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 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $1.24B | +$3.76M | 5 | 2.37% | Increased |
|
| 27 |
Goldman Sachs
New York
| $1.21B | +$115M | 6 | 0.26% | Increased |
|
| 28 |
Sands Capital Management
Arlington,
Virginia
| $1.13B | +$29.3M | 1 | 1.89% | Increased |
|
| 29 |
First Eagle Investment Management
New York
| $1.08B | -$16.3M | 4 | 2.76% | Reduced |
|
| 30 |
VanEck Associates
New York
| $995M | +$198M | 2 | 2.5% | Increased |
|
| 31 |
GQG Partners
Ft. Lauderdale,
Florida
| $940M | -$92M | 1 | 2.57% | Reduced |
|
| 32 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $827M | -$40.1M | 4 | 0.43% | Reduced |
|
| 33 |
Ameriprise
Minneapolis,
Minnesota
| $808M | -$58.5M | 8 | 0.26% | Reduced |
|
| 34 |
AQR Capital Management
Greenwich,
Connecticut
| $792M | +$9.29M | 5 | 1.47% | Increased |
|
| 35 |
Ruane, Cunniff & Goldfarb
New York
| $789M | +$143M | 1 | 7.09% | Increased |
|
| 36 |
UBS Group
Zurich,
Switzerland
| $757M | +$103M | 8 | 0.24% | Increased |
|
| 37 |
Janus Henderson Group
London,
| $713M | -$66.1M | 6 | 0.31% | Reduced |
|
| 38 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $709M | -$12.9M | 8 | 0.1% | Reduced |
|
| 39 |
Vontobel Holding
Zurich,
Switzerland
| $706M | +$19.4M | 1 | 6.23% | Increased |
|
| 40 |
Northern Trust
Chicago,
Illinois
| $695M | -$384M | 6 | 0.12% | Reduced |
|
| 41 |
Lazard Asset Management
New York
| $661M | -$17.4M | 6 | 0.75% | Reduced |
|
| 42 |
Russell Investments Group
London,
United Kingdom
| $623M | +$54.1M | 5 | 1.05% | Increased |
|
| 43 |
State Street
Boston,
Massachusetts
| $615M | +$21.1M | 6 | 0.03% | Increased |
|
| 44 |
Franklin Resources
San Mateo,
California
| $495M | +$4.84M | 4 | 0.19% | Increased |
|
| 45 |
Causeway Capital Management
Los Angeles,
California
| $460M | -$19.8M | 1 | 10.35% | Reduced |
|
| 46 |
Invesco
Atlanta,
Georgia
| $452M | -$50.1M | 8 | 0.11% | Reduced |
|
| 47 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $446M | +$15.9M | 5 | 0.38% | Increased |
|
| 48 |
Barclays
London,
United Kingdom
| $440M | -$92.8M | 6 | 0.2% | Reduced |
|
| 49 |
Man Group
London,
United Kingdom
| $434M | +$38.7M | 4 | 1.52% | Increased |
|
| 50 |
Axiom Investors
Greenwich,
Connecticut
| $432M | -$144M | 1 | 7.13% | Reduced |
|