← 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	Nomura Holdings Tokyo, Japan	$557M	+$135M	3	0.86%	Increased
77	Point72 Asset Management Stamford, Connecticut	$557M	+$110M	4	0.93%	Increased
78	SoftBank Group Tokyo, Japan	$554M	$0	1	2.13%	Maintained
79	Vontobel Holding Zurich, Switzerland	$548M	-$27.4M	2	1.65%	Reduced
80	Capital Research Global Investors Los Angeles, California	$540M	+$14.7M	1	0.1%	Increased
81	Royal London Asset Management United Kingdom	$530M	-$75.7M	1	1.14%	Reduced
82	LPL Financial San Diego, California	$530M	+$52.3M	7	0.15%	Increased
83	Menora Mivtachim Holdings Ramat Gan, Israel	$527M	+$44.6M	2	2.67%	Increased
84	Ruane, Cunniff & Goldfarb New York	$526M	-$8.79M	1	8.71%	Reduced
85	Soroban Capital Partners New York	$515M	$0	1	3.88%	Maintained
86	Amundi Paris, France	$509M	-$68.9M	7	0.16%	Reduced
87	Mirova US Boston, Massachusetts	$484M	-$15.8M	1	4.89%	Reduced
88	Legal & General Group London, United Kingdom	$473M	+$11.3K	7	0.11%	Increased
89	Geode Capital Management Boston, Massachusetts	$468M	+$1.16M	7	0.03%	Increased
90	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$464M	-$9.05M	3	5%	Reduced
91	Alphinity Investment Management Sydney, Australia	$454M	-$223M	1	4.43%	Reduced
92	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$447M	+$196M	2	4.02%	Increased
93	AMF Tjänstepension Stockholm, Sweden	$447M	-$52.7M	2	2.83%	Reduced
94	Renaissance Technologies New York	$445M	+$119M	7	0.59%	Increased
95	Baillie Gifford & Co Edinburgh, United Kingdom	$437M	-$171M	1	0.32%	Reduced
96	Wasatch Advisors Salt Lake City, Utah	$434M	+$42.3M	2	2.33%	Increased
97	New York State Common Retirement Fund Albany, New York	$433M	+$48.6M	6	0.56%	Increased
98	Swedbank Stockholm, Sweden	$428M	-$33.1M	2	0.43%	Reduced
99	Allspring Global Investments Charlotte, North Carolina	$426M	-$93.1M	5	0.68%	Reduced
100	HSBC Holdings London, United Kingdom	$421M	-$691M	5	0.23%	Reduced