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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
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$225M -$27.2M 1 5.45% Reduced
177
Flossbach Von Storch
Flossbach Von Storch
Germany
$224M -$6.09M 1 0.89% Reduced
178
National Bank of Canada
National Bank of Canada
Quebec, Canada
$224M -$21.5M 1 0.2% Reduced
179
Creative Planning
Creative Planning
Kansas
$220M +$17.2M 8 0.16% Increased
180
EARNEST Partners
EARNEST Partners
Georgia
$220M -$76.6M 3 0.94% Reduced
181
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$219M -$56.5M 1 2.14% Reduced
182
Westfield Capital Management
Westfield Capital Management
Massachusetts
$212M -$5.01M 2 0.88% Reduced
183
DnB Asset Management
DnB Asset Management
Norway
$210M -$164M 1 0.73% Reduced
184
Charles Schwab
Charles Schwab
California
$208M -$2.51M 4 0.03% Reduced
185
ARGA Investment Management
ARGA Investment Management
Connecticut
$205M -$9.1K 2 5.59% Reduced
186
Aviva
Aviva
United Kingdom
$204M -$12.7M 2 0.34% Reduced
187
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$204M -$7.95M 1 8.37% Reduced
188
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$202M $0 4 0.35% Maintained
189
PCM
Prime Capital Management
Hong Kong
$202M $0 1 23.96% Maintained
190
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$200M -$2.72M 1 2.5% Reduced
191
Alyeska Investment Group
Alyeska Investment Group
Illinois
$200M +$193M 1 0.57% New
192
Marsico Capital Management
Marsico Capital Management
Colorado
$197M -$33.8M 1 5.48% Reduced
193
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$196M -$5.96M 1 2.47% Reduced
194
ACM
Analog Century Management
New York
$194M +$6.72M 2 9.52% Increased
195
BAMCO Inc
BAMCO Inc
New York
$193M +$8.43M 1 0.52% Increased
196
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$192M -$7.56M 5 0.58% Reduced
197
Nomura Holdings
Nomura Holdings
Japan
$189M -$403M 2 0.25% Reduced
198
TD Asset Management
TD Asset Management
Ontario, Canada
$187M -$22.8M 4 0.15% Reduced
199
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$186M +$1.85M 2 7.81% Increased
200
Mariner
Mariner
Kansas
$186M +$6.49M 7 0.22% Increased