← 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	DZ Bank Frankfurt Am Main, Germany	$208M	+$107M	1	0.15%	Increased
102	Jane Street New York	$203M	-$4.75M	6	0.07%	Reduced
103	UBS AM Chicago, Illinois	$200M	+$1.45M	5	0.08%	Increased
104	Thornburg Investment Management Santa Fe, New Mexico	$197M	+$20.7M	1	2.31%	Increased
105	Bank of Montreal Toronto, Ontario, Canada	$192M	+$33.1M	6	0.1%	Increased
106	Mondrian Investment Partners London, United Kingdom	$189M	-$68M	3	3.74%	Reduced
107	Axa Paris, France	$187M	+$5.46M	5	0.48%	Increased
108	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$184M	-$9.38M	2	1.77%	Reduced
109	Rafferty Asset Management New York	$182M	+$84.7M	3	0.96%	Increased
110	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$180M	+$121M	3	0.87%	Increased
111	Mawer Investment Management Calgary, Alberta, Canada	$176M	-$6.13M	1	0.79%	Reduced
112	Neuberger Berman Group New York	$170M	-$8.35M	4	0.13%	Reduced
113	First Trust Advisors Wheaton, Illinois	$169M	+$3.45M	6	0.16%	Increased
114	Loomis, Sayles & Company Boston, Massachusetts	$168M	-$3.27M	1	0.2%	Reduced
115	LPU Lansdowne Partners (UK) London, United Kingdom	$165M	+$232K	1	9.99%	Increased
116	Clear Street New York	$164M	+$159M	1	4.5%	New
117	ESCM Echo Street Capital Management New York	$164M	+$3.59M	1	1.1%	Increased
118	Natixis Advisors Boston, Massachusetts	$163M	+$17.3M	3	0.62%	Increased
119	Bessemer Group Woodbridge, New Jersey	$162M	+$14.1M	1	0.33%	Increased
120	Pendal Group Sydney, Australia	$162M	+$494M	1	1.29%	Increased
121	Capital International Inc Los Angeles, California	$158M	-$1.85M	1	1.47%	Reduced
122	OAM Origin Asset Management London, United Kingdom	$148M	$0	2	34.86%	Maintained
123	Swedbank Stockholm, Sweden	$145M	-$234K	1	0.24%	Reduced
124	Paradigm Capital Management Inc Albany, New York	$145M	-$186K	3	6.46%	Reduced
125	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$142M	+$30.2M	5	0.09%	Increased