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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
$144M -$10.4M 1 5.15% Reduced
152
Danske Bank
Danske Bank
Denmark
$139M +$127M 5 0.44% New
153
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$136M +$15.6M 5 0.59% Increased
154
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$136M +$2M 8 0.09% Increased
155
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$135M -$39.6M 2 2.16% Reduced
156
Westfield Capital Management
Westfield Capital Management
Massachusetts
$134M +$66.6M 2 0.7% Increased
157
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$132M +$38.2M 4 0.21% Increased
158
CIBC World Market
CIBC World Market
Ontario, Canada
$128M +$8.47M 1 0.3% Increased
159
Capital Group Private Client Services
Capital Group Private Client Services
California
$127M -$4.55M 1 1.29% Reduced
160
Royce & Associates
Royce & Associates
New York
$127M -$20.7M 5 1.13% Reduced
161
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$124M -$44.2M 3 0.45% Reduced
162
MIS
Morningstar Investment Services
Illinois
$123M -$126M 1 1.35% Reduced
163
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$121M -$1.02M 1 1.82% Reduced
164
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$119M +$95.6M 7 0.24% Increased
165
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$117M -$110K 2 1.56% Reduced
166
HM
HCEP Management
Hong Kong
$116M +$106M 1 21.74% New
167
Marsico Capital Management
Marsico Capital Management
Colorado
$113M +$12.4M 1 3.71% Increased
168
Epoch Investment Partners
Epoch Investment Partners
New York
$110M -$21.4M 2 0.49% Reduced
169
LFDLE
La Financiere de L'Echiquier
France
$109M -$13.1M 2 4.71% Reduced
170
Candriam SCA
Candriam SCA
Luxembourg
$107M +$25.8M 1 0.69% Increased
171
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$107M +$82K 1 1.33% Increased
172
LPL Financial
LPL Financial
California
$105M +$10.8M 8 0.06% Increased
173
HighTower Advisors
HighTower Advisors
Illinois
$105M +$11.8M 6 0.17% Increased
174
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$104M +$14.7M 1 0.98% Increased
175
SRS Investment Management
SRS Investment Management
New York
$104M $0 1 1.44% Maintained