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 |
Jennison Associates
New York
| $1.24B | -$211M | 3 | 0.78% | Reduced |
|
| 27 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $1.23B | -$117M | 5 | 2.28% | Reduced |
|
| 28 |
Sands Capital Management
Arlington,
Virginia
| $1.19B | -$33.5M | 1 | 2.2% | Reduced |
|
| 29 |
First Eagle Investment Management
New York
| $1.12B | -$40M | 3 | 2.8% | Reduced |
|
| 30 |
Ameriprise
Minneapolis,
Minnesota
| $1B | +$142M | 7 | 0.28% | Increased |
|
| 31 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $888M | -$3.81M | 4 | 0.49% | Reduced |
|
| 32 |
Brown Advisory
Baltimore,
Maryland
| $865M | +$406M | 3 | 1.07% | Increased |
|
| 33 |
Ruane, Cunniff & Goldfarb
New York
| $840M | -$10.6M | 1 | 7.17% | Reduced |
|
| 34 |
AQR Capital Management
Greenwich,
Connecticut
| $833M | -$18.2M | 5 | 1.51% | Reduced |
|
| 35 |
Northern Trust
Chicago,
Illinois
| $823M | +$65.5M | 7 | 0.13% | Increased |
|
| 36 |
Allspring Global Investments
Charlotte,
North Carolina
| $809M | +$787M | 5 | 0.9% | New |
|
| 37 |
Janus Henderson Group
London,
| $803M | +$33.3M | 6 | 0.33% | Increased |
|
| 38 |
VanEck Associates
New York
| $788M | -$277M | 2 | 1.82% | Reduced |
|
| 39 |
Vontobel Holding
Zurich,
Switzerland
| $709M | -$51.7M | 1 | 5.89% | Reduced |
|
| 40 |
Russell Investments Group
London,
United Kingdom
| $703M | +$31.2M | 6 | 1.12% | Increased |
|
| 41 |
Lazard Asset Management
New York
| $692M | -$9.5M | 6 | 0.74% | Reduced |
|
| 42 |
State Street
Boston,
Massachusetts
| $650M | -$31.2M | 7 | 0.03% | Reduced |
|
| 43 |
UBS Group
Zurich,
Switzerland
| $635M | -$164M | 8 | 0.18% | Reduced |
|
| 44 |
Barclays
London,
United Kingdom
| $606M | +$128M | 4 | 0.23% | Increased |
|
| 45 |
BAMCO Inc
New York
| $556M | +$126M | 1 | 1.18% | Increased |
|
| 46 |
Wells Fargo
San Francisco,
California
| $551M | -$798M | 7 | 0.14% | Reduced |
|
| 47 |
Citigroup
New York
| $529M | +$91.8M | 8 | 0.28% | Increased |
|
| 48 |
Invesco
Atlanta,
Georgia
| $514M | +$17.2M | 7 | 0.12% | Increased |
|
| 49 |
Man Group
London,
United Kingdom
| $507M | +$38.4M | 4 | 1.63% | Increased |
|
| 50 |
Franklin Resources
San Mateo,
California
| $494M | -$54.1M | 5 | 0.18% | Reduced |
|