← 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	Aberdeen Group Edinburgh, United Kingdom	$165M	-$28.3M	1	0.39%	Reduced
52	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$157M	+$31.4M	3	1.25%	Increased
53	Allianz Asset Management Munich, Germany	$151M	-$10.5M	2	0.16%	Reduced
54	Parametric Portfolio Associates Seattle, Washington	$150M	+$10.4M	7	0.15%	Increased
55	CCM Cantillon Capital Management New York	$147M	+$1.14M	1	1.78%	Increased
56	Janus Henderson Group London,	$146M	-$94.8M	2	0.09%	Reduced
57	Oaktree Capital Management Los Angeles, California	$142M	+$8.48M	1	2.58%	Increased
58	LSV Asset Management Chicago, Illinois	$142M	+$3.86M	4	0.25%	Increased
59	AustralianSuper Melbourne, Australia	$129M	+$13.4M	1	2.01%	Increased
60	BAMCO Inc New York	$127M	+$29.3M	1	0.64%	Increased
61	Fidelity International Hamilton, Bermuda	$126M	+$18.3M	1	0.22%	Increased
62	State of New Jersey Common Pension Fund D Trenton, New Jersey	$122M	+$3.84M	3	0.52%	Increased
63	NC Northcape Capital Sydney, Australia	$118M	+$22.5M	1	28.11%	Increased
64	Sands Capital Management Arlington, Virginia	$115M	+$12.3M	1	0.41%	Increased
65	Harris Associates Chicago, Illinois	$108M	+$90.3M	1	0.22%	Increased
66	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$107M	+$11.6M	3	0.14%	Increased
67	Driehaus Capital Management Chicago, Illinois	$103M	-$2.35M	1	4.41%	Reduced
68	AllianceBernstein Nashville, Tennessee	$103M	+$23.1M	5	0.08%	Increased
69	NMC Nine Masts Capital Central, Hong Kong	$101M	+$101M	1	16.03%	Increased
70	New York State Common Retirement Fund Albany, New York	$99.5M	-$18.7M	7	0.14%	Reduced
71	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$99.5M	-$725K	2	2.88%	Reduced
72	Asset Management One Tokyo, Japan	$98.3M	+$1.66M	1	0.23%	Increased
73	Comgest Global Investors Paris, France	$97.9M	-$2.16M	1	2.42%	Reduced
74	Neuberger Berman Group New York	$96.5M	-$7.39M	3	0.13%	Reduced
75	MICM Matthews International Capital Management San Francisco, California	$95.9M	-$11.1M	1	5.87%	Reduced