← 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	Fiera Capital (Canada) Montreal, Quebec, Canada	$414M	+$44.3M	2	1.79%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$414M	+$34.7M	7	0.19%	Increased
28	Wellington Management Group Boston, Massachusetts	$405M	+$111M	4	0.09%	Increased
29	Bank of America Charlotte, North Carolina	$398M	-$41.7M	8	0.07%	Reduced
30	Russell Investments Group London, United Kingdom	$370M	-$111M	6	0.77%	Reduced
31	Northern Trust Chicago, Illinois	$358M	+$10.6M	6	0.09%	Increased
32	Morgan Stanley New York	$356M	+$30.3M	8	0.1%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$320M	+$55.2M	7	0.16%	Increased
34	Janus Henderson Group London,	$307M	+$82M	2	0.17%	Increased
35	Capital International Investors Los Angeles, California	$278M	+$656K	1	0.31%	Increased
36	UBS AM Chicago, Illinois	$276M	+$103M	6	0.21%	Increased
37	Renaissance Technologies New York	$269M	+$129M	8	0.29%	Increased
38	Franklin Resources San Mateo, California	$248M	-$3.79M	3	0.13%	Reduced
39	State Street Boston, Massachusetts	$245M	-$6.04M	6	0.02%	Reduced
40	Mondrian Investment Partners London, United Kingdom	$244M	+$4.9M	2	7.12%	Increased
41	Causeway Capital Management Los Angeles, California	$219M	-$31.1M	1	2.21%	Reduced
42	Aberdeen Group Edinburgh, United Kingdom	$214M	-$88.5M	1	0.41%	Reduced
43	Axiom Investors Greenwich, Connecticut	$212M	-$30.1M	1	6.36%	Reduced
44	SEI Investments Oaks, Pennsylvania	$179M	+$23.6M	6	0.61%	Increased
45	CBT Capital Bank & Trust Irvine, California	$178M	+$3.34M	1	2.32%	Increased
46	Capital Guardian Trust Los Angeles, California	$171M	-$1.17M	1	2.43%	Reduced
47	LSV Asset Management Chicago, Illinois	$168M	+$1.39M	3	0.26%	Increased
48	Sarasin & Partners London, United Kingdom	$162M	+$910K	1	3.19%	Increased
49	CCM Cantillon Capital Management New York	$154M	-$5.07M	1	1.66%	Reduced
50	State of New Jersey Common Pension Fund D Trenton, New Jersey	$153M	-$17.7M	2	0.58%	Reduced