← 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	D.E. Shaw & Co New York	$65.3M	-$5.66M	7	0.12%	Reduced
102	Janus Henderson Investors US Denver, Colorado	$65.3M	+$32.4M	2	0.05%	Increased
103	Principal Financial Group Des Moines, Iowa	$62.7M	-$3.19M	5	0.08%	Reduced
104	Baupost Group Boston, Massachusetts	$62.3M	$0	1	0.73%	Maintained
105	SCCM Schafer Cullen Capital Management New York	$61.6M	+$37.4M	2	0.79%	Increased
106	Capital International Los Angeles, California	$61.1M	+$200K	1	3.98%	Increased
107	Artisan Partners Milwaukee, Wisconsin	$60.9M	-$1.65M	1	0.12%	Reduced
108	Two Sigma Investments New York	$59.5M	-$41.1M	7	0.2%	Reduced
109	Raymond James & Associates St Petersburg, Florida	$58.5M	-$6.72M	3	0.14%	Reduced
110	Geode Capital Management Boston, Massachusetts	$58M	+$6.54M	8	0.02%	Increased
111	DekaBank Deutsche Girozentrale Frankfurt, Germany	$57.7M	+$45.8M	1	0.53%	Increased
112	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$57.2M	+$26.1M	2	1.18%	Increased
113	DCM Dupont Capital Management Wilmington, Delaware	$56.7M	-$9.29M	2	1.26%	Reduced
114	Sands Capital Management Arlington, Virginia	$55.2M	+$2.88M	1	0.17%	Increased
115	American Century Companies Kansas City, Missouri	$54.6M	+$2.75M	5	0.06%	Increased
116	Hosking Partners London, United Kingdom	$54.5M	+$4.7M	1	1.51%	Increased
117	Natixis Advisors Boston, Massachusetts	$54.3M	+$7.2M	2	0.6%	Increased
118	OAM Origin Asset Management London, United Kingdom	$54.1M	-$5.09M	2	3.37%	Reduced
119	BAM Baring Asset Management London, United Kingdom	$52.7M	-$671K	1	3.68%	Reduced
120	Neuberger Berman Group New York	$52.5M	+$5.82M	3	0.07%	Increased
121	Pictet Asset Management (UK) London, United Kingdom	$51.3M	+$8.14M	1	0.17%	Increased
122	DCM Daruma Capital Management New York	$49.3M	+$12.6M	1	2.87%	Increased
123	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$49.3M	+$41.9M	1	30.41%	Increased
124	TPI Tesco Pension Investment London, United Kingdom	$47.8M	$0	1	1.58%	Maintained
125	Intermede Investment Partners London, United Kingdom	$47.1M	+$8.11M	1	4.92%	Increased