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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	Invesco Atlanta, Georgia	$202M	-$6.52M	8	0.08%	Reduced
27	Credit Suisse Zurich, Switzerland	$186M	+$98.4M	8	0.15%	Increased
28	TGA Trilogy Global Advisors Winter Park, Florida	$181M	-$43M	1	3.84%	Reduced
29	MICM Matthews International Capital Management San Francisco, California	$179M	+$597K	1	8.3%	Increased
30	MAM Marketfield Asset Management New York	$174M	-$42.8M	1	1.64%	Reduced
31	BlackRock Fund Advisors San Francisco, California	$154M	+$978K	6	0.04%	Increased
32	Northern Trust Chicago, Illinois	$153M	-$14.7M	6	0.05%	Reduced
33	State Street Boston, Massachusetts	$153M	+$14.4M	7	0.02%	Increased
34	Bank of America Charlotte, North Carolina	$148M	+$30.3M	8	0.05%	Increased
35	Franklin Resources San Mateo, California	$145M	-$27.3M	2	0.07%	Reduced
36	Managed Account Advisors Jersey City, New Jersey	$143M	-$7.49M	4	0.16%	Reduced
37	Mondrian Investment Partners London, United Kingdom	$141M	-$3.22M	1	1.96%	Reduced
38	Janus Henderson Group London,	$138M	-$19.6M	1	1.3%	Reduced
39	Allianz Asset Management Munich, Germany	$137M	-$59.7M	4	0.17%	Reduced
40	Ameriprise Minneapolis, Minnesota	$132M	-$4.29M	6	0.08%	Reduced
41	Starboard Value New York	$126M	$0	1	4.38%	Maintained
42	Axiom Investors Greenwich, Connecticut	$123M	+$38.2M	1	3.04%	Increased
43	State of New Jersey Common Pension Fund D Trenton, New Jersey	$119M	-$1.05M	2	0.47%	Reduced
44	UBS AM Chicago, Illinois	$118M	-$31.6M	6	0.12%	Reduced
45	AWM Ashmore Wealth Management Wilmington, Delaware	$118M	$0	1	2.36%	Maintained
46	Sanders Capital West Palm Beach, Florida	$111M	+$115M	1	1.19%	New
47	Macquarie Group Sydney, NSW 2000, Australia	$111M	+$5.9M	1	0.24%	Increased
48	Frontier Capital Management Boston, Massachusetts	$111M	-$3.97M	2	0.89%	Reduced
49	AQR Capital Management Greenwich, Connecticut	$108M	-$68.7M	5	0.3%	Reduced
50	EARNEST Partners Atlanta, Georgia	$108M	+$1.43M	1	0.9%	Increased