← 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	$122M	+$6.21M	7	0.04%	Increased
52	Carmignac Gestion Paris, France	$121M	$0	1	1.18%	Maintained
53	Ameriprise Minneapolis, Minnesota	$118M	+$6.18M	6	0.07%	Increased
54	JHC JFB Holdings Corp Atlanta, Georgia	$117M	-$3.85M	1	3.49%	Reduced
55	Janus Henderson Group London,	$114M	-$426K	1	0.93%	Reduced
56	PC Passport Capital San Francisco, California	$113M	+$101M	1	1.84%	New
57	State of New Jersey Common Pension Fund D Trenton, New Jersey	$112M	-$13.6M	2	0.5%	Reduced
58	Amundi Asset Management US Boston, Massachusetts	$106M	-$12M	1	0.4%	Reduced
59	UBS AM Chicago, Illinois	$106M	-$4.85M	6	0.12%	Reduced
60	TGA Trilogy Global Advisors Winter Park, Florida	$103M	-$19.9M	1	2.85%	Reduced
61	Oaktree Capital Management Los Angeles, California	$101M	$0	1	1.82%	Maintained
62	Capital International Investors Los Angeles, California	$91.2M	+$17.2K	1	0.14%	Increased
63	Edge Asset Management Seattle, Washington	$89.7M	+$66.7K	1	0.86%	Increased
64	New York State Common Retirement Fund Albany, New York	$89.7M	+$22.9M	5	0.14%	Increased
65	BlackRock Group London, United Kingdom	$89.1M	-$1.83M	5	0.05%	Reduced
66	AllianceBernstein Nashville, Tennessee	$88.4M	-$45.3K	4	0.08%	Reduced
67	USAA United Services Automobile Association San Antonio, Texas	$86.7M	-$1.89M	2	0.31%	Reduced
68	UBS Group Zurich, Switzerland	$84.1M	-$9.33M	8	0.06%	Reduced
69	WBC Westpac Banking Corp Sydney, Australia	$83.6M	+$9.12M	1	0.91%	Increased
70	LSV Asset Management Chicago, Illinois	$83.2M	-$747K	4	0.17%	Reduced
71	Royce & Associates New York	$82.9M	+$8.67M	3	0.52%	Increased
72	Driehaus Capital Management Chicago, Illinois	$82.8M	-$9.46M	1	2.68%	Reduced
73	EARNEST Partners Atlanta, Georgia	$79.1M	+$2.6M	2	0.83%	Increased
74	Parametric Portfolio Associates Seattle, Washington	$77.5M	+$14M	6	0.13%	Increased
75	Charles Schwab San Francisco, California	$77.2M	+$1.14M	5	0.1%	Increased