← 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
76	Pendal Group Sydney, Australia	$90.3M	+$89.2M	2	1.31%	New
77	MC Martin Currie Edinburgh, United Kingdom	$89M	+$6.51M	1	7.13%	Increased
78	Royce & Associates New York	$88.5M	+$6.03M	3	0.59%	Increased
79	CFM Coronation Fund Managers Cape Town, South Africa	$85.2M	-$6.8M	1	2.62%	Reduced
80	CI Investments Inc Toronto, Ontario, Canada	$84.2M	-$1.91M	1	0.91%	Reduced
81	Neuberger Berman Group New York	$84.1M	+$28.1M	3	0.11%	Increased
82	Aperio Group Sausalito, California	$81.4M	+$4.68M	5	0.5%	Increased
83	AllianceBernstein Nashville, Tennessee	$78.9M	-$8.59M	6	0.06%	Reduced
84	Canada Life Winnipeg, Manitoba, Canada	$77.5M	-$6.97M	5	0.21%	Reduced
85	TD Asset Management Toronto, Ontario, Canada	$76.7M	-$882K	1	0.12%	Reduced
86	USAA United Services Automobile Association San Antonio, Texas	$76.4M	-$2.95M	3	0.23%	Reduced
87	Frontier Capital Management Boston, Massachusetts	$76M	+$5.86M	1	0.55%	Increased
88	Driehaus Capital Management Chicago, Illinois	$75.7M	+$2.48M	1	2.78%	Increased
89	Equity Investment Corp Atlanta, Georgia	$75.3M	-$5.12M	1	2.57%	Reduced
90	Saturna Capital Bellingham, Washington	$74.8M	-$91.4K	1	2.48%	Reduced
91	C WorldWide Group Copenhagen, Denmark	$74.5M	+$3.44M	1	1.13%	Increased
92	BAMCO Inc New York	$74.2M	-$156K	1	0.38%	Reduced
93	JSP Jackson Square Partners Larkspur, California	$72.6M	-$17.2M	1	0.37%	Reduced
94	SCCM Schafer Cullen Capital Management New York	$72.4M	+$11.2M	2	0.9%	Increased
95	NC Northcape Capital Sydney, Australia	$72M	-$7.17M	1	21.32%	Reduced
96	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$70.5M	+$21M	2	1.45%	Increased
97	Baupost Group Boston, Massachusetts	$69.4M	$0	1	0.79%	Maintained
98	Miller Howard Investments Kingston, New York	$69.1M	-$2.01M	1	1.38%	Reduced
99	NMC Nine Masts Capital Central, Hong Kong	$68.2M	+$40.4M	2	8.12%	Increased
100	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$68M	-$4.15M	2	0.13%	Reduced