← 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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$207M -$10.6M 2 1.03% Reduced
127
CPIH
Consolidated Press International Holdings
Australia
$207M $0 1 26.05% Maintained
128
Victory Capital Management
Victory Capital Management
Texas
$203M +$129K 7 0.2% Increased
129
Axa
Axa
France
$201M -$2.16M 3 0.6% Reduced
130
Geneva Capital Management
Geneva Capital Management
Wisconsin
$201M -$32.5M 1 3.66% Reduced
131
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$200M +$14.3M 1 7.16% Increased
132
Voyager Global Management
Voyager Global Management
New York
$200M +$7.58M 1 8.92% Increased
133
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$199M +$22.4M 8 0.13% Increased
134
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$193M +$49.5M 1 2.16% Increased
135
Federated Hermes
Federated Hermes
Pennsylvania
$189M -$12M 6 0.45% Reduced
136
LCP
LGT Capital Partners
Switzerland
$188M -$59.8M 1 6.41% Reduced
137
Credit Agricole
Credit Agricole
France
$186M +$157M 3 1% Increased
138
Westfield Capital Management
Westfield Capital Management
Massachusetts
$185M +$11.5M 2 0.91% Increased
139
LPL Financial
LPL Financial
California
$183M +$43.6M 7 0.09% Increased
140
Norges Bank
Norges Bank
Norway
$182M -$6.02M 5 0.03% Reduced
141
EARNEST Partners
EARNEST Partners
Georgia
$181M +$2.76M 3 0.85% Increased
142
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$180M +$6.82M 5 0.75% Increased
143
Congress Asset Management
Congress Asset Management
Massachusetts
$177M +$72.6M 2 1.27% Increased
144
Munro Partners
Munro Partners
Australia
$174M -$74.1M 3 6.46% Reduced
145
CIBC World Market
CIBC World Market
Ontario, Canada
$173M +$7.62M 1 0.4% Increased
146
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$172M -$114M 2 2.64% Reduced
147
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$170M -$13.5M 2 2.4% Reduced
148
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$170M +$149M 1 5.12% New
149
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$164M -$19.9M 2 2.74% Reduced
150
Stifel Financial
Stifel Financial
Missouri
$161M +$32.3M 6 0.18% Increased