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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
State Street
State Street
Massachusetts
$784M -$26.4M 7 0.04% Reduced
27
Lazard Asset Management
Lazard Asset Management
New York
$749M +$13.5M 4 0.95% Increased
28
Franklin Resources
Franklin Resources
California
$738M -$73M 6 0.35% Reduced
29
Lone Pine Capital
Lone Pine Capital
Connecticut
$723M -$81.3M 1 6.25% Reduced
30
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$719M -$39M 6 0.75% Reduced
31
UBS Group
UBS Group
Switzerland
$716M +$75.3M 8 0.21% Increased
32
GQG Partners
GQG Partners
Florida
$710M +$27.6M 1 1.5% Increased
33
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$707M -$4.53M 1 0.56% Reduced
34
American Century Companies
American Century Companies
Missouri
$701M +$48M 7 0.48% Increased
35
Brown Advisory
Brown Advisory
Maryland
$693M +$88.7M 2 0.97% Increased
36
Barclays
Barclays
United Kingdom
$647M +$109M 7 0.24% Increased
37
Russell Investments Group
Russell Investments Group
United Kingdom
$644M +$9.56M 8 1.15% Increased
38
Alkeon Capital Management
Alkeon Capital Management
New York
$611M -$11.3M 1 1.36% Reduced
39
Driehaus Capital Management
Driehaus Capital Management
Illinois
$607M +$117M 4 7.31% Increased
40
Northern Trust
Northern Trust
Illinois
$600M +$24.5M 6 0.11% Increased
41
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$599M +$549M 1 2.54% New
42
Allspring Global Investments
Allspring Global Investments
North Carolina
$597M +$29.9M 5 0.99% Increased
43
Man Group
Man Group
United Kingdom
$584M +$534M 4 1.63% New
44
Sands Capital Management
Sands Capital Management
Virginia
$582M -$8.71M 1 1.77% Reduced
45
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$541M +$38.3M 1 5.82% Increased
46
Invesco
Invesco
Georgia
$503M -$106M 7 0.12% Reduced
47
Nuveen
Nuveen
North Carolina
$458M +$70.7M 6 0.15% Increased
48
Axiom Investors
Axiom Investors
Connecticut
$453M +$74.9M 2 4.44% Increased
49
AllianceBernstein
AllianceBernstein
Tennessee
$444M +$9.34M 6 0.17% Increased
50
Fidelity International
Fidelity International
Bermuda
$442M -$5.46M 1 0.46% Reduced