← 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
Renaissance Technologies
Renaissance Technologies
New York
$288M -$11.9M 8 0.46% Reduced
27
Axiom Investors
Axiom Investors
Connecticut
$272M -$13.6M 1 7.78% Reduced
28
Northern Trust
Northern Trust
Illinois
$263M -$34.1M 6 0.08% Reduced
29
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$257M +$12.8M 2 1.44% Increased
30
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$248M -$19.4M 7 0.13% Reduced
31
Wellington Management Group
Wellington Management Group
Massachusetts
$231M -$15.4M 6 0.06% Reduced
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$214M +$23.9M 3 1.16% Increased
33
Causeway Capital Management
Causeway Capital Management
California
$205M +$14.4M 1 3.59% Increased
34
State Street
State Street
Massachusetts
$197M +$17M 7 0.02% Increased
35
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$192M -$2.57M 1 5.54% Reduced
36
Epoch Investment Partners
Epoch Investment Partners
New York
$190M -$1.23M 2 0.71% Reduced
37
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$185M +$37.3M 7 0.03% Increased
38
Acadian Asset Management
Acadian Asset Management
Massachusetts
$180M -$175K 7 0.88% Reduced
39
Franklin Resources
Franklin Resources
California
$176M +$20.4M 3 0.09% Increased
40
Goldman Sachs
Goldman Sachs
New York
$174M -$3.69M 8 0.05% Reduced
41
UBS AM
UBS AM
Illinois
$167M -$3.09M 5 0.19% Reduced
42
Comgest Global Investors
Comgest Global Investors
France
$164M -$18.8M 1 5.34% Reduced
43
Deutsche Bank
Deutsche Bank
Germany
$159M +$11.6M 8 0.13% Increased
44
UBS Group
UBS Group
Switzerland
$158M +$6.87M 7 0.09% Increased
45
Numeric Investors
Numeric Investors
Massachusetts
$157M +$33.6M 4 1.44% Increased
46
Capital International Investors
Capital International Investors
California
$156M -$97K 1 0.23% Reduced
47
Sarasin & Partners
Sarasin & Partners
United Kingdom
$147M +$7.61M 1 2.48% Increased
48
Allianz Asset Management
Allianz Asset Management
Germany
$141M -$4.59M 4 0.13% Reduced
49
LSV Asset Management
LSV Asset Management
Illinois
$141M -$5.57M 5 0.26% Reduced
50
Hermes Investment Management
Hermes Investment Management
United Kingdom
$140M +$1.33M 1 2.39% Increased
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