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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
26
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$805M +$606M 5 0.09% Increased
27
Northern Trust
Northern Trust
Illinois
$797M +$20.6M 6 0.17% Increased
28
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$785M -$1.08B 1 0.54% Reduced
29
Lazard Asset Management
Lazard Asset Management
New York
$702M -$79.8M 4 0.99% Reduced
30
AQR Capital Management
AQR Capital Management
Connecticut
$641M -$156M 5 1.08% Reduced
31
Axiom Investors
Axiom Investors
Connecticut
$575M +$1.16M 1 9.33% Increased
32
Ameriprise
Ameriprise
Minnesota
$573M -$46.4M 5 0.23% Reduced
33
Sands Capital Management
Sands Capital Management
Virginia
$552M +$121M 1 1.19% Increased
34
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$547M -$6.03M 1 6.51% Reduced
35
Russell Investments Group
Russell Investments Group
United Kingdom
$529M -$166M 6 1.14% Reduced
36
Viking Global Investors
Viking Global Investors
Connecticut
$498M +$467M 1 1.8% New
37
Janus Henderson Group
Janus Henderson Group
$485M +$186M 1 0.25% Increased
38
Franklin Resources
Franklin Resources
California
$468M +$35.7M 3 0.23% Increased
39
Nuveen
Nuveen
North Carolina
$446M +$61.7M 6 0.17% Increased
40
Causeway Capital Management
Causeway Capital Management
California
$434M +$13.2M 1 8.08% Increased
41
Invesco
Invesco
Georgia
$417M -$52.6M 6 0.14% Reduced
42
Nomura Holdings
Nomura Holdings
Japan
$364M +$331M 2 0.8% Increased
43
Vontobel Asset Management
Vontobel Asset Management
New York
$346M -$166M 1 2.08% Reduced
44
Driehaus Capital Management
Driehaus Capital Management
Illinois
$344M +$2.87M 1 7.06% Increased
45
SEI Investments
SEI Investments
Pennsylvania
$342M -$20M 6 0.99% Reduced
46
Fidelity International
Fidelity International
Bermuda
$332M +$6.45M 1 0.41% Increased
47
Comgest Global Investors
Comgest Global Investors
France
$328M -$23.2M 1 4.9% Reduced
48
Altshuler Shaham
Altshuler Shaham
Israel
$324M +$11.5M 2 7.61% Increased
49
UBS Group
UBS Group
Switzerland
$314M -$20.5M 7 0.12% Reduced
50
Man Group
Man Group
United Kingdom
$313M -$33.9M 4 1.23% Reduced