← 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	RAM RWC Asset Management London, United Kingdom	$115M	+$5.41M	1	3.59%	Increased
127	Balyasny Asset Management Chicago, Illinois	$114M	+$74.7M	4	0.37%	Increased
128	Capital International Inc Los Angeles, California	$112M	+$1.61M	1	1.56%	Increased
129	Farallon Capital Management San Francisco, California	$110M	+$27.9M	2	0.59%	Increased
130	LCP LGT Capital Partners Pfaeffikon, Switzerland	$109M	+$58M	1	3.32%	Increased
131	ESCM Echo Street Capital Management New York	$109M	-$812K	1	0.99%	Reduced
132	Natixis Advisors Boston, Massachusetts	$109M	+$16.4M	3	0.48%	Increased
133	Loomis, Sayles & Company Boston, Massachusetts	$107M	+$483K	1	0.2%	Increased
134	Renaissance Technologies New York	$107M	-$1.65K	8	0.13%	Reduced
135	Mirae Asset Global Investments Seoul, South Korea	$107M	-$11.5M	6	0.27%	Reduced
136	Rafferty Asset Management New York	$106M	-$28M	3	0.97%	Reduced
137	Pendal Group Sydney, Australia	$105M	-$21.9M	1	1.03%	Reduced
138	MIM Meridiem Investment Management London, United Kingdom	$104M	+$15.2M	1	2.87%	Increased
139	RAA RWC Asset Advisors Miami, Florida	$103M	-$3.42M	1	9.89%	Reduced
140	Legal & General Group London, United Kingdom	$101M	-$1.35M	6	0.04%	Reduced
141	Paradigm Capital Management Inc Albany, New York	$100M	-$754K	3	6.79%	Reduced
142	Swedbank Stockholm, Sweden	$99.2M	+$1.05M	1	0.22%	Increased
143	Axa Paris, France	$96.8M	-$9.65M	5	0.36%	Reduced
144	Voloridge Investment Management Jupiter, Florida	$96.6M	+$90.5M	4	0.5%	Increased
145	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$91.7M	+$99.9M	3	0.15%	Increased
146	DekaBank Deutsche Girozentrale Frankfurt, Germany	$91.3M	+$894K	3	0.27%	Increased
147	Mawer Investment Management Calgary, Alberta, Canada	$89.9M	-$20.9M	1	0.51%	Reduced
148	MIS Morningstar Investment Services Chicago, Illinois	$89.6M	-$10.9M	1	1.2%	Reduced
149	Charles Schwab San Francisco, California	$88.7M	-$168K	4	0.03%	Reduced
150	Fuller & Thaler Asset Management San Mateo, California	$88.5M	-$8.75M	2	0.61%	Reduced