← 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	Aviva London, United Kingdom	$99.7M	-$8.36M	2	0.26%	Reduced
202	DZ Bank Frankfurt Am Main, Germany	$99.6M	-$18.3M	2	0.1%	Reduced
203	Cerity Partners New York	$99.2M	+$16.4M	4	0.22%	Increased
204	Schonfeld Strategic Advisors New York	$98M	+$23.1M	7	0.65%	Increased
205	Rockefeller Capital Management New York	$97.8M	+$281K	3	0.26%	Increased
206	Tudor Investment Corp Stamford, Connecticut	$97.3M	+$23.1M	4	0.35%	Increased
207	Creative Planning Overland Park, Kansas	$97.2M	+$8.52M	7	0.1%	Increased
208	LMR Partners London, United Kingdom	$97M	+$95.2M	1	0.77%	New
209	Cullen Capital Management New York	$96.2M	-$3.42M	2	1.05%	Reduced
210	Two Sigma Advisers New York	$94.8M	+$59.2M	8	0.22%	Increased
211	SCGE Management Menlo Park, California	$92.6M	+$75.4M	1	2.02%	Increased
212	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$92.4M	-$5.92M	3	0.06%	Reduced
213	NI Noked Israel Ramat Hasharon, Israel	$92.3M	+$26M	2	20.16%	Increased
214	Nomura Holdings Tokyo, Japan	$92M	+$11M	2	0.21%	Increased
215	Causeway Capital Management Los Angeles, California	$91.8M	+$3.93M	1	2.26%	Increased
216	Altimeter Capital Management Boston, Massachusetts	$90.2M	+$88.5M	1	1.34%	New
217	BCAM Boston Common Asset Management Boston, Massachusetts	$90.2M	-$6.25M	1	2.35%	Reduced
218	Canoe Financial Calgary, Alberta, Canada	$89.8M	-$205M	1	2.16%	Reduced
219	Phoenix Financial Givatayim, Israel	$89.1M	+$10.3M	2	1.32%	Increased
220	Prudential Financial Newark, New Jersey	$88M	+$31.2M	6	0.12%	Increased
221	Oversea-Chinese Banking Corp (OCBC) Singapore	$87.9M	+$4.08M	2	2.44%	Increased
222	Stephens Investment Management Group Houston, Texas	$87.8M	-$22.2M	2	1.2%	Reduced
223	Summit Partners Public Asset Management Boston, Massachusetts	$87.1M	-$22.9M	1	2.7%	Reduced
224	Perpetual Ltd Sydney, New South Wales, Australia	$86.4M	-$6.78M	1	0.94%	Reduced
225	ACM Analog Century Management New York	$85.7M	+$16.8M	1	5.83%	Increased