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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	Allianz Asset Management Munich, Germany	$200M	+$8.34M	4	0.24%	Increased
27	Dimensional Fund Advisors Austin, Texas	$182M	+$5.44M	6	0.14%	Increased
28	Franklin Resources San Mateo, California	$176M	-$2.17M	2	0.08%	Reduced
29	MICM Matthews International Capital Management San Francisco, California	$176M	-$5.69M	1	9.79%	Reduced
30	Janus Henderson Group London,	$171M	+$17.4M	1	1.66%	Increased
31	WCM Investment Management Laguna Beach, California	$167M	+$8.25M	1	5.96%	Increased
32	UBS AM Chicago, Illinois	$160M	+$7.27M	6	0.17%	Increased
33	Northern Trust Chicago, Illinois	$158M	+$16.5M	6	0.05%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$153M	-$46.2M	7	0.11%	Reduced
35	Managed Account Advisors Jersey City, New Jersey	$147M	+$9M	5	0.19%	Increased
36	BlackRock Fund Advisors San Francisco, California	$147M	+$1.2M	6	0.04%	Increased
37	Mondrian Investment Partners London, United Kingdom	$145M	-$3.73M	1	2.13%	Reduced
38	State Street Boston, Massachusetts	$145M	-$16.8M	6	0.02%	Reduced
39	Macquarie Group Sydney, NSW 2000, Australia	$142M	-$9.58M	2	0.25%	Reduced
40	Ameriprise Minneapolis, Minnesota	$141M	-$28.1M	6	0.08%	Reduced
41	Morgan Stanley New York	$135M	-$286M	8	0.06%	Reduced
42	DCM Dupont Capital Management Wilmington, Delaware	$132M	+$113M	3	2.12%	Increased
43	BlackRock Institutional Trust San Francisco, California	$125M	+$4.01M	5	0.02%	Increased
44	State of New Jersey Common Pension Fund D Trenton, New Jersey	$120M	+$6.87M	2	3.79%	Increased
45	AWM Ashmore Wealth Management Wilmington, Delaware	$117M	$0	1	2.33%	Maintained
46	Scout Investments Kansas City, Missouri	$113M	+$321K	1	1.29%	Increased
47	Credit Suisse Zurich, Switzerland	$113M	-$52.6M	7	0.11%	Reduced
48	Starboard Value New York	$112M	+$1.03M	1	6.14%	Increased
49	AC Amici Capital New York	$110M	+$15.6M	1	3.6%	Increased
50	American Century Companies Kansas City, Missouri	$105M	+$27M	3	0.12%	Increased