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 |
Geneva Capital Management
Milwaukee,
Wisconsin
| $123M | +$780K | 1 | 2.3% | Increased |
|
| 177 |
LBP AM
Paris,
France
| $122M | -$9.54M | 2 | 1.89% | Reduced |
|
| 178 |
Marsico Capital Management
Denver,
Colorado
| $120M | -$28.3M | 1 | 4.1% | Reduced |
|
| 179 |
Bank of Montreal
Toronto,
Ontario, Canada
| $119M | -$32.5M | 5 | 0.06% | Reduced |
|
| 180 |
NI
Noked Israel
Ramat Hasharon,
Israel
| $115M | +$18.5M | 2 | 26.48% | Increased |
|
| 181 |
Acadian Asset Management
Boston,
Massachusetts
| $115M | +$7.48M | 6 | 0.33% | Increased |
|
| 182 |
Rockefeller Capital Management
New York
| $115M | +$8.73M | 3 | 0.28% | Increased |
|
| 183 |
DZ Bank
Frankfurt Am Main,
Germany
| $115M | -$5M | 3 | 0.13% | Reduced |
|
| 184 |
USS Investment Management
London,
United Kingdom
| $115M | $0 | 1 | 0.84% | Maintained |
|
| 185 |
EARNEST Partners
Atlanta,
Georgia
| $115M | +$2.03M | 3 | 0.55% | Increased |
|
| 186 |
ARGA Investment Management
Stamford,
Connecticut
| $112M | -$19.9M | 1 | 3.75% | Reduced |
|
| 187 |
Charles Schwab
San Francisco,
California
| $112M | +$1.07M | 4 | 0.02% | Increased |
|
| 188 |
Two Sigma Investments
New York
| $108M | +$26M | 5 | 0.23% | Increased |
|
| 189 |
BAMCO Inc
New York
| $107M | -$45.5M | 1 | 0.31% | Reduced |
|
| 190 |
TCIM
TOMS Capital Investment Management
New York
| $107M | +$40.4M | 1 | 3.24% | Increased |
|
| 191 |
Quilter Plc
London,
United Kingdom
| $104M | +$6.13M | 1 | 2.15% | Increased |
|
| 192 |
MC
Metropolis Capital
Amersham,
United Kingdom
| $104M | +$46.7M | 1 | 3.85% | Increased |
|
| 193 |
Citadel Advisors
Miami,
Florida
| $104M | -$144M | 8 | 0.02% | Reduced |
|
| 194 |
Samlyn Capital
New York
| $103M | +$120M | 1 | 1.52% | New |
|
| 195 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| $102M | -$3.63M | 2 | 0.83% | Reduced |
|
| 196 |
Phoenix Financial
Givatayim,
Israel
| $102M | +$24.8M | 2 | 1.56% | Increased |
|
| 197 |
SL
Summitry LLC
Foster City,
California
| $102M | -$4.62M | 2 | 5.14% | Reduced |
|
| 198 |
Cerity Partners
New York
| $101M | +$15.1M | 3 | 0.2% | Increased |
|
| 199 |
AustralianSuper
Melbourne,
Australia
| $100M | -$157M | 1 | 0.57% | Reduced |
|
| 200 |
Royce & Associates
New York
| $99.9M | +$10.4M | 5 | 1.08% | Increased |
|