← 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
176	SCA Southpoint Capital Advisors New York	$75.7M	+$69.8M	1	1.64%	New
177	Robeco Schweiz Zurich, Switzerland	$74.5M	$0	1	1.11%	Maintained
178	Waverton Investment Management London, United Kingdom	$73.9M	+$5.56M	1	2.1%	Increased
179	NHAS Novo Holdings A/S Hellerup, Denmark	$71.7M	$0	1	5.54%	Maintained
180	Copeland Capital Management Conshohocken, Pennsylvania	$71.7M	+$2.54M	1	1.48%	Increased
181	CIBC World Market Toronto, Ontario, Canada	$70.8M	+$9.57M	1	0.23%	Increased
182	LFDLE La Financiere de L'Echiquier Paris, France	$70.5M	+$18M	1	3.52%	Increased
183	ClearBridge Investments New York	$69.8M	+$538K	2	0.06%	Increased
184	Cullen Capital Management New York	$68.2M	-$136K	2	0.61%	Reduced
185	E Fund Management Guangzhou, China	$66.8M	+$10.9M	1	5.29%	Increased
186	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$66.6M	+$58.2M	2	3.1%	Increased
187	Stifel Financial St. Louis, Missouri	$65.8M	-$1.24M	4	0.09%	Reduced
188	Carmignac Gestion Paris, France	$64.8M	+$52.2M	2	1.12%	Increased
189	Federated Hermes Pittsburgh, Pennsylvania	$64.8M	+$4.45M	5	0.16%	Increased
190	Hood River Capital Management Palm Beach Gardens, Florida	$64.2M	+$16.6M	2	1.91%	Increased
191	SIM SW Investment Management Telluride, Colorado	$64M	+$3.65M	1	23.7%	Increased
192	Crossmark Global Holdings Houston, Texas	$63.8M	-$3.28M	6	1.37%	Reduced
193	Macquarie Group Sydney, NSW 2000, Australia	$63.4M	-$465M	3	0.07%	Reduced
194	SL Summitry LLC Foster City, California	$63M	-$704K	1	3.98%	Reduced
195	Munro Partners Melbourne, Australia	$62.9M	-$46.1M	1	2.9%	Reduced
196	TimesSquare Capital Management New York	$62.6M	-$13.3M	2	0.9%	Reduced
197	JHP James Hambro & Partners London, United Kingdom	$61.4M	+$1.65M	1	4.05%	Increased
198	Congress Asset Management Boston, Massachusetts	$61.2M	+$2.9M	2	0.53%	Increased
199	Bessemer Group Woodbridge, New Jersey	$61M	+$6.98M	6	0.13%	Increased
200	Jupiter Asset Management London, United Kingdom	$60M	-$11M	2	0.66%	Reduced