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 |
Ameriprise
Minneapolis,
Minnesota
| $642M | +$15.8M | 6 | 0.24% | Increased |
|
| 27 |
First Eagle Investment Management
New York
| $621M | -$2.76M | 4 | 1.86% | Reduced |
|
| 28 |
T. Rowe Price Associates
Baltimore,
Maryland
| $581M | -$68.9M | 5 | 0.1% | Reduced |
|
| 29 |
State Street
Boston,
Massachusetts
| $579M | -$30.8M | 6 | 0.04% | Reduced |
|
| 30 |
AQR Capital Management
Greenwich,
Connecticut
| $536M | +$18M | 6 | 1.31% | Increased |
|
| 31 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $524M | -$25.2M | 4 | 0.54% | Reduced |
|
| 32 |
Allspring Global Investments
Charlotte,
North Carolina
| $450M | -$14.3M | 4 | 0.8% | Reduced |
|
| 33 |
Sands Capital Management
Arlington,
Virginia
| $428M | -$230M | 1 | 1.61% | Reduced |
|
| 34 |
Lazard Asset Management
New York
| $424M | +$32.7M | 5 | 0.62% | Increased |
|
| 35 |
Orbis Allan Gray
Hamilton,
Bermuda
| $414M | +$40.8M | 1 | 3.39% | Increased |
|
| 36 |
Russell Investments Group
London,
United Kingdom
| $411M | +$8.47M | 5 | 0.9% | Increased |
|
| 37 |
Vontobel Holding
Zurich,
Switzerland
| $396M | +$17.4M | 1 | 4.62% | Increased |
|
| 38 |
Franklin Resources
San Mateo,
California
| $380M | +$35M | 5 | 0.21% | Increased |
|
| 39 |
Alkeon Capital Management
New York
| $356M | +$105M | 1 | 1.15% | Increased |
|
| 40 |
UBS Group
Zurich,
Switzerland
| $351M | -$142M | 8 | 0.15% | Reduced |
|
| 41 |
Brown Advisory
Baltimore,
Maryland
| $348M | +$27.7M | 2 | 0.68% | Increased |
|
| 42 |
Man Group
London,
United Kingdom
| $341M | +$410M | 6 | 1.58% | New |
|
| 43 |
Barclays
London,
United Kingdom
| $334M | -$7.91M | 6 | 0.36% | Reduced |
|
| 44 |
Northern Trust
Chicago,
Illinois
| $325M | -$38.7M | 6 | 0.07% | Reduced |
|
| 45 |
Ruane, Cunniff & Goldfarb
New York
| $319M | -$161M | 1 | 4.74% | Reduced |
|
| 46 |
Ninety One (UK)
London,
United Kingdom
| $286M | +$66.1M | 1 | 0.94% | Increased |
|
| 47 |
Citigroup
New York
| $280M | -$58.5M | 7 | 0.2% | Reduced |
|
| 48 |
American Century Companies
Kansas City,
Missouri
| $272M | +$25.1M | 6 | 0.24% | Increased |
|
| 49 |
BAMCO Inc
New York
| $250M | -$21.4M | 1 | 0.81% | Reduced |
|
| 50 |
Invesco
Atlanta,
Georgia
| $249M | -$36.1M | 6 | 0.08% | Reduced |
|