← 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	PineStone Asset Management Montreal, Quebec, Canada	$1.59B	+$44.5M	1	10.3%	Increased
27	Northern Trust Chicago, Illinois	$1.54B	-$5.74M	7	0.21%	Reduced
28	American Century Companies Kansas City, Missouri	$1.54B	+$225M	6	0.83%	Increased
29	First Eagle Investment Management New York	$1.52B	+$181M	1	2.98%	Increased
30	Brown Advisory Baltimore, Maryland	$1.51B	+$369M	2	1.98%	Increased
31	Wellington Management Group Boston, Massachusetts	$1.49B	+$257M	5	0.27%	Increased
32	Vanguard Group Malvern, Pennsylvania	$1.32B	+$14.4M	7	0.02%	Increased
33	Royal Bank of Canada Toronto, Ontario, Canada	$1.31B	+$65M	8	0.24%	Increased
34	GQG Partners Ft. Lauderdale, Florida	$1.28B	-$234M	1	1.83%	Reduced
35	Dimensional Fund Advisors Austin, Texas	$1.28B	+$12.4M	7	0.3%	Increased
36	Harding Loevner Bridgewater, New Jersey	$1.27B	-$25.1M	1	8.56%	Reduced
37	Alkeon Capital Management New York	$1.26B	-$109M	1	2.1%	Reduced
38	Barclays London, United Kingdom	$1.23B	+$47.7M	7	0.28%	Increased
39	Lazard Asset Management New York	$1.22B	-$10.5M	6	1.68%	Reduced
40	Ameriprise Minneapolis, Minnesota	$1.2B	+$26.4M	7	0.3%	Increased
41	Jane Street New York	$1.17B	+$19.8M	7	0.23%	Increased
42	Eagle Capital Management (New York) New York	$1.14B	-$20.4M	1	3.76%	Reduced
43	Russell Investments Group London, United Kingdom	$1.12B	+$35.8M	7	1.43%	Increased
44	Tiger Global Management New York	$1.04B	+$62.4M	1	3.04%	Increased
45	HSBC Holdings London, United Kingdom	$988M	+$160M	7	0.59%	Increased
46	Viking Global Investors Stamford, Connecticut	$981M	-$104M	1	2.83%	Reduced
47	Envestnet Asset Management Chicago, Illinois	$931M	+$26.7M	9	0.27%	Increased
48	Wells Fargo San Francisco, California	$923M	-$251M	8	0.19%	Reduced
49	Arrowstreet Capital Boston, Massachusetts	$809M	+$344M	3	0.57%	Increased
50	Invesco Atlanta, Georgia	$795M	-$159M	7	0.14%	Reduced