← 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
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$121M +$53.3M 2 0.97% Increased
177
SG Americas Securities
SG Americas Securities
New York
$121M +$74M 5 0.7% Increased
178
Capital International Inc
Capital International Inc
California
$120M -$6.23M 1 1.59% Reduced
179
Allianz Asset Management
Allianz Asset Management
Germany
$120M +$37.6M 4 0.18% Increased
180
KCM
Kensico Capital Management
Connecticut
$119M +$23.2M 1 3.69% Increased
181
DZ Bank
DZ Bank
Germany
$119M -$215M 2 0.12% Reduced
182
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$117M -$23.4M 2 1.64% Reduced
183
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$115M +$4.56M 2 0.75% Increased
184
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$115M -$140M 5 0.5% Reduced
185
Rathbones Group
Rathbones Group
United Kingdom
$114M +$19.8M 1 0.62% Increased
186
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$111M $0 2 2.09% Maintained
187
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$111M -$3.17M 1 4.22% Reduced
188
Aviva
Aviva
United Kingdom
$108M +$9.55M 2 0.3% Increased
189
Point72 Asset Management
Point72 Asset Management
Connecticut
$107M +$84.8M 1 0.28% Increased
190
Cullen Capital Management
Cullen Capital Management
New York
$107M -$3.1M 2 1.24% Reduced
191
Y.D. More Investments
Y.D. More Investments
Israel
$105M +$50.5M 3 10.69% Increased
192
PEAK6 Investments
PEAK6 Investments
Illinois
$105M +$50.3M 3 0.27% Increased
193
AQR Capital Management
AQR Capital Management
Connecticut
$104M -$218M 5 0.16% Reduced
194
WAM
WT Asset Management
Hong Kong
$103M -$19.8M 1 10.02% Reduced
195
Ruffer LLP
Ruffer LLP
United Kingdom
$103M -$73M 1 4.41% Reduced
196
Renaissance Technologies
Renaissance Technologies
New York
$102M -$9.97M 6 0.17% Reduced
197
Quilter Plc
Quilter Plc
United Kingdom
$101M -$4.41M 1 2.26% Reduced
198
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$98.6M +$815K 1 0.72% Increased
199
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$98.5M -$9.34M 2 0.07% Reduced
200
Rockefeller Capital Management
Rockefeller Capital Management
New York
$97.9M +$3.99M 3 0.28% Increased