← 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	Cornerstone Investment Partners Atlanta, Georgia	$64.8M	-$2.26M	1	3.17%	Reduced
102	Two Sigma Investments New York	$64.7M	-$16.2M	7	0.25%	Reduced
103	Hosking Partners London, United Kingdom	$64.3M	-$4.49M	1	1.83%	Reduced
104	Man Group London, United Kingdom	$64M	-$17.9M	3	0.28%	Reduced
105	BNP Paribas Asset Management Paris, France	$63.4M	-$2.26M	1	0.58%	Reduced
106	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$63.2M	-$17M	1	0.07%	Reduced
107	Nikko Asset Management Americas New York	$62.8M	-$17.5M	1	2.17%	Reduced
108	Canada Life Winnipeg, Manitoba, Canada	$61.1M	+$3.12M	5	0.17%	Increased
109	CFM Coronation Fund Managers Cape Town, South Africa	$60.3M	-$47.6M	1	2.89%	Reduced
110	Intermede Investment Partners London, United Kingdom	$60.1M	+$3.12M	1	4.81%	Increased
111	Credit Suisse Zurich, Switzerland	$59.3M	-$9.73M	5	0.06%	Reduced
112	Miller Howard Investments Kingston, New York	$56.8M	-$2.63M	1	1.66%	Reduced
113	TD Asset Management Toronto, Ontario, Canada	$56.3M	+$8.93K	3	0.1%	Increased
114	SCCM Schafer Cullen Capital Management New York	$55.2M	-$17.8M	2	0.85%	Reduced
115	CI Investments Inc Toronto, Ontario, Canada	$54.6M	-$5.99M	1	0.35%	Reduced
116	TPI Tesco Pension Investment London, United Kingdom	$53.7M	$0	1	1.6%	Maintained
117	USAA United Services Automobile Association San Antonio, Texas	$53.3M	-$6.53M	3	0.15%	Reduced
118	Raymond James & Associates St Petersburg, Florida	$52.5M	+$162K	4	0.09%	Increased
119	Barings Charlotte, North Carolina	$50.4M	$0	1	0.89%	Maintained
120	First Trust Advisors Wheaton, Illinois	$50.2M	+$6.06M	3	0.12%	Increased
121	American Century Companies Kansas City, Missouri	$48.4M	+$8.37M	3	0.06%	Increased
122	Railway Pension Investments London, United Kingdom	$47.8M	+$49.3M	1	0.95%	New
123	Barclays London, United Kingdom	$46.1M	+$3.65M	7	0.04%	Increased
124	Natixis Advisors Boston, Massachusetts	$43.2M	-$1.37M	2	0.43%	Reduced
125	Geode Capital Management Boston, Massachusetts	$42.6M	+$1.38M	7	0.01%	Increased