← 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
Vontobel Asset Management
Vontobel Asset Management
New York
$354M -$19.5M 1 3.02% Reduced
27
Capital Guardian Trust
Capital Guardian Trust
California
$327M -$11.7M 1 2.44% Reduced
28
Northern Trust
Northern Trust
Illinois
$319M +$28.8M 6 0.09% Increased
29
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$319M +$26.2M 2 1.68% Increased
30
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$316M +$30.8M 7 0.17% Increased
31
Renaissance Technologies
Renaissance Technologies
New York
$309M +$11.3M 8 0.43% Increased
32
Axiom Investors
Axiom Investors
Connecticut
$301M -$10.1M 1 7.7% Reduced
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$253M +$6.43M 3 1.42% Increased
34
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$226M +$6.19M 1 6.35% Increased
35
UBS Group
UBS Group
Switzerland
$219M +$37.4M 8 0.12% Increased
36
Causeway Capital Management
Causeway Capital Management
California
$218M -$10.7M 1 2.96% Reduced
37
State Street
State Street
Massachusetts
$218M +$11.5M 7 0.02% Increased
38
Franklin Resources
Franklin Resources
California
$215M +$8.51M 3 0.11% Increased
39
Goldman Sachs
Goldman Sachs
New York
$204M +$5.01M 7 0.06% Increased
40
Hermes Investment Management
Hermes Investment Management
United Kingdom
$194M +$32.5M 1 3.13% Increased
41
Allianz Asset Management
Allianz Asset Management
Germany
$189M +$28.5M 4 0.18% Increased
42
UBS AM
UBS AM
Illinois
$184M -$5.93M 5 0.19% Reduced
43
Deutsche Bank
Deutsche Bank
Germany
$183M +$4.04M 8 0.14% Increased
44
Capital International Investors
Capital International Investors
California
$178M -$560K 1 0.24% Reduced
45
Comgest Global Investors
Comgest Global Investors
France
$165M -$21.2M 1 4.44% Reduced
46
LSV Asset Management
LSV Asset Management
Illinois
$165M +$382K 4 0.3% Increased
47
SEI Investments
SEI Investments
Pennsylvania
$160M +$35.5M 4 0.7% Increased
48
Acadian Asset Management
Acadian Asset Management
Massachusetts
$160M -$43.8M 6 0.73% Reduced
49
Charles Schwab
Charles Schwab
California
$155M +$19.5M 5 0.16% Increased
50
Sarasin & Partners
Sarasin & Partners
United Kingdom
$153M -$14M 1 2.98% Reduced
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