← 모든 테마 반도체

첨단 패키징

첨단 패키징은 완성된 다이를 적층하고 연결해 하나의 고성능 부품으로 만들어요. 트랜지스터 미세화가 둔화되면서 성능을 높이는 주요 방법이 됐어요. 가속기와 메모리를 결합하는 단계예요.

10개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
1
Sanders Capital
Sanders Capital
Florida
US$33.9억 -US$1324만 1 8.59% 축소
2
JP Morgan Chase
JP Morgan Chase
New York
US$33.3억 +US$1.39억 9 0.46% 증가
3
Carlyle Group
Carlyle Group
District of Columbia
US$29.7억 US$0 1 51.28% 유지됨
4
Capital World Investors
Capital World Investors
California
US$28.7억 -US$8591만 1 0.61% 축소
5
BlackRock
BlackRock
New York
US$26.3억 -US$3.01억 8 0.08% 축소
6
Bank of New York Mellon
Bank of New York Mellon
New York
US$24.5억 -US$8789만 6 0.56% 축소
7
Morgan Stanley
Morgan Stanley
New York
US$24억 +US$3.75억 9 0.31% 증가
8
Fisher Asset Management
Fisher Asset Management
Washington
US$23.9억 +US$729만 4 1.69% 증가
9
Capital International Investors
Capital International Investors
California
US$23.9억 -US$3.8억 2 0.65% 축소
10
Vanguard Group
Vanguard Group
Pennsylvania
US$22.7억 -US$9345만 7 0.06% 축소
11
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$22.5억 -US$2019만 2 0.78% 축소
12
Goldman Sachs
Goldman Sachs
New York
US$14.3억 +US$3.89억 8 0.36% 증가
13
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$13억 +US$2416만 1 3.85% 증가
14
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$12.6억 +US$5.36억 6 1.78% 증가
15
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$12.5억 +US$4836만 9 0.37% 증가
16
Fidelity Investments
Fidelity Investments
Massachusetts
US$11.5억 -US$4366만 8 0.11% 축소
17
Bank of America
Bank of America
North Carolina
US$10.5억 -US$4059만 9 0.12% 축소
18
Wellington Management Group
Wellington Management Group
Massachusetts
US$9.9억 -US$6726만 5 0.2% 축소
19
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$9.9억 -US$561만 7 0.35% 축소
20
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$9.38억 -US$2250만 4 1.43% 축소
21
WCM Investment Management
WCM Investment Management
California
US$9.33억 -US$5460만 1 3.34% 축소
22
Harding Loevner
Harding Loevner
New Jersey
US$8.68억 -US$6606만 1 5.35% 축소
23
William Blair Investment Management
William Blair Investment Management
Illinois
US$7.95억 -US$1.28억 2 2.95% 축소
24
VanEck Associates
VanEck Associates
New York
US$7.77억 +US$5494만 3 2.06% 증가
25
First Eagle Investment Management
First Eagle Investment Management
New York
US$7.42억 -US$372만 4 2.09% 축소