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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$207M -$269K 1 1.14% Reduced
177
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$206M +$43M 6 0.24% Increased
178
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$203M +$29.6M 1 2.39% Increased
179
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$201M +$160M 1 0.67% Increased
180
BWC
Blue Whale Capital
United Kingdom
$200M +$47.3M 1 11.09% Increased
181
Aviva
Aviva
United Kingdom
$199M +$30.1M 2 0.36% Increased
182
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$195M -$78.8M 1 8.01% Reduced
183
TD Asset Management
TD Asset Management
Ontario, Canada
$194M +$21.8M 2 0.16% Increased
184
Westfield Capital Management
Westfield Capital Management
Massachusetts
$192M -$14.4M 2 0.81% Reduced
185
ARGA Investment Management
ARGA Investment Management
Connecticut
$188M -$946K 2 4.99% Reduced
186
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$186M -$37.9M 1 2.16% Reduced
187
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$186M -$11M 1 2.42% Reduced
188
PCM
Prime Capital Management
Hong Kong
$185M +$82.2M 1 22.27% Increased
189
MC
Metropolis Capital
United Kingdom
$184M -$12.9M 1 5.77% Reduced
190
AQR Capital Management
AQR Capital Management
Connecticut
$183M -$4.08M 5 0.12% Reduced
191
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$183M +$19.7M 5 0.58% Increased
192
Creative Planning
Creative Planning
Kansas
$180M +$13.9M 8 0.14% Increased
193
Holocene Advisors
Holocene Advisors
New York
$179M +$150M 3 0.41% Increased
194
Victory Capital Management
Victory Capital Management
Texas
$179M -$9.69M 6 0.1% Reduced
195
AustralianSuper
AustralianSuper
Australia
$177M -$73.4M 1 0.84% Reduced
196
ACM
Analog Century Management
New York
$177M -$43.4M 2 9.49% Reduced
197
Two Sigma Advisers
Two Sigma Advisers
New York
$174M +$50.4M 7 0.35% Increased
198
Pictet Asset Management
Pictet Asset Management
Switzerland
$171M +$32.4M 6 0.16% Increased
199
LSV Asset Management
LSV Asset Management
Illinois
$170M -$27.3M 4 0.38% Reduced
200
BAMCO Inc
BAMCO Inc
New York
$169M +$6.53M 1 0.45% Increased
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