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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	T. Rowe Price Associates Baltimore, Maryland	$893M	+$53.9M	5	0.12%	Increased
27	Ameriprise Minneapolis, Minnesota	$802M	+$1.46M	6	0.25%	Increased
28	State Street Boston, Massachusetts	$795M	-$34.2M	7	0.04%	Reduced
29	Franklin Resources San Mateo, California	$757M	+$32.5M	6	0.36%	Increased
30	AQR Capital Management Greenwich, Connecticut	$708M	-$115M	6	1.5%	Reduced
31	Baillie Gifford & Co Edinburgh, United Kingdom	$702M	-$12.5M	1	0.6%	Reduced
32	Coatue Management New York	$682M	+$79.8M	1	3.34%	Increased
33	Quilter Plc London, United Kingdom	$668M	+$3.8M	1	2.59%	Increased
34	Lone Pine Capital Greenwich, Connecticut	$647M	-$165M	1	5.93%	Reduced
35	Allspring Global Investments Charlotte, North Carolina	$630M	-$16.3M	6	1.01%	Reduced
36	Russell Investments Group London, United Kingdom	$627M	-$11M	7	1.21%	Reduced
37	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$617M	+$103M	1	11.89%	Increased
38	Alkeon Capital Management New York	$605M	-$77M	1	1.06%	Reduced
39	Orbis Allan Gray Hamilton, Bermuda	$602M	-$50.2M	1	4.31%	Reduced
40	Sands Capital Management Arlington, Virginia	$587M	-$1,000K	1	1.82%	Reduced
41	VOYA Investment Management Atlanta, Georgia	$582M	+$155M	5	0.6%	Increased
42	Man Group London, United Kingdom	$559M	+$514M	6	1.72%	New
43	Brown Advisory Baltimore, Maryland	$543M	-$35.6M	2	0.85%	Reduced
44	Invesco Atlanta, Georgia	$506M	+$50.4M	7	0.13%	Increased
45	Barclays London, United Kingdom	$500M	+$65.6M	7	0.32%	Increased
46	American Century Companies Kansas City, Missouri	$477M	+$4.83M	6	0.36%	Increased
47	AllianceBernstein Nashville, Tennessee	$464M	+$44.3M	5	0.19%	Increased
48	Fidelity International Hamilton, Bermuda	$460M	-$153M	1	0.52%	Reduced
49	UBS Group Zurich, Switzerland	$452M	-$77.3M	7	0.15%	Reduced
50	Ruane, Cunniff & Goldfarb New York	$436M	-$7.16M	1	6.88%	Reduced