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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
226	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$84.6M	-$3.19M	3	0.06%	Reduced
227	Capital International Inc Los Angeles, California	$84M	-$4.54M	1	1.02%	Reduced
228	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$83.4M	+$50.2M	1	0.52%	Increased
229	LPU Lansdowne Partners (UK) London, United Kingdom	$82.7M	-$226M	1	11.71%	Reduced
230	Parnassus Investments San Francisco, California	$80.9M	+$230K	1	0.19%	Increased
231	Cookson Peirce & Co Pittsburgh, Pennsylvania	$80.4M	-$440K	1	4.04%	Reduced
232	Bank Julius Baer & Co Zurich, Switzerland	$80.2M	-$11.4M	2	0.26%	Reduced
233	Simplex Trading Chicago, Illinois	$80.1M	+$86.4M	3	0.05%	Increased
234	BWC Blue Whale Capital London, United Kingdom	$77.9M	-$33.4M	1	6.3%	Reduced
235	Aberdeen Group Edinburgh, United Kingdom	$77.4M	+$9.91M	3	0.15%	Increased
236	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$77M	+$3.08M	2	1.84%	Increased
237	CIBC Private Wealth Group Atlanta, Georgia	$75.8M	+$16.2M	5	0.16%	Increased
238	Handelsbanken Fonder Stockholm, Sweden	$75.5M	-$59.4M	5	0.31%	Reduced
239	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$74.8M	+$25.4M	1	0.19%	Increased
240	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$74.3M	-$18.8M	3	0.32%	Reduced
241	PO PBCay One Dubai, United Arab Emirates	$74.1M	+$86.7M	1	5.7%	New
242	SH Spear Holdings Dubai, United Arab Emirates	$74.1M	+$86.7M	1	5.7%	New
243	Oversea-Chinese Banking Corp (OCBC) Singapore	$73.9M	+$5.82M	2	2.1%	Increased
244	NOSC North of South Capital London, United Kingdom	$73.2M	-$14.7M	1	8.17%	Reduced
245	Squarepoint New York	$71.9M	-$16.3M	6	0.09%	Reduced
246	MML Investors Services Springfield, Massachusetts	$71.2M	+$4.78M	3	0.24%	Increased
247	SA Situational Awareness San Francisco, California	$71.2M	+$98.8M	1	7.08%	New
248	Walleye Trading New York	$71.2M	+$49.2M	1	0.16%	Increased
249	Walleye Capital New York	$71M	+$25.4M	5	0.32%	Increased
250	MC Maplelane Capital New York	$70.9M	+$54.7M	1	2.93%	Increased