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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
EARNEST Partners
EARNEST Partners
Georgia
$143M -$3.51M 3 0.64% Reduced
177
Skye Global Management
Skye Global Management
Florida
$143M +$140M 2 2.98% New
178
DZ Bank
DZ Bank
Germany
$142M +$29.3M 2 0.14% Increased
179
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$140M +$8.09M 2 0.84% Increased
180
LCP
LGT Capital Partners
Switzerland
$138M -$54.1M 1 5.26% Reduced
181
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$136M +$36M 1 2.59% Increased
182
Norges Bank
Norges Bank
Norway
$135M -$3.04M 5 0.02% Reduced
183
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$133M -$5.91M 7 0.12% Reduced
184
Rathbones Group
Rathbones Group
United Kingdom
$132M -$841K 1 0.64% Reduced
185
Rockefeller Capital Management
Rockefeller Capital Management
New York
$130M +$19.5M 3 0.34% Increased
186
Royce & Associates
Royce & Associates
New York
$127M +$3.27M 5 1.18% Increased
187
BWC
Blue Whale Capital
United Kingdom
$127M +$41.3M 1 9.4% Increased
188
SL
Summitry LLC
California
$126M -$5.54M 2 6.17% Reduced
189
Acadian Asset Management
Acadian Asset Management
Massachusetts
$126M -$21.9M 5 0.36% Reduced
190
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$125M -$12.2M 1 0.84% Reduced
191
EQF
Evergreen Quality Fund
Cayman Islands
$124M +$121M 1 3.97% New
192
SCA
Southpoint Capital Advisors
New York
$123M +$121M 1 2.9% New
193
NI
Noked Israel
Israel
$121M +$16.6M 2 23.72% Increased
194
Nomura Holdings
Nomura Holdings
Japan
$120M +$16.2M 4 0.16% Increased
195
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$118M -$67.3M 5 0.3% Reduced
196
SCM
Steadfast Capital Management
New York
$118M +$2.96M 1 2.39% Increased
197
Quilter Plc
Quilter Plc
United Kingdom
$117M -$13.1M 1 2.31% Reduced
198
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$117M -$3.63M 1 1.54% Reduced
199
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$117M -$8.53M 5 0.47% Reduced
200
Wasatch Advisors
Wasatch Advisors
Utah
$116M +$72.1M 2 0.57% Increased
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