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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
Northern Trust
Northern Trust
Illinois
$1.4B +$401M 7 0.2% Increased
27
Jennison Associates
Jennison Associates
New York
$1.37B +$567M 3 0.83% Increased
28
Artisan Partners
Artisan Partners
Wisconsin
$1.36B +$44.2M 2 2.04% Increased
29
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.36B -$160M 2 1.3% Reduced
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.29B -$111M 7 0.31% Reduced
31
Alkeon Capital Management
Alkeon Capital Management
New York
$1.21B -$9.68M 1 2.47% Reduced
32
American Century Companies
American Century Companies
Missouri
$1.21B +$27M 6 0.7% Increased
33
Harding Loevner
Harding Loevner
New Jersey
$1.2B -$265M 1 8.11% Reduced
34
Ameriprise
Ameriprise
Minnesota
$1.14B -$108M 7 0.29% Reduced
35
First Eagle Investment Management
First Eagle Investment Management
New York
$1.13B -$49M 4 2.53% Reduced
36
Invesco
Invesco
Georgia
$1.11B +$275M 7 0.21% Increased
37
Lazard Asset Management
Lazard Asset Management
New York
$1.1B +$26.4M 5 1.61% Increased
38
Barclays
Barclays
United Kingdom
$1.08B +$62.4M 7 0.3% Increased
39
Jane Street
Jane Street
New York
$1.07B +$345M 6 0.23% Increased
40
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.03B -$1.02M 1 3.74% Reduced
41
Wellington Management Group
Wellington Management Group
Massachusetts
$973M -$31.3M 5 0.18% Reduced
42
Russell Investments Group
Russell Investments Group
United Kingdom
$959M +$32.3M 7 1.32% Increased
43
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$947M -$648M 4 0.76% Reduced
44
Brown Advisory
Brown Advisory
Maryland
$939M -$70.7M 2 1.19% Reduced
45
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$917M -$58.3M 1 8.59% Reduced
46
Nuveen
Nuveen
North Carolina
$890M +$75.6M 6 0.25% Increased
47
Sands Capital Management
Sands Capital Management
Virginia
$869M -$54.7M 1 2.57% Reduced
48
Allspring Global Investments
Allspring Global Investments
North Carolina
$869M -$26.6M 5 1.39% Reduced
49
ClearBridge Investments
ClearBridge Investments
New York
$851M -$120M 2 0.69% Reduced
50
Envestnet Asset Management
Envestnet Asset Management
Illinois
$810M -$23.1M 9 0.26% Reduced
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