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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
Dorsal Capital Management
Dorsal Capital Management
California
$245M -$68.8M 1 9.52% Reduced
177
MIM
Meridiem Investment Management
United Kingdom
$245M +$151M 1 6.24% Increased
178
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$242M +$173M 1 0.84% Increased
179
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$237M -$4.79M 2 9.08% Reduced
180
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$237M +$19.6M 1 2.46% Increased
181
Westfield Capital Management
Westfield Capital Management
Massachusetts
$234M -$15.7M 2 0.98% Reduced
182
Harvard Management Company
Harvard Management Company
Massachusetts
$232M +$131M 1 12.78% Increased
183
C WorldWide Group
C WorldWide Group
Denmark
$230M -$26.5M 1 4.94% Reduced
184
Cerity Partners
Cerity Partners
New York
$227M +$25.4M 6 0.32% Increased
185
PCM
Prime Capital Management
Hong Kong
$224M $0 1 25.18% Maintained
186
Candriam SCA
Candriam SCA
Luxembourg
$222M -$37.1M 3 1.16% Reduced
187
EARNEST Partners
EARNEST Partners
Georgia
$221M -$36.4M 3 0.91% Reduced
188
Milford Funds
Milford Funds
$217M +$51.3M 1 4.55% Increased
189
BAMCO Inc
BAMCO Inc
New York
$215M +$556K 1 0.65% Increased
190
ARK Investment Management
ARK Investment Management
Florida
$214M -$41.8M 2 1.67% Reduced
191
Mariner
Mariner
Kansas
$214M +$4.53M 7 0.25% Increased
192
KCMH
Keywise Capital Management (HK)
Hong Kong
$213M +$215M 1 33.87% Increased
193
IMC Chicago
IMC Chicago
Illinois
$213M +$117M 5 0.08% Increased
194
ARGA Investment Management
ARGA Investment Management
Connecticut
$213M -$16M 2 6.98% Reduced
195
Holocene Advisors
Holocene Advisors
New York
$207M -$197M 3 0.5% Reduced
196
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$206M +$140M 6 0.36% Increased
197
Marsico Capital Management
Marsico Capital Management
Colorado
$206M -$13.6M 1 6.04% Reduced
198
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$205M -$71M 5 0.93% Reduced
199
TD Asset Management
TD Asset Management
Ontario, Canada
$201M -$8.1M 3 0.16% Reduced
200
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$194M +$22.4M 7 0.12% Increased
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