← 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	Acadian Asset Management Boston, Massachusetts	$156M	-$10.1M	5	0.71%	Reduced
52	CCMH Cornerstone Capital Management Holdings New York	$154M	+$151M	4	1.21%	Increased
53	LSV Asset Management Chicago, Illinois	$147M	+$1.88M	3	0.26%	Increased
54	Epoch Investment Partners New York	$146M	-$3.97M	1	0.49%	Reduced
55	Allianz Asset Management Munich, Germany	$144M	-$54.4M	5	0.14%	Reduced
56	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$144M	-$131K	6	0.18%	Reduced
57	SEI Investments Oaks, Pennsylvania	$143M	-$23.4M	5	0.57%	Reduced
58	MICM Matthews International Capital Management San Francisco, California	$139M	-$405K	1	6.34%	Reduced
59	New York State Common Retirement Fund Albany, New York	$137M	+$5.9M	6	0.18%	Increased
60	Oaktree Capital Management Los Angeles, California	$134M	+$1.05M	1	2.19%	Increased
61	Fidelity International Hamilton, Bermuda	$131M	-$1.17M	1	0.38%	Reduced
62	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$122M	+$8.62M	1	8.38%	Increased
63	EARNEST Partners Atlanta, Georgia	$119M	+$7.85M	2	1.25%	Increased
64	Carmignac Gestion Paris, France	$118M	-$799K	1	0.96%	Reduced
65	TGA Trilogy Global Advisors Winter Park, Florida	$117M	-$5.29M	1	3.91%	Reduced
66	Ameriprise Minneapolis, Minnesota	$116M	-$5.91M	6	0.06%	Reduced
67	Capital Guardian Trust Los Angeles, California	$112M	-$233M	1	2.06%	Reduced
68	Amundi Asset Management US Boston, Massachusetts	$109M	-$3.14M	1	0.36%	Reduced
69	Credit Suisse Zurich, Switzerland	$108M	+$3.09M	6	0.11%	Increased
70	Morgan Stanley New York	$106M	-$14M	8	0.03%	Reduced
71	Capital Research Global Investors Los Angeles, California	$105M	$0	1	0.03%	Maintained
72	Macquarie Group Sydney, NSW 2000, Australia	$101M	-$3.52M	2	0.18%	Reduced
73	Norges Bank Oslo, Norway	$99.8M	+$24.5M	4	0.04%	Increased
74	Numeric Investors Boston, Massachusetts	$97.6M	-$49.6M	4	0.86%	Reduced
75	Parametric Portfolio Associates Seattle, Washington	$93.5M	-$13M	7	0.11%	Reduced