← All themes Semiconductors

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
251	Johnson Investment Counsel Cincinnati, Ohio	$109M	-$522K	2	0.91%	Reduced
252	LCP LGT Capital Partners Pfaeffikon, Switzerland	$109M	-$16.3M	1	5.29%	Reduced
253	O'Shaughnessy Asset Management Stamford, Connecticut	$107M	+$3.89M	4	0.63%	Increased
254	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$107M	-$30.7M	2	0.86%	Reduced
255	Schonfeld Strategic Advisors New York	$107M	-$47.7M	5	0.61%	Reduced
256	Corient Private Wealth Miami, Florida	$107M	+$2.78M	5	0.17%	Increased
257	Osaic Holdings Scottsdale, Arizona	$106M	+$7.17M	8	0.15%	Increased
258	BC BIT Capital Berlin, Germany	$106M	+$18.3M	1	3.62%	Increased
259	Nikko Asset Management Americas New York	$106M	-$14.9M	1	1.02%	Reduced
260	SC Strategy Capital Los Altos, California	$105M	-$241K	1	6.98%	Reduced
261	M&G plc London, United Kingdom	$105M	+$10.5M	2	0.56%	Increased
262	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$105M	+$92.1M	1	4.92%	New
263	Bank Julius Baer & Co Zurich, Switzerland	$103M	-$23.8M	1	0.29%	Reduced
264	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$103M	+$17M	2	0.41%	Increased
265	Groupe la Francaise Paris, France	$103M	-$1.84M	1	1.39%	Reduced
266	Varma Mutual Pension Insurance Co Helsinki, Finland	$102M	$0	1	0.65%	Maintained
267	Kinetic Partners Management Miami, Florida	$101M	-$20.3M	1	4.91%	Reduced
268	Janney Montgomery Scott Philadelphia, Pennsylvania	$101M	-$989K	4	0.24%	Reduced
269	FFM FengHe Fund Management Singapore	$98.8M	+$62.1M	1	9.02%	Increased
270	Scotia Capital Toronto, Ontario, Canada	$98.2M	+$5.53M	1	0.42%	Increased
271	SEP Soma Equity Partners San Francisco, California	$97M	+$84.9M	1	4.87%	New
272	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$95.4M	-$172K	5	0.06%	Reduced
273	M&T Bank Buffalo, New York	$94.4M	+$2.78M	4	0.32%	Increased
274	SCM Sirios Capital Management Boston, Massachusetts	$94.2M	+$7.77M	2	12.26%	Increased
275	Diamond Hill Capital Management Columbus, Ohio	$91.6M	$0	1	0.43%	Maintained