← 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
LMR Partners
LMR Partners
United Kingdom
$356M +$32.4M 2 5.97% Increased
52
Invesco
Invesco
Georgia
$322M -$54.9M 6 0.1% Reduced
53
Alkeon Capital Management
Alkeon Capital Management
New York
$321M -$11.5M 1 0.86% Reduced
54
BAMCO Inc
BAMCO Inc
New York
$320M -$57.3M 1 1.03% Reduced
55
Driehaus Capital Management
Driehaus Capital Management
Illinois
$310M -$4.83M 1 5.03% Reduced
56
Nuveen
Nuveen
North Carolina
$307M -$11.6M 5 0.12% Reduced
57
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$307M +$203M 1 7.68% Increased
58
Vontobel Asset Management
Vontobel Asset Management
New York
$300M +$37.8M 1 2.19% Increased
59
Wells Fargo
Wells Fargo
California
$298M -$93.4M 8 0.09% Reduced
60
AllianceBernstein
AllianceBernstein
Tennessee
$296M +$18M 6 0.14% Increased
61
MC
Martin Currie
United Kingdom
$296M +$4.11M 1 11.46% Increased
62
American Century Companies
American Century Companies
Missouri
$283M +$19M 5 0.23% Increased
63
Marshall Wace
Marshall Wace
United Kingdom
$282M +$271M 7 0.58% Increased
64
Causeway Capital Management
Causeway Capital Management
California
$279M -$21.3M 1 6.96% Reduced
65
Ninety One (UK)
Ninety One (UK)
United Kingdom
$276M +$7.77M 1 0.82% Increased
66
CCM
Cantillon Capital Management
New York
$274M -$1.67M 1 2.29% Reduced
67
TD Asset Management
TD Asset Management
Ontario, Canada
$273M -$52.2M 3 0.32% Reduced
68
Fidelity International
Fidelity International
Bermuda
$266M -$44.3M 1 0.32% Reduced
69
SEI Investments
SEI Investments
Pennsylvania
$261M +$35.5M 7 0.56% Increased
70
Principal Financial Group
Principal Financial Group
Iowa
$252M -$13.5M 6 0.19% Reduced
71
Royal London Asset Management
Royal London Asset Management
United Kingdom
$239M +$34.7M 1 1.1% Increased
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$237M +$81.3M 5 1.29% Increased
73
Allianz Asset Management
Allianz Asset Management
Germany
$236M -$7.26M 6 0.22% Reduced
74
Geode Capital Management
Geode Capital Management
Massachusetts
$236M +$74.4K 7 0.03% Increased
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$234M -$13.6M 1 1.04% Reduced
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