← All themes Semiconductors

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	$738M	-$16.9M	1	2.56%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$736M	-$193M	5	0.09%	Reduced
28	Lone Pine Capital Greenwich, Connecticut	$730M	+$88.2M	1	6.88%	Increased
29	Ameriprise Minneapolis, Minnesota	$706M	+$104M	6	0.25%	Increased
30	State Street Boston, Massachusetts	$682M	+$33.5M	7	0.04%	Increased
31	Baillie Gifford & Co Edinburgh, United Kingdom	$649M	+$3.77M	4	0.67%	Increased
32	AQR Capital Management Greenwich, Connecticut	$611M	-$2.38M	5	1.38%	Reduced
33	UBS Group Zurich, Switzerland	$554M	-$64.6M	9	0.23%	Reduced
34	Allspring Global Investments Charlotte, North Carolina	$550M	+$6.5M	5	0.92%	Increased
35	Ruane, Cunniff & Goldfarb New York	$540M	-$17.5M	1	7.03%	Reduced
36	Jennison Associates New York	$527M	-$324M	2	0.53%	Reduced
37	Russell Investments Group London, United Kingdom	$480M	+$12.1M	5	0.98%	Increased
38	Vontobel Holding Zurich, Switzerland	$465M	-$83.2K	1	5.03%	Reduced
39	Lazard Asset Management New York	$460M	-$23.5M	7	0.62%	Reduced
40	Orbis Allan Gray Hamilton, Bermuda	$453M	+$218M	1	3.65%	Increased
41	Janus Henderson Group London,	$441M	-$5.56M	6	0.3%	Reduced
42	Franklin Resources San Mateo, California	$413M	+$84.3M	5	0.2%	Increased
43	Northern Trust Chicago, Illinois	$410M	-$37.2M	6	0.09%	Reduced
44	Man Group London, United Kingdom	$405M	-$417M	0	–	Closed
45	Barclays London, United Kingdom	$405M	-$50.5M	7	0.25%	Reduced
46	Assenagon Asset Management Senningerberg, Luxembourg	$396M	-$57.2M	4	1.47%	Reduced
47	Citigroup New York	$390M	+$2.94M	8	0.29%	Increased
48	Egerton Capital (UK) London, United Kingdom	$390M	+$441M	1	2.63%	New
49	Brown Advisory Baltimore, Maryland	$383M	-$32.6M	2	0.72%	Reduced
50	Millennium Management New York	$376M	+$78.5M	8	0.23%	Increased