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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
Sands Capital Management
Sands Capital Management
Virginia
$2.07B -$712M 1 6.31% Reduced
27
Vanguard Group
Vanguard Group
Pennsylvania
$2.07B -$26.5M 7 0.03% Reduced
28
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.06B +$82.2M 8 0.33% Increased
29
Brown Advisory
Brown Advisory
Maryland
$1.97B -$33.1M 2 2.74% Reduced
30
Wellington Management Group
Wellington Management Group
Massachusetts
$1.91B -$149M 5 0.34% Reduced
31
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$1.9B -$87.8M 1 11.8% Reduced
32
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.85B -$23.9M 7 0.39% Reduced
33
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.83B -$237M 1 5.8% Reduced
34
First Eagle Investment Management
First Eagle Investment Management
New York
$1.81B -$223M 2 3.18% Reduced
35
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.67B +$1.01B 5 1.87% Increased
36
Alkeon Capital Management
Alkeon Capital Management
New York
$1.65B +$51.3M 1 2.62% Increased
37
Ameriprise
Ameriprise
Minnesota
$1.62B -$9.28M 7 0.37% Reduced
38
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.51B -$22.8M 1 4.69% Reduced
39
Viking Global Investors
Viking Global Investors
Connecticut
$1.49B +$285M 1 3.96% Increased
40
ClearBridge Investments
ClearBridge Investments
New York
$1.38B +$41.4M 2 1.1% Increased
41
Wells Fargo
Wells Fargo
California
$1.35B +$73.3M 7 0.25% Increased
42
Lazard Asset Management
Lazard Asset Management
New York
$1.32B -$370M 6 2.24% Reduced
43
Harding Loevner
Harding Loevner
New Jersey
$1.32B -$242M 1 11.6% Reduced
44
Russell Investments Group
Russell Investments Group
United Kingdom
$1.3B -$102M 7 1.42% Reduced
45
Invesco
Invesco
Georgia
$1.24B +$10.8M 7 0.12% Increased
46
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.16B -$93.8M 8 0.35% Reduced
47
Tiger Global Management
Tiger Global Management
New York
$1.13B -$250M 1 3.81% Reduced
48
VOYA Investment Management
VOYA Investment Management
Georgia
$1.07B +$49.2M 5 1.05% Increased
49
Barclays
Barclays
United Kingdom
$1.04B -$614M 7 0.25% Reduced
50
D.E. Shaw & Co
D.E. Shaw & Co
New York
$989M +$294M 6 0.54% Increased
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