← 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
26
Invesco
Invesco
Georgia
$239M +$5.67M 7 0.09% Increased
27
Credit Suisse
Credit Suisse
Switzerland
$227M +$47.1M 6 0.22% Increased
28
William Blair & Company
William Blair & Company
Illinois
$227M -$68.6M 1 0.34% Reduced
29
Renaissance Technologies
Renaissance Technologies
New York
$217M -$75.7M 8 0.49% Reduced
30
UBS Group
UBS Group
Switzerland
$214M +$150M 8 0.14% Increased
31
Wellington Management Group
Wellington Management Group
Massachusetts
$210M -$81.4M 5 0.05% Reduced
32
Allianz Asset Management
Allianz Asset Management
Germany
$202M +$66.6M 4 0.22% Increased
33
Northern Trust
Northern Trust
Illinois
$198M +$9.33M 6 0.06% Increased
34
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$197M -$781K 5 0.05% Reduced
35
State Street
State Street
Massachusetts
$189M -$51M 7 0.02% Reduced
36
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$181M +$20.5M 1 1.04% Increased
37
MICM
Matthews International Capital Management
California
$178M -$13M 1 6.17% Reduced
38
Ameriprise
Ameriprise
Minnesota
$174M -$34.5M 6 0.1% Reduced
39
Managed Account Advisors
Managed Account Advisors
New Jersey
$173M +$20.9M 5 0.14% Increased
40
Janus Henderson Group
Janus Henderson Group
$168M +$52.7M 1 1.32% Increased
41
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$167M -$7.91M 5 0.03% Reduced
42
Comgest Global Investors
Comgest Global Investors
France
$163M +$3.98M 1 5.41% Increased
43
Capital Guardian Trust
Capital Guardian Trust
California
$160M +$39.6M 1 1.16% Increased
44
TGA
Trilogy Global Advisors
Florida
$155M -$24M 1 3.22% Reduced
45
Goldman Sachs
Goldman Sachs
New York
$148M +$32.7M 6 0.05% Increased
46
Franklin Resources
Franklin Resources
California
$142M -$20.1M 2 0.06% Reduced
47
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$142M +$27.7M 1 0.87% Increased
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$142M +$31.4M 3 0.46% Increased
49
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$142M -$567K 1 2.4% Reduced
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$140M +$5.2M 6 0.1% Increased