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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	MICM Matthews International Capital Management San Francisco, California	$162M	+$163M	1	9.06%	New
27	Ameriprise Minneapolis, Minnesota	$159M	+$160M	6	0.11%	New
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$148M	+$149M	7	0.12%	New
29	Janus Henderson Group London,	$146M	+$146M	1	1.7%	New
30	Invesco Atlanta, Georgia	$139M	+$139M	7	0.06%	New
31	BlackRock Institutional Trust San Francisco, California	$131M	+$130M	7	0.03%	New
32	Macquarie Group Sydney, NSW 2000, Australia	$130M	+$131M	2	0.28%	New
33	UBS AM Chicago, Illinois	$130M	+$131M	5	0.17%	New
34	State Street Boston, Massachusetts	$129M	+$129M	6	0.02%	New
35	Mondrian Investment Partners London, United Kingdom	$127M	+$128M	1	1.94%	New
36	Dimensional Fund Advisors Austin, Texas	$121M	+$120M	6	0.11%	New
37	BlackRock Fund Advisors San Francisco, California	$119M	+$118M	6	0.04%	New
38	Schroder Investment Management Group London, United Kingdom	$118M	+$118M	4	0.31%	New
39	BII Baring International Investment London, United Kingdom	$114M	+$114M	1	4.91%	New
40	AWM Ashmore Wealth Management Wilmington, Delaware	$107M	+$107M	1	2.52%	New
41	AQR Capital Management Greenwich, Connecticut	$106M	+$106M	5	0.38%	New
42	GP GLG Partners London, United Kingdom	$104M	+$104M	1	3.96%	New
43	Scout Investments Kansas City, Missouri	$103M	+$104M	1	1.2%	New
44	Bank of America Charlotte, North Carolina	$96.6M	+$97.1M	7	0.04%	New
45	AllianceBernstein Nashville, Tennessee	$95.9M	+$96.6M	6	0.1%	New
46	Managed Account Advisors Jersey City, New Jersey	$95.4M	+$95.8M	5	0.15%	New
47	WCM Investment Management Laguna Beach, California	$95M	+$95.6M	1	5.13%	New
48	TGA Trilogy Global Advisors Winter Park, Florida	$87.1M	+$87.6M	1	2.02%	New
49	State of New Jersey Common Pension Fund D Trenton, New Jersey	$87.1M	+$87.7M	2	2.81%	New
50	Seizert Capital Partners Birmingham, Michigan	$86.5M	+$83.7M	3	2.35%	New