← 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	State Street Boston, Massachusetts	$625M	-$117M	6	0.04%	Reduced
27	AQR Capital Management Greenwich, Connecticut	$625M	+$27M	6	1.42%	Increased
28	Berkshire Hathaway Omaha, Nebraska	$618M	-$3.75B	1	0.21%	Reduced
29	T. Rowe Price Associates Baltimore, Maryland	$610M	-$8.44M	5	0.1%	Reduced
30	Ameriprise Minneapolis, Minnesota	$609M	-$372M	6	0.21%	Reduced
31	Baillie Gifford & Co Edinburgh, United Kingdom	$553M	-$15.6M	4	0.58%	Reduced
32	GQG Partners Ft. Lauderdale, Florida	$500M	-$824M	1	1.35%	Reduced
33	Lazard Asset Management New York	$489M	+$12.6M	4	0.67%	Increased
34	Allspring Global Investments Charlotte, North Carolina	$487M	-$1.8M	6	0.83%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$484M	+$305M	7	0.28%	Increased
36	Orbis Allan Gray Hamilton, Bermuda	$480M	+$29.5M	1	3.81%	Increased
37	Franklin Resources San Mateo, California	$470M	+$58.4M	5	0.24%	Increased
38	Sands Capital Management Arlington, Virginia	$439M	-$25.9M	1	1.66%	Reduced
39	Russell Investments Group London, United Kingdom	$436M	-$15.2M	6	0.9%	Reduced
40	Fidelity International Hamilton, Bermuda	$422M	+$191M	1	0.51%	Increased
41	Brown Advisory Baltimore, Maryland	$403M	+$25.4M	2	0.75%	Increased
42	Barclays London, United Kingdom	$384M	+$9.34M	6	0.17%	Increased
43	Man Group London, United Kingdom	$365M	-$6.23M	4	1.31%	Reduced
44	Vontobel Holding Zurich, Switzerland	$363M	-$58.3M	1	3.66%	Reduced
45	Alkeon Capital Management New York	$353M	-$33M	1	1.36%	Reduced
46	Two Sigma Advisers New York	$353M	+$82.6M	7	0.98%	Increased
47	Northern Trust Chicago, Illinois	$349M	-$40M	6	0.07%	Reduced
48	Ruane, Cunniff & Goldfarb New York	$336M	-$10.6M	1	5.24%	Reduced
49	AustralianSuper Melbourne, Australia	$328M	+$134M	1	2.18%	Increased
50	American Century Companies Kansas City, Missouri	$324M	+$14.1M	6	0.26%	Increased