← 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$92.1M -$22.8M 2 0.44% Reduced
152
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$91.8M +$13.5M 1 3.9% Increased
153
Federated Hermes
Federated Hermes
Pennsylvania
$91.1M +$14.2M 5 0.24% Increased
154
DnB Asset Management
DnB Asset Management
Norway
$90.7M -$2.49M 1 0.54% Reduced
155
Epoch Investment Partners
Epoch Investment Partners
New York
$90.5M -$10.4M 2 0.58% Reduced
156
Capital Group Private Client Services
Capital Group Private Client Services
California
$87.9M -$1.37M 1 1.07% Reduced
157
Appaloosa LP
Appaloosa LP
New Jersey
$86.9M -$73.3M 1 1.72% Reduced
158
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$86.4M -$15.8M 2 3.81% Reduced
159
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$84.4M +$200K 2 1.38% Increased
160
MIS
Morningstar Investment Services
Illinois
$84.2M +$2.14M 1 1.08% Increased
161
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$82.6M -$6.3M 2 0.6% Reduced
162
Macquarie Group
Macquarie Group
Australia
$80M +$19.9M 3 0.1% Increased
163
Capital International Inc
Capital International Inc
California
$79M -$12.2M 1 1.51% Reduced
164
LFDLE
La Financiere de L'Echiquier
France
$78.7M +$17.4M 2 4.07% Increased
165
KCMH
Keywise Capital Management (HK)
Hong Kong
$78.2M +$69.6M 1 12.95% Increased
166
HSBC Holdings
HSBC Holdings
United Kingdom
$77.1M -$3.36M 5 0.08% Reduced
167
TIAM
TT International Asset Management
United Kingdom
$76.8M +$3.36M 2 11.48% Increased
168
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$76.7M -$937K 5 0.39% Reduced
169
CIBC World Market
CIBC World Market
Ontario, Canada
$75.4M +$15.7M 1 0.25% Increased
170
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$73.8M -$30.7M 2 1.8% Reduced
171
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$73.2M -$3.46M 8 0.06% Reduced
172
Pzena Investment Management
Pzena Investment Management
New York
$71.5M +$5.86M 1 0.31% Increased
173
Waverton Investment Management
Waverton Investment Management
United Kingdom
$69.2M +$6.08M 1 2% Increased
174
PCM
Palestra Capital Management
New York
$68.8M +$27.7M 1 3.63% Increased
175
TimesSquare Capital Management
TimesSquare Capital Management
New York
$67M +$7.14M 2 1.04% Increased