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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	MAM Marketfield Asset Management New York	$232M	+$219M	1	1.84%	New
27	Invesco Atlanta, Georgia	$221M	+$2.98M	8	0.09%	Increased
28	Allianz Asset Management Munich, Germany	$210M	-$8.74M	4	0.26%	Reduced
29	AQR Capital Management Greenwich, Connecticut	$193M	+$81M	4	0.52%	Increased
30	MICM Matthews International Capital Management San Francisco, California	$189M	+$1.13M	1	10.53%	Increased
31	Franklin Resources San Mateo, California	$187M	-$612K	2	0.08%	Reduced
32	Northern Trust Chicago, Illinois	$179M	+$3.57M	6	0.06%	Increased
33	Janus Henderson Group London,	$166M	-$15.8M	1	1.55%	Reduced
34	UBS AM Chicago, Illinois	$158M	-$12.9M	6	0.16%	Reduced
35	Managed Account Advisors Jersey City, New Jersey	$158M	+$488K	4	0.19%	Increased
36	Mondrian Investment Partners London, United Kingdom	$152M	-$2.66M	1	2.14%	Reduced
37	BlackRock Fund Advisors San Francisco, California	$152M	-$3.62M	6	0.04%	Reduced
38	State Street Boston, Massachusetts	$145M	-$12.2M	6	0.02%	Reduced
39	Ameriprise Minneapolis, Minnesota	$141M	-$11.2M	6	0.08%	Reduced
40	SCM Segantii Capital Management Hong Kong	$140M	-$185M	1	53.83%	Reduced
41	Fiera Capital (Canada) Montreal, Quebec, Canada	$128M	+$25.2M	1	0.66%	Increased
42	State of New Jersey Common Pension Fund D Trenton, New Jersey	$127M	-$2.4M	2	0.51%	Reduced
43	AWM Ashmore Wealth Management Wilmington, Delaware	$125M	$0	1	2.41%	Maintained
44	BlackRock Institutional Trust San Francisco, California	$123M	-$26M	5	0.02%	Reduced
45	Bank of America Charlotte, North Carolina	$121M	+$14.5M	8	0.04%	Increased
46	DCM Dupont Capital Management Wilmington, Delaware	$117M	-$22.5M	3	1.92%	Reduced
47	EARNEST Partners Atlanta, Georgia	$117M	-$3.37M	1	0.93%	Reduced
48	Macquarie Group Sydney, NSW 2000, Australia	$112M	-$38.5M	1	0.25%	Reduced
49	AllianceBernstein Nashville, Tennessee	$111M	+$13.4M	6	0.09%	Increased
50	Goldman Sachs New York	$110M	-$2.58M	7	0.03%	Reduced