← 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	SEI Investments Oaks, Pennsylvania	$196M	-$1.33M	6	0.75%	Reduced
52	Sarasin & Partners London, United Kingdom	$193M	+$6.04M	1	3.78%	Increased
53	CCM Cantillon Capital Management New York	$190M	+$74M	1	2.16%	Increased
54	LSV Asset Management Chicago, Illinois	$186M	+$5.38M	3	0.3%	Increased
55	Fidelity International Hamilton, Bermuda	$178M	+$25.7M	1	0.49%	Increased
56	Principal Financial Group Des Moines, Iowa	$170M	-$8.24M	5	0.16%	Reduced
57	Parametric Portfolio Associates Seattle, Washington	$166M	+$19.1M	7	0.16%	Increased
58	Renaissance Technologies New York	$156M	-$12.2M	8	0.17%	Reduced
59	New York State Common Retirement Fund Albany, New York	$150M	-$171K	6	0.19%	Reduced
60	Driehaus Capital Management Chicago, Illinois	$144M	+$37.1M	1	5.1%	Increased
61	Ameriprise Minneapolis, Minnesota	$140M	+$4.08M	6	0.06%	Increased
62	Neuberger Berman Group New York	$137M	+$16.2M	3	0.16%	Increased
63	D.E. Shaw & Co New York	$133M	+$35.7M	7	0.18%	Increased
64	Amundi Asset Management US Boston, Massachusetts	$129M	+$12.6M	1	0.21%	Increased
65	Bank of Montreal Toronto, Ontario, Canada	$128M	+$74.4M	6	0.11%	Increased
66	Oaktree Capital Management Los Angeles, California	$127M	-$28.8M	1	2.02%	Reduced
67	MICM Matthews International Capital Management San Francisco, California	$127M	-$20.6M	1	5.74%	Reduced
68	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$124M	-$61M	1	7.37%	Reduced
69	Royce & Associates New York	$124M	+$2.42M	3	0.87%	Increased
70	Allianz Asset Management Munich, Germany	$122M	-$19.8M	5	0.12%	Reduced
71	SCCM Schafer Cullen Capital Management New York	$122M	+$847K	2	1.47%	Increased
72	Acadian Asset Management Boston, Massachusetts	$121M	-$3.27M	5	0.53%	Reduced
73	BAMCO Inc New York	$116M	+$3.81M	1	0.53%	Increased
74	Aperio Group Sausalito, California	$115M	+$5.41M	5	0.57%	Increased
75	Epoch Investment Partners New York	$112M	-$5.86M	1	0.4%	Reduced