← 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
51	Goldman Sachs New York	$104M	+$28.9M	6	0.03%	Increased
52	EARNEST Partners Atlanta, Georgia	$103M	-$12.1M	1	0.83%	Reduced
53	Bank of America Charlotte, North Carolina	$101M	+$10.2M	8	0.04%	Increased
54	Frontier Capital Management Boston, Massachusetts	$100M	-$1.55M	2	0.72%	Reduced
55	Fiera Capital (Canada) Montreal, Quebec, Canada	$94.9M	+$3.14M	1	0.72%	Increased
56	AQR Capital Management Greenwich, Connecticut	$91.8M	+$16.5M	3	0.28%	Increased
57	Seizert Capital Partners Birmingham, Michigan	$88.6M	-$884K	3	2.07%	Reduced
58	ING Group Amsterdam, Netherlands	$87.4M	-$26.8M	1	0.46%	Reduced
59	AllianceBernstein Nashville, Tennessee	$84.3M	+$8.57M	7	0.07%	Increased
60	SEI Trust Company Oaks, Pennsylvania	$83.9M	+$23M	5	0.84%	Increased
61	Vontobel Asset Management New York	$82.6M	-$131M	1	0.96%	Reduced
62	Ninety One (UK) London, United Kingdom	$81.9M	-$4.27M	2	0.55%	Reduced
63	USAA United Services Automobile Association San Antonio, Texas	$81.7M	+$3.28M	1	0.32%	Increased
64	BlackRock Group London, United Kingdom	$79.9M	-$178K	5	0.05%	Reduced
65	Axiom Investors Greenwich, Connecticut	$79.6M	+$2.89M	1	1.9%	Increased
66	GP GLG Partners London, United Kingdom	$79M	+$67.8M	1	1.55%	Increased
67	JHC JFB Holdings Corp Atlanta, Georgia	$77.7M	+$7.63M	1	2.43%	Increased
68	HP Holowesko Partners Nassau, Bahamas	$75.5M	+$8.54M	2	4.41%	Increased
69	BII Baring International Investment London, United Kingdom	$74.5M	-$19.3M	1	4.38%	Reduced
70	Hermes Investment Management London Uk, United Kingdom	$74M	+$11.1M	1	2.33%	Increased
71	Baupost Group Boston, Massachusetts	$72.4M	$0	1	1.75%	Maintained
72	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$72.2M	-$2.82M	2	0.29%	Reduced
73	Royce & Associates New York	$69.5M	+$2.67M	3	0.21%	Increased
74	Credit Agricole Montrouge Cedex, France	$66.4M	-$11.8M	1	0.27%	Reduced
75	UBS O'Connor Chicago, Illinois	$64M	-$4.83M	1	1.21%	Reduced