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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	$240M	+$14.8M	8	0.09%	Increased
27	Goldman Sachs New York	$207M	-$76.3M	6	0.07%	Reduced
28	Axiom Investors Greenwich, Connecticut	$207M	+$69M	1	5.11%	Increased
29	State Street Boston, Massachusetts	$202M	+$29.8M	7	0.02%	Increased
30	TGA Trilogy Global Advisors Winter Park, Florida	$200M	-$1.39M	1	4.14%	Reduced
31	MICM Matthews International Capital Management San Francisco, California	$197M	-$1.15M	1	8.19%	Reduced
32	BlackRock Fund Advisors San Francisco, California	$196M	+$15.2M	5	0.05%	Increased
33	Sanders Capital West Palm Beach, Florida	$193M	+$68M	1	1.91%	Increased
34	AQR Capital Management Greenwich, Connecticut	$190M	+$69.1M	3	0.4%	Increased
35	Ameriprise Minneapolis, Minnesota	$176M	+$30.1M	6	0.1%	Increased
36	Credit Suisse Zurich, Switzerland	$174M	-$31.2M	8	0.15%	Reduced
37	Northern Trust Chicago, Illinois	$167M	+$494K	6	0.05%	Increased
38	Bank of America Charlotte, North Carolina	$166M	+$674K	8	0.06%	Increased
39	Franklin Resources San Mateo, California	$162M	+$188K	2	0.07%	Increased
40	Managed Account Advisors Jersey City, New Jersey	$156M	-$4.33M	5	0.15%	Reduced
41	Allianz Asset Management Munich, Germany	$155M	+$6.91M	4	0.17%	Increased
42	Mondrian Investment Partners London, United Kingdom	$154M	-$2.02M	1	2.48%	Reduced
43	Comgest Global Investors Paris, France	$151M	+$147M	1	4.61%	New
44	Janus Henderson Group London,	$151M	-$2.18M	1	1.09%	Reduced
45	UBS AM Chicago, Illinois	$148M	+$16.3M	5	0.14%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$136M	+$46.9M	7	0.08%	Increased
47	Starboard Value New York	$134M	-$31.2M	1	3.04%	Reduced
48	Frontier Capital Management Boston, Massachusetts	$133M	-$6.99M	2	0.98%	Reduced
49	AWM Ashmore Wealth Management Wilmington, Delaware	$131M	$0	1	2.55%	Maintained
50	Royal Bank of Canada Toronto, Ontario, Canada	$130M	+$31.8M	5	0.08%	Increased