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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	Dimensional Fund Advisors Austin, Texas	$165M	+$7.87M	6	0.13%	Increased
27	Franklin Resources San Mateo, California	$159M	+$1.46M	2	0.08%	Increased
28	MICM Matthews International Capital Management San Francisco, California	$158M	+$1.23M	1	7.97%	Increased
29	Invesco Atlanta, Georgia	$158M	+$12.9M	7	0.06%	Increased
30	Ameriprise Minneapolis, Minnesota	$157M	-$13.9M	6	0.1%	Reduced
31	Credit Suisse Zurich, Switzerland	$150M	-$22.1M	8	0.14%	Reduced
32	Acadian Asset Management Boston, Massachusetts	$147M	-$3.09M	5	0.82%	Reduced
33	State Street Boston, Massachusetts	$144M	-$9.85M	6	0.02%	Reduced
34	WCM Investment Management Laguna Beach, California	$137M	+$45.6M	1	4.94%	Increased
35	BlackRock Fund Advisors San Francisco, California	$134M	+$1.19M	6	0.04%	Increased
36	Macquarie Group Sydney, NSW 2000, Australia	$133M	+$2.47M	2	0.24%	Increased
37	UBS AM Chicago, Illinois	$133M	-$13.3M	6	0.15%	Reduced
38	Janus Henderson Group London,	$132M	+$9.73M	1	1.33%	Increased
39	Mondrian Investment Partners London, United Kingdom	$130M	+$4.85M	1	1.82%	Increased
40	Northern Trust Chicago, Illinois	$124M	+$35M	6	0.04%	Increased
41	Managed Account Advisors Jersey City, New Jersey	$119M	+$9.4M	5	0.16%	Increased
42	BlackRock Institutional Trust San Francisco, California	$110M	+$8.79M	6	0.02%	Increased
43	ING Group Amsterdam, Netherlands	$102M	-$101M	1	0.51%	Reduced
44	AWM Ashmore Wealth Management Wilmington, Delaware	$102M	$0	1	1.99%	Maintained
45	EARNEST Partners Atlanta, Georgia	$101M	+$103M	1	0.81%	New
46	State of New Jersey Common Pension Fund D Trenton, New Jersey	$98.2M	+$6.14M	2	2.75%	Increased
47	Scout Investments Kansas City, Missouri	$98M	-$439K	1	1.13%	Reduced
48	Starboard Value New York	$92.6M	$0	1	4.59%	Maintained
49	Frontier Capital Management Boston, Massachusetts	$89.9M	+$1.15M	2	0.67%	Increased
50	BII Baring International Investment London, United Kingdom	$83.7M	-$22.5M	1	4.56%	Reduced