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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.37B -$102M 2 1.51% Reduced
27
Franklin Resources
Franklin Resources
California
$1.3B +$61.7M 7 0.4% Increased
28
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.15B +$633M 6 1.01% Increased
29
Artisan Partners
Artisan Partners
Wisconsin
$1.13B +$101M 2 1.69% Increased
30
First Eagle Investment Management
First Eagle Investment Management
New York
$1.13B -$423M 4 2.53% Reduced
31
American Century Companies
American Century Companies
Missouri
$1.11B -$5.72M 7 0.68% Reduced
32
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B -$78.2M 6 0.2% Reduced
33
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.06B -$17M 1 3.94% Reduced
34
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.04B -$25.8M 1 8.46% Reduced
35
Lazard Asset Management
Lazard Asset Management
New York
$1.02B -$65.2M 5 1.27% Reduced
36
Barclays
Barclays
United Kingdom
$1.01B -$111M 7 0.31% Reduced
37
Brown Advisory
Brown Advisory
Maryland
$1B -$61.9M 2 1.31% Reduced
38
Northern Trust
Northern Trust
Illinois
$985M +$94.7M 7 0.17% Increased
39
Ameriprise
Ameriprise
Minnesota
$981M +$43M 7 0.27% Increased
40
Janus Henderson Group
Janus Henderson Group
$975M +$354M 6 0.52% Increased
41
Driehaus Capital Management
Driehaus Capital Management
Illinois
$927M -$53.4M 5 8.96% Reduced
42
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$912M -$169M 1 0.71% Reduced
43
Russell Investments Group
Russell Investments Group
United Kingdom
$878M -$113M 8 1.41% Reduced
44
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$847M +$194M 1 8.99% Increased
45
State Street
State Street
Massachusetts
$842M -$106M 6 0.04% Reduced
46
Nuveen
Nuveen
North Carolina
$833M +$53.7M 6 0.24% Increased
47
Sands Capital Management
Sands Capital Management
Virginia
$831M -$66.5M 1 2.44% Reduced
48
Allspring Global Investments
Allspring Global Investments
North Carolina
$796M -$76.4M 6 1.3% Reduced
49
Invesco
Invesco
Georgia
$795M +$59.2M 7 0.17% Increased
50
Envestnet Asset Management
Envestnet Asset Management
Illinois
$712M +$106M 9 0.25% Increased