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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
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$175M -$14.4M 3 2.31% Reduced
152
Bank of Montreal
Bank of Montreal
Ontario, Canada
$174M +$38.6M 5 0.08% Increased
153
BAMCO Inc
BAMCO Inc
New York
$173M -$16.2M 1 0.45% Reduced
154
Waverton Investment Management
Waverton Investment Management
United Kingdom
$173M +$16.3M 1 2.75% Increased
155
Candriam SCA
Candriam SCA
Luxembourg
$172M -$10M 2 0.99% Reduced
156
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$171M +$104M 3 0.32% Increased
157
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$171M -$13.4M 5 0.68% Reduced
158
Marsico Capital Management
Marsico Capital Management
Colorado
$171M -$1.61M 1 4.65% Reduced
159
Geneva Capital Management
Geneva Capital Management
Wisconsin
$168M +$13M 1 2.92% Increased
160
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$166M +$703K 6 0.32% Increased
161
Victory Capital Management
Victory Capital Management
Texas
$165M -$12.5M 6 0.16% Reduced
162
USS Investment Management
USS Investment Management
United Kingdom
$164M +$1.58M 1 1.14% New
163
Capital Group Private Client Services
Capital Group Private Client Services
California
$163M +$1.39M 1 1.5% Increased
164
HighTower Advisors
HighTower Advisors
Illinois
$161M -$948K 6 0.22% Reduced
165
Federated Hermes
Federated Hermes
Pennsylvania
$161M +$10.1M 6 0.35% Increased
166
LBP AM
LBP AM
France
$157M -$7.38M 2 2.12% Reduced
167
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$156M +$113M 1 2.25% Increased
168
Holocene Advisors
Holocene Advisors
New York
$154M +$24.3M 1 0.49% Increased
169
ARGA Investment Management
ARGA Investment Management
Connecticut
$154M -$10.5M 1 5.02% Reduced
170
C WorldWide Group
C WorldWide Group
Denmark
$152M -$1.87M 1 1.85% Reduced
171
SRS Investment Management
SRS Investment Management
New York
$152M $0 1 2.16% Maintained
172
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$151M +$21.8M 5 0.58% Increased
173
Charles Schwab
Charles Schwab
California
$151M +$3.27M 4 0.03% Increased
174
PEAK6
PEAK6
Illinois
$146M +$143M 4 0.31% New
175
Pacer Advisors
Pacer Advisors
Pennsylvania
$144M -$9.75M 5 0.31% Reduced