← 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
1	Massachusetts Financial Services Boston, Massachusetts	$1.49B	+$56.4M	1	0.78%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.32B	+$18.8M	6	0.1%	Increased
3	JP Morgan Chase New York	$1.29B	-$165M	5	0.33%	Reduced
4	Bank of New York Mellon New York	$1.13B	-$172M	7	0.31%	Reduced
5	Aberdeen Asset Management Aberdeen, United Kingdom	$1.08B	-$225M	1	2.25%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$930M	+$195M	1	2.01%	Increased
7	Capital World Investors Los Angeles, California	$838M	-$187M	1	0.23%	Reduced
8	Lazard Asset Management New York	$759M	+$5.95M	3	1.59%	Increased
9	Acadian Asset Management Boston, Massachusetts	$691M	+$200M	5	3.36%	Increased
10	Thornburg Investment Management Santa Fe, New Mexico	$683M	+$23.1M	1	2.72%	Increased
11	Renaissance Technologies New York	$627M	+$22.3M	8	1.46%	Increased
12	Wells Fargo San Francisco, California	$620M	-$20.8M	6	0.26%	Reduced
13	Fidelity Investments Boston, Massachusetts	$600M	+$145M	3	0.08%	Increased
14	Fisher Asset Management Camas, Washington	$527M	+$93.4M	2	1.11%	Increased
15	Arrowstreet Capital Boston, Massachusetts	$498M	+$117M	5	2.56%	Increased
16	NC Northern Cross Boston, Massachusetts	$483M	-$744K	1	17.1%	Reduced
17	Russell Frank Company Seattle, Washington	$467M	+$99.3M	6	0.81%	Increased
18	William Blair & Company Chicago, Illinois	$442M	+$46.1M	1	0.72%	Increased
19	Wellington Management Group Boston, Massachusetts	$326M	-$29.4M	4	0.09%	Reduced
20	Harding Loevner Bridgewater, New Jersey	$311M	+$3.9M	1	2.32%	Increased
21	Schroder Investment Management Group London, United Kingdom	$260M	-$22M	3	0.32%	Reduced
22	Dimensional Fund Advisors Austin, Texas	$253M	+$42.3M	6	0.18%	Increased
23	Morgan Stanley New York	$252M	+$108M	8	0.1%	Increased
24	WCM Investment Management Laguna Beach, California	$244M	+$63.6M	1	6.08%	Increased
25	TGA Trilogy Global Advisors Winter Park, Florida	$236M	+$9.25M	1	4.51%	Increased