← 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
126
Select Equity Group
Select Equity Group
New York
$94.3M -$31.5M 1 0.46% Reduced
127
Royal London Asset Management
Royal London Asset Management
United Kingdom
$91.3M +$35M 1 0.55% Increased
128
Cambiar Investors
Cambiar Investors
Colorado
$90.1M -$27.8M 1 4.1% Reduced
129
Geode Capital Management
Geode Capital Management
Massachusetts
$89.1M -$684K 7 0.02% Reduced
130
Jane Street
Jane Street
New York
$87.9M +$77.3M 7 0.05% Increased
131
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$83.5M +$4.71M 1 1.69% Increased
132
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$83.4M -$21.6M 1 1.1% Reduced
133
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$80.4M +$31M 1 0.4% Increased
134
Barings
Barings
North Carolina
$78M +$2.84M 1 1.79% Increased
135
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.6M +$20.4M 6 0.08% Increased
136
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$77.1M +$57.1M 1 0.24% Increased
137
Munro Partners
Munro Partners
Australia
$77.1M +$2.46M 1 5.03% Increased
138
LSV Asset Management
LSV Asset Management
Illinois
$75.1M +$1.69M 3 0.15% Increased
139
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$75M -$14.2M 2 0.55% Reduced
140
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$74.7M +$66.1K 3 0.17% Increased
141
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$73.9M +$4.67M 2 0.65% Increased
142
Candriam SCA
Candriam SCA
Luxembourg
$73.2M -$16.4M 2 0.69% Reduced
143
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$68.3M -$3.28M 5 0.36% Reduced
144
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$66.6M +$2.75M 2 0.07% Increased
145
C WorldWide Group
C WorldWide Group
Denmark
$65.6M -$27.3M 1 0.74% Reduced
146
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$65.5M -$25.4M 3 0.47% Reduced
147
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$65M -$7.89M 3 4.56% Reduced
148
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$64.7M +$8.51M 1 0.82% Increased
149
Stifel Financial
Stifel Financial
Missouri
$63.8M +$934K 1 0.13% Increased
150
DnB Asset Management
DnB Asset Management
Norway
$57.8M +$3.51M 1 0.61% Increased