← 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	Northern Trust Chicago, Illinois	$1.94B	+$33.4M	6	0.25%	Increased
27	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.91B	-$130M	1	6.17%	Reduced
28	Wellington Management Group Boston, Massachusetts	$1.88B	+$19.8M	5	0.33%	Increased
29	First Eagle Investment Management New York	$1.87B	+$1.98M	2	3.41%	Increased
30	Brown Advisory Baltimore, Maryland	$1.84B	-$16.9M	2	2.39%	Reduced
31	PineStone Asset Management Montreal, Quebec, Canada	$1.83B	-$117M	1	11.38%	Reduced
32	Royal Bank of Canada Toronto, Ontario, Canada	$1.81B	+$170M	8	0.3%	Increased
33	Vanguard Group Malvern, Pennsylvania	$1.73B	+$49.9M	7	0.03%	Increased
34	Dimensional Fund Advisors Austin, Texas	$1.6B	-$7.48M	7	0.34%	Reduced
35	Barclays London, United Kingdom	$1.52B	+$15.8M	7	0.33%	Increased
36	Ameriprise Minneapolis, Minnesota	$1.5B	+$32.4M	7	0.35%	Increased
37	Lazard Asset Management New York	$1.5B	+$16.2M	6	2.02%	Increased
38	Alkeon Capital Management New York	$1.47B	-$73.4M	1	2.16%	Reduced
39	Harding Loevner Bridgewater, New Jersey	$1.44B	-$111M	1	10.57%	Reduced
40	Eagle Capital Management (New York) New York	$1.41B	-$620K	1	4.48%	Reduced
41	Russell Investments Group London, United Kingdom	$1.29B	-$76.5M	7	1.47%	Reduced
42	Tiger Global Management New York	$1.28B	$0	1	3.95%	Maintained
43	Jane Street New York	$1.25B	-$175M	7	0.19%	Reduced
44	ClearBridge Investments New York	$1.22B	+$493M	2	0.92%	Increased
45	Wells Fargo San Francisco, California	$1.16B	+$23.8M	8	0.22%	Increased
46	Envestnet Asset Management Chicago, Illinois	$1.14B	-$3.5M	9	0.33%	Reduced
47	Invesco Atlanta, Georgia	$1.12B	+$119M	7	0.18%	Increased
48	Viking Global Investors Stamford, Connecticut	$1.1B	-$94.1M	1	2.86%	Reduced
49	GQG Partners Ft. Lauderdale, Florida	$976M	-$531M	1	1.5%	Reduced
50	VOYA Investment Management Atlanta, Georgia	$920M	+$16.7M	5	0.92%	Increased