← 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	TC Tairen Capital Hong Kong	$93.5M	+$35.9M	1	14.38%	Increased
102	D.E. Shaw & Co New York	$93.1M	+$2.74M	7	0.11%	Increased
103	Hosking Partners London, United Kingdom	$91.9M	-$3.19M	1	2.23%	Reduced
104	TD Asset Management Toronto, Ontario, Canada	$91.2M	+$7.68M	2	0.13%	Increased
105	ClearBridge Investments New York	$90.2M	+$5.97M	1	0.07%	Increased
106	EARNEST Partners Atlanta, Georgia	$90.1M	-$2.66M	2	0.71%	Reduced
107	Natixis Paris, France	$89.2M	+$81.8M	1	0.55%	New
108	Eaton Vance Management Boston, Massachusetts	$89.1M	-$10.3M	1	0.17%	Reduced
109	Citigroup New York	$87.2M	+$23.5M	7	0.06%	Increased
110	Candriam SCA Strassen, Luxembourg, Luxembourg	$84.6M	+$9.21M	2	0.91%	Increased
111	Capital Research Global Investors Los Angeles, California	$83.9M	-$141M	1	0.03%	Reduced
112	Raymond James & Associates St Petersburg, Florida	$83.5M	-$3.34M	3	0.11%	Reduced
113	Cornerstone Investment Partners Atlanta, Georgia	$80.1M	-$25.4M	3	3.81%	Reduced
114	Hood River Capital Management Palm Beach Gardens, Florida	$80.1M	+$52.1M	3	3.46%	Increased
115	Natixis Advisors Boston, Massachusetts	$79.8M	+$5.99M	2	0.56%	Increased
116	Susquehanna International Group Bala Cynwyd, Pennsylvania	$78.2M	+$47M	4	0.02%	Increased
117	Epoch Investment Partners New York	$78M	-$17M	1	0.34%	Reduced
118	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$76.2M	-$86.6M	4	0.51%	Reduced
119	RAM RWC Asset Management London, United Kingdom	$74.7M	+$496K	1	3.02%	Increased
120	KCMH Keywise Capital Management (HK) Hong Kong	$72.9M	+$66.5M	1	24.15%	New
121	Miller Howard Investments Kingston, New York	$71M	-$2.63M	1	2.23%	Reduced
122	BNP Paribas Asset Management Paris, France	$69.3M	-$9.36M	1	0.47%	Reduced
123	SCCM Schafer Cullen Capital Management New York	$68.2M	-$4.31M	2	0.8%	Reduced
124	Norges Bank Oslo, Norway	$67.8M	-$1.94M	3	0.02%	Reduced
125	CAM ClariVest Asset Management San Diego, California	$66.4M	-$12.9M	2	1.52%	Reduced