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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
176
SRS Investment Management
SRS Investment Management
New York
$66.7M $0 1 0.96% Maintained
177
Robeco Schweiz
Robeco Schweiz
Switzerland
$66.7M -$13.9M 1 1.13% Reduced
178
C WorldWide Group
C WorldWide Group
Denmark
$66.2M -$2.92M 1 0.9% Reduced
179
Aberdeen Group
Aberdeen Group
United Kingdom
$65.7M -$132M 2 0.17% Reduced
180
ClearBridge Investments
ClearBridge Investments
New York
$65.6M +$94.6K 2 0.06% Increased
181
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$65.3M +$54.9M 2 1.32% New
182
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$64.6M +$7.17M 5 1.46% Increased
183
SL
Summitry LLC
California
$64.3M +$11M 1 4.23% Increased
184
Congress Asset Management
Congress Asset Management
Massachusetts
$64M -$319K 2 0.57% Reduced
185
Artisan Partners
Artisan Partners
Wisconsin
$63.9M -$212M 1 0.11% Reduced
186
Carrhae Capital
Carrhae Capital
United Kingdom
$63.9M +$22.5M 1 21.94% Increased
187
Marshall Wace
Marshall Wace
United Kingdom
$63.4M +$61.3M 2 0.13% Increased
188
NHAS
Novo Holdings A/S
Denmark
$61.8M $0 1 4.56% Maintained
189
Balyasny Asset Management
Balyasny Asset Management
Illinois
$60.4M +$51.1M 4 0.12% Increased
190
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$59.7M +$10.5M 1 1.1% Increased
191
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$59.3M -$11.3M 4 0.42% Reduced
192
Stifel Financial
Stifel Financial
Missouri
$59.1M +$1.97M 4 0.08% Increased
193
Cullen Capital Management
Cullen Capital Management
New York
$59M -$3.54M 2 0.69% Reduced
194
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$58.7M +$47.7K 1 1.26% Increased
195
Jane Street
Jane Street
New York
$58.5M -$28.5M 7 0.02% Reduced
196
Wasatch Advisors
Wasatch Advisors
Utah
$57.2M -$588K 2 0.36% Reduced
197
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$57M -$21.1M 1 0.67% Reduced
198
LPL Financial
LPL Financial
California
$56.5M +$5.12M 8 0.04% Increased
199
E Fund Management
E Fund Management
China
$56.5M -$1.17M 1 4.3% Reduced
200
PointState Capital
PointState Capital
New York
$56.2M +$38.7M 1 0.96% Increased