6M +$12.4M 1 5.71% Increased
173
Select Equity Group
Select Equity Group
New York
$64.3M +$30.5M 1 0.21% Increased
174
Hosking Partners
Hosking Partners
United Kingdom
$63.8M -$18.4M 1 2.52% Reduced
175
Baird Financial Group
Baird Financial Group
Wisconsin
$62.5M -$2.02M 3 0.17% Reduced