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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
$1.19B +$83.6M 5 0.12% Increased
27
Federated Hermes
Federated Hermes
Pennsylvania
$1.13B -$50.6M 4 2.3% Reduced
28
Northern Trust
Northern Trust
Illinois
$1.09B +$6.63M 7 0.21% Increased
29
First Eagle Investment Management
First Eagle Investment Management
New York
$1.07B -$23.8M 1 3.02% Reduced
30
Jennison Associates
Jennison Associates
New York
$1.06B +$779M 2 0.76% Increased
31
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$974M -$70.8M 2 0.54% Reduced
32
Lazard Asset Management
Lazard Asset Management
New York
$862M -$73.1M 6 1.09% Reduced
33
Ameriprise
Ameriprise
Minnesota
$852M +$11.4M 5 0.3% Increased
34
AQR Capital Management
AQR Capital Management
Connecticut
$792M -$61.1M 5 1.4% Reduced
35
Sands Capital Management
Sands Capital Management
Virginia
$790M +$42M 1 1.5% Increased
36
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$729M -$5.52M 1 7.78% Reduced
37
Janus Henderson Group
Janus Henderson Group
$711M +$50.9M 1 0.33% Increased
38
Nuveen
Nuveen
North Carolina
$663M +$50.4M 5 0.22% Increased
39
Axiom Investors
Axiom Investors
Connecticut
$636M -$119M 1 10.03% Reduced
40
Viking Global Investors
Viking Global Investors
Connecticut
$611M -$51.8M 1 1.68% Reduced
41
Russell Investments Group
Russell Investments Group
United Kingdom
$609M -$92M 6 1.21% Reduced
42
1832 Asset Management
1832 Asset Management
Ontario, Canada
$597M +$213M 1 1.4% Increased
43
Causeway Capital Management
Causeway Capital Management
California
$552M -$28.1M 1 10.38% Reduced
44
Franklin Resources
Franklin Resources
California
$513M -$108M 3 0.22% Reduced
45
VanEck Associates
VanEck Associates
New York
$508M +$100M 1 1.48% Increased
46
ARK Investment Management
ARK Investment Management
Florida
$493M +$180M 2 1.31% Increased
47
UBS Group
UBS Group
Switzerland
$490M +$57.6M 8 0.17% Increased
48
Invesco
Invesco
Georgia
$469M -$86.4M 6 0.14% Reduced
49
Fidelity International
Fidelity International
Bermuda
$454M +$6.51M 1 0.56% Increased
50
Altshuler Shaham
Altshuler Shaham
Israel
$442M +$6.1M 2 8.83% Increased