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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
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$118M +$7.92M 1 4.5% Increased
152
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$118M +$107M 3 0.4% Increased
153
Carmignac Gestion
Carmignac Gestion
France
$118M +$56.2M 1 1.97% Increased
154
MC
Metropolis Capital
United Kingdom
$116M -$1.83M 1 4.31% Reduced
155
DnB Asset Management
DnB Asset Management
Norway
$113M +$4.58M 1 0.59% Increased
156
Pictet Asset Management
Pictet Asset Management
Switzerland
$113M -$1.83M 6 0.12% Reduced
157
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$113M -$1.18M 3 1.98% Reduced
158
Squarepoint
Squarepoint
New York
$108M +$65.2M 3 0.2% Increased
159
Macquarie Group
Macquarie Group
Australia
$104M +$6.65M 4 0.12% Increased
160
Epoch Investment Partners
Epoch Investment Partners
New York
$103M -$4.83M 2 0.47% Reduced
161
Federated Hermes
Federated Hermes
Pennsylvania
$103M -$2.67M 5 0.25% Reduced
162
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$103M +$13.8M 8 0.08% Increased
163
Capital Group Private Client Services
Capital Group Private Client Services
California
$101M -$4.13M 1 1.04% Reduced
164
TP
Theleme Partners
United Kingdom
$99M -$28.3M 1 4.72% Reduced
165
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$98.8M -$2.11M 2 1.44% Reduced
166
Capital International Inc
Capital International Inc
California
$96.7M +$2.06M 1 1.51% Increased
167
LFDLE
La Financiere de L'Echiquier
France
$95.9M +$1.76M 2 4.43% Increased
168
HSBC Holdings
HSBC Holdings
United Kingdom
$94.3M -$6.99M 5 0.08% Reduced
169
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$93.4M +$85.7M 1 1.49% New
170
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$91.8M -$89.4K 5 0.42% Reduced
171
CIBC World Market
CIBC World Market
Ontario, Canada
$91.1M +$807K 1 0.23% Increased
172
Renaissance Technologies
Renaissance Technologies
New York
$89.9M -$104M 4 0.14% Reduced
173
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$84.1M +$12.8M 3 0.63% Increased
174
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$81.5M +$9.32M 1 1.14% Increased
175
TD Asset Management
TD Asset Management
Ontario, Canada
$81M -$33.8M 3 0.08% Reduced