← 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
101	Credit Agricole Montrouge Cedex, France	$49.3M	-$10M	1	0.22%	Reduced
102	CI Investments Inc Toronto, Ontario, Canada	$47M	+$4.17M	1	0.49%	Increased
103	Millennium Management New York	$45.9M	-$7.62M	7	0.09%	Reduced
104	MC Martin Currie Edinburgh, United Kingdom	$44.9M	-$1.14M	1	4.01%	Reduced
105	Waddell & Reed Financial Overland Park, Kansas	$43.7M	-$1.38M	1	0.06%	Reduced
106	RCMC Rubric Capital Management (Connecticut) Stamford, Connecticut	$43.7M	+$41.9M	1	2.76%	New
107	SEI Investments Oaks, Pennsylvania	$43.5M	+$4.58M	6	0.38%	Increased
108	Gotham Asset Management New York	$43.4M	+$1.88M	1	0.33%	Increased
109	Envestnet Asset Management Chicago, Illinois	$43M	+$37.4M	3	0.22%	Increased
110	AC Amici Capital New York	$42.7M	+$1.22M	1	1.53%	Increased
111	D.E. Shaw & Co New York	$41.7M	+$802K	6	0.06%	Increased
112	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$40.7M	-$29.5M	2	0.15%	Reduced
113	SRFM Shannon River Fund Management New York	$38.4M	-$3.44M	1	4.41%	Reduced
114	BAM Baring Asset Management London, United Kingdom	$38M	-$21.1M	1	3%	Reduced
115	Teachers Advisors New York	$35.6M	+$16.6M	4	0.07%	Increased
116	AEGON Asset Management (UK) Edinburgh, United Kingdom	$35M	+$6.58M	1	0.92%	Increased
117	AG Ashmore Group London, United Kingdom	$34.9M	+$2.08M	1	7.1%	Increased
118	GC GW Capital Bellevue, Washington	$34.5M	-$1.22M	1	1.59%	Reduced
119	Soros Fund Management New York	$33.9M	$0	1	0.33%	Maintained
120	Geode Capital Management Boston, Massachusetts	$33M	+$4.2M	6	0.02%	Increased
121	Two Sigma Investments New York	$33M	+$3.77M	7	0.15%	Increased
122	Thompson Siegel & Walmsley Richmond, Virginia	$32.4M	-$1.16M	2	0.56%	Reduced
123	Citigroup New York	$32.3M	-$762K	8	0.03%	Reduced
124	Fidelity International Hamilton, Bermuda	$32.2M	+$141K	1	0.1%	Increased
125	New York State Common Retirement Fund Albany, New York	$31.5M	+$2.43M	5	0.05%	Increased