← 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	Federated Hermes Pittsburgh, Pennsylvania	$1.23B	-$11.4M	4	2.38%	Reduced
27	William Blair Investment Management Chicago, Illinois	$1.22B	-$235M	1	3.96%	Reduced
28	Northern Trust Chicago, Illinois	$1.22B	+$2.55M	7	0.23%	Increased
29	First Eagle Investment Management New York	$1.15B	-$16.4M	1	3.06%	Reduced
30	Sands Capital Management Arlington, Virginia	$1.1B	+$254M	1	2.13%	Increased
31	Altshuler Shaham Tel Aviv, Israel	$1.09B	+$644M	3	11.06%	Increased
32	Arrowstreet Capital Boston, Massachusetts	$1.07B	-$484M	8	1.43%	Reduced
33	Baillie Gifford & Co Edinburgh, United Kingdom	$923M	-$140M	3	0.52%	Reduced
34	Goldman Sachs New York	$897M	-$577M	8	0.23%	Reduced
35	Lazard Asset Management New York	$885M	-$61.3M	6	1.07%	Reduced
36	VanEck Associates New York	$855M	+$319M	2	2.33%	Increased
37	Janus Henderson Group London,	$854M	+$83M	3	0.39%	Increased
38	Susquehanna International Group Bala Cynwyd, Pennsylvania	$850M	+$578M	6	0.13%	Increased
39	Ameriprise Minneapolis, Minnesota	$830M	-$108M	7	0.28%	Reduced
40	AQR Capital Management Greenwich, Connecticut	$829M	-$35M	5	1.36%	Reduced
41	Ruane, Cunniff & Goldfarb New York	$700M	-$95.3M	1	6.58%	Reduced
42	UBS Group Zurich, Switzerland	$700M	+$172M	9	0.23%	Increased
43	Axiom Investors Greenwich, Connecticut	$621M	-$73M	1	11.23%	Reduced
44	Russell Investments Group London, United Kingdom	$617M	-$56.6M	5	1.09%	Reduced
45	Franklin Resources San Mateo, California	$571M	+$457K	3	0.23%	Increased
46	Causeway Capital Management Los Angeles, California	$561M	-$39.9M	1	11.03%	Reduced
47	State Street Boston, Massachusetts	$531M	+$36.6M	7	0.03%	Increased
48	Invesco Atlanta, Georgia	$527M	-$8.26M	8	0.14%	Reduced
49	Alkeon Capital Management New York	$506M	+$182M	2	0.75%	Increased
50	Vontobel Asset Management New York	$457M	-$23.7M	1	2.78%	Reduced