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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
Optiver Holding
Optiver Holding
Netherlands
$153M +$118M 1 0.09% Increased
152
Nordea Investment Management
Nordea Investment Management
Sweden
$150M -$25M 2 0.16% Reduced
153
Renaissance Technologies
Renaissance Technologies
New York
$148M -$192M 5 0.22% Reduced
154
LSV Asset Management
LSV Asset Management
Illinois
$148M -$2.82M 5 0.35% Reduced
155
Federated Hermes
Federated Hermes
Pennsylvania
$147M +$23.1M 6 0.32% Increased
156
DnB Asset Management
DnB Asset Management
Norway
$147M -$8.94M 1 0.68% Reduced
157
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$146M -$91.4M 2 0.21% Reduced
158
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$143M +$2.26M 5 0.61% Increased
159
Bessemer Group
Bessemer Group
New Jersey
$143M +$63.4M 5 0.26% Increased
160
Axa
Axa
France
$140M -$18.6M 4 0.46% Reduced
161
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$140M $0 2 7.76% Maintained
162
Waverton Investment Management
Waverton Investment Management
United Kingdom
$139M -$6.64M 1 2.16% Reduced
163
HighTower Advisors
HighTower Advisors
Illinois
$139M +$4.15M 5 0.19% Increased
164
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$137M +$120M 2 0.37% Increased
165
C WorldWide Group
C WorldWide Group
Denmark
$136M +$9.71M 1 1.69% Increased
166
Westfield Capital Management
Westfield Capital Management
Massachusetts
$133M -$41.7M 2 0.65% Reduced
167
SCGE Management
SCGE Management
California
$133M +$52.1M 1 3.83% Increased
168
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$133M -$15.9M 3 1.86% Reduced
169
Baird Financial Group
Baird Financial Group
Wisconsin
$132M -$25.4M 4 0.25% Reduced
170
SRS Investment Management
SRS Investment Management
New York
$132M +$4.83M 1 1.76% Increased
171
Rathbones Group
Rathbones Group
United Kingdom
$129M +$21.8M 1 0.62% Increased
172
Epoch Investment Partners
Epoch Investment Partners
New York
$129M +$53.6M 2 0.67% Increased
173
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$128M +$83.3M 2 1.67% Increased
174
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$128M +$15M 2 0.78% Increased
175
Victory Capital Management
Victory Capital Management
Texas
$124M +$4.94M 6 0.13% Increased