← 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
151
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.4M -$4.26M 6 0.08% Reduced
152
Prudential Financial
Prudential Financial
New Jersey
$29.4M -$15.2M 5 0.05% Reduced
153
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$29.1M +$27.7M 1 0.2% New
154
NFA
Nationwide Fund Advisors
Ohio
$28.3M +$2.51M 6 0.11% Increased
155
AL
AJO LP
Pennsylvania
$27.5M -$3.26M 2 0.11% Reduced
156
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$27.3M -$967K 4 0.02% Reduced
157
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$27.1M -$2.07M 1 0.26% Reduced
158
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$27M +$666K 3 0.23% Increased
159
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26.9M $0 2 0.37% Maintained
160
NMC
Nine Masts Capital
Hong Kong
$26.5M +$8.29M 2 4.49% Increased
161
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$25.8M +$857K 1 2.98% Increased
162
VOYA Investment Management
VOYA Investment Management
Georgia
$25.6M +$995K 4 0.06% Increased
163
US Bancorp
US Bancorp
Minnesota
$25.5M -$1.03M 7 0.09% Reduced
164
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$25.5M +$1.72M 2 1.97% Increased
165
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$25.5M +$14.2M 1 7.41% Increased
166
Baird Financial Group
Baird Financial Group
Wisconsin
$25.5M +$1.97M 1 0.21% Increased
167
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$25.4M -$9.99K 5 0.19% Reduced
168
Todd Asset Management
Todd Asset Management
Kentucky
$24.5M -$3.1M 1 0.71% Reduced
169
BCAM
Boston Common Asset Management
Massachusetts
$23.9M +$40K 1 3.25% Increased
170
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$23.6M +$1.37M 1 0.27% Increased
171
California Public Employees Retirement System
California Public Employees Retirement System
California
$23.3M -$304K 5 0.04% Reduced
172
Prudential plc
Prudential plc
United Kingdom
$23.1M +$716K 2 0.08% Increased
173
SI
Sensato Investors
California
$23M -$2.11M 3 3.8% Reduced
174
PCM
Penn Capital Management
Pennsylvania
$22.8M +$6.28M 1 1.56% Increased
175
QIM
Quantitative Investment Management
Virginia
$22.8M +$16.3M 3 0.35% Increased