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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
TSAM
Trinity Street Asset Management
United Kingdom
$158M -$44.2M 1 13.94% Reduced
152
Hood River Capital Management
Hood River Capital Management
Florida
$157M -$70M 2 3.26% Reduced
153
BAMCO Inc
BAMCO Inc
New York
$156M -$25.6M 1 0.45% Reduced
154
MIS
Morningstar Investment Services
Illinois
$153M -$1.71M 1 1.66% Reduced
155
Marsico Capital Management
Marsico Capital Management
Colorado
$152M +$6.72M 1 4.54% Increased
156
Royce & Associates
Royce & Associates
New York
$151M +$1.06M 5 1.41% Increased
157
Capital Group Private Client Services
Capital Group Private Client Services
California
$149M -$11.3M 1 1.49% Reduced
158
HighTower Advisors
HighTower Advisors
Illinois
$149M +$13.1M 6 0.23% Increased
159
ARGA Investment Management
ARGA Investment Management
Connecticut
$146M -$106M 1 5.13% Reduced
160
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$146M -$22.6M 1 5.95% Reduced
161
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$141M -$36.7M 7 0.13% Reduced
162
UBS AM
UBS AM
Illinois
$140M -$110M 7 0.04% Reduced
163
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$140M -$12.7M 1 1.97% Reduced
164
Candriam SCA
Candriam SCA
Luxembourg
$140M +$2.24M 2 0.85% Increased
165
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$137M +$7.2M 5 0.6% Increased
166
HCS
Himension Capital (Singapore)
Singapore
$134M +$24.6M 1 9.5% Increased
167
SRS Investment Management
SRS Investment Management
New York
$133M $0 1 1.82% Maintained
168
TD Asset Management
TD Asset Management
Ontario, Canada
$131M +$4.17M 4 0.12% Increased
169
C WorldWide Group
C WorldWide Group
Denmark
$130M +$2.52M 1 1.41% Increased
170
LFDLE
La Financiere de L'Echiquier
France
$130M -$12.3M 2 5.65% Reduced
171
Waverton Investment Management
Waverton Investment Management
United Kingdom
$129M +$4.22M 1 2.43% Increased
172
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$127M -$5.91M 1 1.15% Reduced
173
SL
Summitry LLC
California
$123M -$4.79M 2 6.37% Reduced
174
Epoch Investment Partners
Epoch Investment Partners
New York
$123M -$15.1M 2 0.56% Reduced
175
Bank of Montreal
Bank of Montreal
Ontario, Canada
$121M -$390M 6 0.04% Reduced
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