← 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	Scout Investments Kansas City, Missouri	$109M	-$11.4M	1	1.26%	Reduced
52	Norges Bank Oslo, Norway	$108M	+$50.3M	4	0.03%	Increased
53	Starboard Value New York	$105M	$0	1	4.11%	Maintained
54	TD Asset Management Toronto, Ontario, Canada	$102M	+$33.4M	2	0.17%	Increased
55	Frontier Capital Management Boston, Massachusetts	$99M	+$1.49M	2	0.73%	Increased
56	American Century Companies Kansas City, Missouri	$96.8M	-$16.2M	3	0.11%	Reduced
57	Credit Suisse Zurich, Switzerland	$96.7M	-$23.9M	7	0.08%	Reduced
58	LSV Asset Management Chicago, Illinois	$94.8M	+$1.42M	3	0.21%	Increased
59	BlackRock Group London, United Kingdom	$92M	+$6.13M	5	0.05%	Increased
60	Axiom Investors Greenwich, Connecticut	$90.8M	+$5.61M	1	2.14%	Increased
61	USAA United Services Automobile Association San Antonio, Texas	$90.2M	+$2.73M	1	0.33%	Increased
62	Seizert Capital Partners Birmingham, Michigan	$89.9M	+$6.03M	3	1.79%	Increased
63	Epoch Investment Partners New York	$88.9M	+$85.6M	1	0.35%	New
64	Vontobel Asset Management New York	$87.9M	+$253K	1	0.89%	Increased
65	JHC JFB Holdings Corp Atlanta, Georgia	$87.3M	+$4.16M	1	2.37%	Increased
66	Ninety One (UK) London, United Kingdom	$85.4M	-$2.1M	2	0.5%	Reduced
67	ING Group Amsterdam, Netherlands	$80.2M	-$12.6M	1	0.41%	Reduced
68	California Public Employees Retirement System Sacramento, California	$80.1M	+$12.1M	7	0.11%	Increased
69	Baupost Group Boston, Massachusetts	$79.2M	$0	1	1.29%	Maintained
70	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$77.9M	$0	2	0.27%	Maintained
71	SEI Trust Company Oaks, Pennsylvania	$75.4M	-$15.8M	5	0.73%	Reduced
72	AC Amici Capital New York	$72.2M	-$30.4M	1	2.28%	Reduced
73	Royal Bank of Canada Toronto, Ontario, Canada	$71.7M	+$14M	5	0.05%	Increased
74	Royce & Associates New York	$71.6M	-$509K	3	0.21%	Reduced
75	Oaktree Capital Management Los Angeles, California	$69.3M	+$10.4M	1	1.21%	Increased