← 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
Swedbank
Swedbank
Sweden
$488M -$29.8M 2 0.51% Reduced
102
Allspring Global Investments
Allspring Global Investments
North Carolina
$476M -$23M 5 0.8% Reduced
103
Lone Pine Capital
Lone Pine Capital
Connecticut
$470M -$572M 1 3.74% Reduced
104
Allianz Asset Management
Allianz Asset Management
Germany
$463M +$29M 3 0.49% Increased
105
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$462M +$50.4M 1 8.1% Increased
106
Bahl & Gaynor
Bahl & Gaynor
Ohio
$458M +$24.8M 1 2.31% Increased
107
LPU
Lansdowne Partners (UK)
United Kingdom
$451M +$3.58M 1 24.19% Increased
108
Appaloosa LP
Appaloosa LP
New Jersey
$449M +$68M 1 7.56% Increased
109
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$448M +$52.1M 2 1.46% Increased
110
Artisan Partners
Artisan Partners
Wisconsin
$440M +$185M 2 0.71% Increased
111
Optiver Holding
Optiver Holding
Netherlands
$435M +$41.8M 1 0.15% Increased
112
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$433M -$18.7M 2 0.44% Reduced
113
Mirova US
Mirova US
Massachusetts
$433M -$137M 1 4.91% Reduced
114
Comgest Global Investors
Comgest Global Investors
France
$433M -$151M 1 9.44% Reduced
115
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$428M -$31K 3 0.71% Reduced
116
Wasatch Advisors
Wasatch Advisors
Utah
$426M -$72M 2 2.83% Reduced
117
Man Group
Man Group
United Kingdom
$424M +$45.8M 6 0.77% Increased
118
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$422M -$366M 6 0.23% Reduced
119
Clal Insurance
Clal Insurance
Israel
$421M -$3.23M 2 2.53% Reduced
120
Maverick Capital
Maverick Capital
Texas
$418M -$145M 1 4.82% Reduced
121
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$408M -$73.4M 1 6.77% Reduced
122
CIBC World Market
CIBC World Market
Ontario, Canada
$402M -$641K 1 0.66% Reduced
123
Victory Capital Management
Victory Capital Management
Texas
$399M -$158M 5 0.26% Reduced
124
Rafferty Asset Management
Rafferty Asset Management
New York
$399M -$113M 2 1.62% Reduced
125
Magellan Asset Management
Magellan Asset Management
Australia
$398M -$76.8M 1 5.17% Reduced