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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	$153M	+$3.02M	1	7.8%	Increased
27	Franklin Resources San Mateo, California	$152M	-$6.45M	2	0.08%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$150M	+$11.5M	7	0.11%	Increased
29	State Street Boston, Massachusetts	$146M	+$22.6M	6	0.02%	Increased
30	UBS AM Chicago, Illinois	$141M	+$21.1M	6	0.17%	Increased
31	Acadian Asset Management Boston, Massachusetts	$141M	-$218M	4	0.91%	Reduced
32	Invesco Atlanta, Georgia	$140M	+$10.5M	7	0.06%	Increased
33	Dimensional Fund Advisors Austin, Texas	$139M	+$17.6M	6	0.12%	Increased
34	Bank of America Charlotte, North Carolina	$136M	+$46.7M	7	0.05%	Increased
35	Macquarie Group Sydney, NSW 2000, Australia	$126M	+$5.69M	2	0.25%	Increased
36	Mondrian Investment Partners London, United Kingdom	$122M	+$4.03M	1	1.8%	Increased
37	BlackRock Fund Advisors San Francisco, California	$120M	+$3.27M	6	0.04%	Increased
38	Janus Henderson Group London,	$119M	-$15.1M	1	1.31%	Reduced
39	GLG Inc New York	$113M	+$97.5M	1	2.22%	Increased
40	Managed Account Advisors Jersey City, New Jersey	$106M	+$16.5M	5	0.16%	Increased
41	BII Baring International Investment London, United Kingdom	$103M	-$2.48M	1	4.58%	Reduced
42	AWM Ashmore Wealth Management Wilmington, Delaware	$99M	$0	1	2.16%	Maintained
43	Scout Investments Kansas City, Missouri	$95.7M	-$4.72K	1	0.67%	Reduced
44	Starboard Value New York	$90.9M	+$12.5M	1	7.3%	Increased
45	WCM Investment Management Laguna Beach, California	$90.3M	+$1.78M	1	4.72%	Increased
46	State of New Jersey Common Pension Fund D Trenton, New Jersey	$89.8M	+$7.81M	2	2.75%	Increased
47	BlackRock Institutional Trust San Francisco, California	$87.4M	-$39.8M	7	0.02%	Reduced
48	AG Ashmore Group London, United Kingdom	$86.5M	+$10.4M	1	11.12%	Increased
49	Frontier Capital Management Boston, Massachusetts	$84.4M	+$6.34M	2	0.65%	Increased
50	Northern Trust Chicago, Illinois	$82M	+$3.45M	6	0.03%	Increased