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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	Lone Pine Capital Greenwich, Connecticut	$761M	-$198M	1	7.05%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$757M	-$4.21M	5	0.11%	Reduced
28	State Street Boston, Massachusetts	$720M	-$31.8M	7	0.04%	Reduced
29	Ameriprise Minneapolis, Minnesota	$704M	-$16.9M	6	0.23%	Reduced
30	Baillie Gifford & Co Edinburgh, United Kingdom	$660M	-$29.6M	4	0.6%	Reduced
31	Lazard Asset Management New York	$645M	+$29.6M	3	0.85%	Increased
32	Franklin Resources San Mateo, California	$636M	+$42.1M	5	0.32%	Increased
33	Alkeon Capital Management New York	$635M	+$187M	1	1.4%	Increased
34	Quilter Plc London, United Kingdom	$628M	+$3.7M	1	2.41%	Increased
35	Orbis Allan Gray Hamilton, Bermuda	$605M	+$5.19M	1	4.76%	Increased
36	Allspring Global Investments Charlotte, North Carolina	$596M	-$10.3M	6	0.99%	Reduced
37	Russell Investments Group London, United Kingdom	$587M	+$44M	6	1.15%	Increased
38	Fidelity International Hamilton, Bermuda	$577M	+$48M	1	0.66%	Increased
39	Susquehanna International Group Bala Cynwyd, Pennsylvania	$576M	+$307M	7	0.12%	Increased
40	Coatue Management New York	$549M	+$530M	1	3.65%	New
41	Sands Capital Management Arlington, Virginia	$542M	-$5.76M	1	1.79%	Reduced
42	Brown Advisory Baltimore, Maryland	$527M	+$21.4M	2	0.89%	Increased
43	Macquarie Group Sydney, NSW 2000, Australia	$518M	+$407M	3	0.61%	Increased
44	Man Group London, United Kingdom	$512M	-$439M	0	–	Closed
45	UBS Group Zurich, Switzerland	$501M	-$315M	8	0.18%	Reduced
46	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$465M	+$154M	1	9.95%	Increased
47	Vontobel Holding Zurich, Switzerland	$434M	-$27.2M	1	4.04%	Reduced
48	Northern Trust Chicago, Illinois	$432M	+$7.26M	6	0.09%	Increased
49	American Century Companies Kansas City, Missouri	$421M	+$27.5M	6	0.33%	Increased
50	Ruane, Cunniff & Goldfarb New York	$409M	-$9.28M	1	6.69%	Reduced