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 |
Sands Capital Management
Arlington,
Virginia
| $960M | -$75.1M | 1 | 2.21% | Reduced |
|
| 27 |
First Eagle Investment Management
New York
| $950M | -$20.8M | 3 | 2.33% | Reduced |
|
| 28 |
VanEck Associates
New York
| $929M | +$276M | 2 | 1.92% | Increased |
|
| 29 |
Lone Pine Capital
Greenwich,
Connecticut
| $832M | +$933M | 1 | 4.95% | New |
|
| 30 |
State Street
Boston,
Massachusetts
| $827M | +$282M | 7 | 0.04% | Increased |
|
| 31 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $824M | +$61.4M | 4 | 0.58% | Increased |
|
| 32 |
AQR Capital Management
Greenwich,
Connecticut
| $783M | +$66.7M | 5 | 1.49% | Increased |
|
| 33 |
UBS Group
Zurich,
Switzerland
| $781M | +$256M | 8 | 0.26% | Increased |
|
| 34 |
Ameriprise
Minneapolis,
Minnesota
| $768M | -$129M | 6 | 0.23% | Reduced |
|
| 35 |
Ruane, Cunniff & Goldfarb
New York
| $708M | -$22.1M | 1 | 6.97% | Reduced |
|
| 36 |
Allspring Global Investments
Charlotte,
North Carolina
| $694M | -$8.45M | 5 | 0.88% | Reduced |
|
| 37 |
Lazard Asset Management
New York
| $621M | +$17.1M | 8 | 0.72% | Increased |
|
| 38 |
Russell Investments Group
London,
United Kingdom
| $599M | -$14.8M | 5 | 1.04% | Reduced |
|
| 39 |
Vontobel Holding
Zurich,
Switzerland
| $594M | -$37.4M | 1 | 5.13% | Reduced |
|
| 40 |
Barclays
London,
United Kingdom
| $573M | +$53.1M | 8 | 0.45% | Increased |
|
| 41 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| $569M | +$600M | 3 | 1.58% | Increased |
|
| 42 |
Janus Henderson Group
London,
| $569M | -$143M | 6 | 0.27% | Reduced |
|
| 43 |
Northern Trust
Chicago,
Illinois
| $564M | -$171M | 6 | 0.1% | Reduced |
|
| 44 |
Brown Advisory
Baltimore,
Maryland
| $524M | -$252M | 2 | 0.78% | Reduced |
|
| 45 |
Citigroup
New York
| $494M | +$38.5M | 8 | 0.3% | Increased |
|
| 46 |
Wells Fargo
San Francisco,
California
| $486M | +$8.85M | 8 | 0.12% | Increased |
|
| 47 |
BAMCO Inc
New York
| $472M | -$11M | 1 | 1.16% | Reduced |
|
| 48 |
Man Group
London,
United Kingdom
| $470M | +$33.5M | 6 | 1.63% | Increased |
|
| 49 |
Invesco
Atlanta,
Georgia
| $467M | +$27.8M | 8 | 0.12% | Increased |
|
| 50 |
Franklin Resources
San Mateo,
California
| $429M | +$1.25M | 5 | 0.17% | Increased |
|