← 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
201
Select Equity Group
Select Equity Group
New York
$56.9M -$35.6M 1 0.21% Reduced
202
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$56.8M -$474K 2 0.87% Reduced
203
Group One Trading
Group One Trading
Illinois
$56.3M +$49.6M 4 0.08% Increased
204
Millennium Management
Millennium Management
New York
$55M -$47.2M 7 0.04% Reduced
205
ARK Investment Management
ARK Investment Management
Florida
$54.7M -$505M 2 0.11% Reduced
206
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$54.4M +$1.82M 1 3.57% Increased
207
Eventide Asset Management
Eventide Asset Management
Massachusetts
$53.6M +$52.9M 1 0.79% Increased
208
Marshall Wace North America
Marshall Wace North America
New York
$52.9M -$16.8M 4 0.22% Reduced
209
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$51.6M -$4.51M 1 0.5% Reduced
210
Legal & General Group
Legal & General Group
United Kingdom
$51.2M +$2.43M 6 0.02% Increased
211
TIM
Triodos Investment Management
Netherlands
$50.7M -$4.08M 1 8.03% Reduced
212
OPFM
Optimus Prime Fund Management
Cayman Islands
$50.6M -$4.95M 1 4.58% Reduced
213
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$50.5M -$304M 1 0.25% Reduced
214
Rockefeller Capital Management
Rockefeller Capital Management
New York
$50.4M +$11.9M 4 0.34% Increased
215
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$49.7M +$305K 6 0.11% Increased
216
LCP
LGT Capital Partners
Switzerland
$47.6M -$774K 1 1.56% Reduced
217
Aviva
Aviva
United Kingdom
$47.4M -$1.19M 1 0.23% Reduced
218
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$46.7M -$17.9M 1 0.12% Reduced
219
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$46.6M -$8.9M 5 1.15% Reduced
220
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$46.5M +$1.98M 1 2.72% Increased
221
DFO
Duquesne Family Office
New York
$46.3M +$48.5M 1 1.02% New
222
Laurion Capital Management
Laurion Capital Management
New York
$45.8M +$48M 2 0.25% New
223
Advisors Capital Management
Advisors Capital Management
New Jersey
$45.6M -$24.8M 1 1.6% Reduced
224
Voloridge Investment Management
Voloridge Investment Management
Florida
$45.5M +$47.3M 3 0.33% Increased
225
CIBC World Market
CIBC World Market
Ontario, Canada
$44.4M -$958K 2 0.13% Reduced