← 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
Citigroup
Citigroup
New York
$405M +$67.6M 8 0.24% Increased
52
Brown Advisory
Brown Advisory
Maryland
$402M -$3.39M 2 0.59% Reduced
53
Nuveen
Nuveen
North Carolina
$399M -$2.97M 6 0.12% Reduced
54
Fidelity International
Fidelity International
Bermuda
$397M +$26.4M 1 0.44% Increased
55
BAMCO Inc
BAMCO Inc
New York
$396M +$66M 1 0.9% Increased
56
Driehaus Capital Management
Driehaus Capital Management
Illinois
$395M +$13.6M 2 4.68% Increased
57
Ninety One (UK)
Ninety One (UK)
United Kingdom
$394M -$4.58M 1 1.01% Reduced
58
CCM
Cantillon Capital Management
New York
$393M -$6.84M 1 2.68% Reduced
59
MC
Martin Currie
United Kingdom
$389M +$58.7M 1 11.91% Increased
60
Renaissance Technologies
Renaissance Technologies
New York
$372M +$63.5M 8 0.48% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$370M +$1.14M 7 0.39% Increased
62
Comgest Global Investors
Comgest Global Investors
France
$368M -$8.8M 1 4.82% Reduced
63
Principal Financial Group
Principal Financial Group
Iowa
$362M -$14.2M 6 0.24% Reduced
64
Royal London Asset Management
Royal London Asset Management
United Kingdom
$355M +$30.1M 1 1.44% Increased
65
Vontobel Asset Management
Vontobel Asset Management
New York
$355M -$122M 1 2% Reduced
66
Allianz Asset Management
Allianz Asset Management
Germany
$354M -$12.9M 6 0.27% Reduced
67
TD Asset Management
TD Asset Management
Ontario, Canada
$347M +$5.19M 3 0.36% Increased
68
Aberdeen Group
Aberdeen Group
United Kingdom
$342M +$6.07M 3 0.77% Increased
69
Alkeon Capital Management
Alkeon Capital Management
New York
$341M -$47.9M 1 0.58% Reduced
70
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$330M +$2.49M 7 1.02% Increased
71
Credit Suisse
Credit Suisse
Switzerland
$320M +$2.44M 8 0.18% Increased
72
SEI Investments
SEI Investments
Pennsylvania
$316M -$14.6M 7 0.66% Reduced
73
Capital Group Private Client Services
Capital Group Private Client Services
California
$294M +$310M 2 3.42% New
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$290M +$9.43M 8 0.16% Increased
75
CI Investments Inc
CI Investments Inc
Ontario, Canada
$284M +$45M 4 1.06% Increased
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