← 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 Suisse Zurich, Switzerland	$81.8M	-$16.3M	6	0.07%	Reduced
102	Cornerstone Investment Partners Atlanta, Georgia	$80.2M	-$24.9K	1	3.37%	Reduced
103	BNP Paribas Asset Management Paris, France	$78M	-$5.57M	1	0.6%	Reduced
104	Amundi Asset Management US Boston, Massachusetts	$74.9M	-$83.7M	1	0.1%	Reduced
105	CI Investments Inc Toronto, Ontario, Canada	$72.2M	+$24M	1	0.54%	Increased
106	Canada Life Winnipeg, Manitoba, Canada	$71.4M	-$10.7M	5	0.17%	Reduced
107	USAA United Services Automobile Association San Antonio, Texas	$71.3M	-$1.75M	3	0.18%	Reduced
108	Miller Howard Investments Kingston, New York	$71.1M	-$2.36M	1	1.72%	Reduced
109	Brown Advisory Baltimore, Maryland	$70.2M	+$51.1M	1	0.2%	Increased
110	Norges Bank Oslo, Norway	$69.1M	$0	3	0.02%	Maintained
111	Intermede Investment Partners London, United Kingdom	$68.3M	+$7.39M	1	5.12%	Increased
112	TD Asset Management Toronto, Ontario, Canada	$67.3M	+$3.18M	3	0.1%	Increased
113	D.E. Shaw & Co New York	$65.3M	-$5.94M	7	0.08%	Reduced
114	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$64.6M	-$6.82M	2	0.23%	Reduced
115	TPI Tesco Pension Investment London, United Kingdom	$64.3M	$0	1	1.59%	Maintained
116	Rockefeller Capital Management New York	$64.1M	+$60.1M	2	0.97%	Increased
117	PHS PFM Health Sciences San Francisco, California	$63.5M	+$59.5M	1	0.93%	New
118	Raymond James & Associates St Petersburg, Florida	$61.6M	+$1.08M	4	0.1%	Increased
119	Barings Charlotte, North Carolina	$60.3M	+$1.47M	1	0.85%	Increased
120	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$59M	+$52.8M	1	21.1%	Increased
121	AEGON Asset Management (UK) Edinburgh, United Kingdom	$58.3M	-$9.64M	1	1.39%	Reduced
122	Pendal Group Sydney, Australia	$55.9M	+$4.97M	1	0.76%	Increased
123	Two Sigma Advisers New York	$55.3M	-$669K	7	0.13%	Reduced
124	Bank of Montreal Toronto, Ontario, Canada	$55.2M	-$1.7M	6	0.04%	Reduced
125	Axa Paris, France	$54.4M	-$459K	4	0.2%	Reduced