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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	State Street Boston, Massachusetts	$253M	+$35.4M	7	0.03%	Increased
27	Axiom Investors Greenwich, Connecticut	$251M	+$34M	1	6.79%	Increased
28	Invesco Atlanta, Georgia	$244M	-$9.12M	7	0.09%	Reduced
29	Bank of America Charlotte, North Carolina	$235M	+$57.6M	8	0.08%	Increased
30	Ameriprise Minneapolis, Minnesota	$225M	+$38.6M	6	0.13%	Increased
31	BlackRock Fund Advisors San Francisco, California	$223M	+$5.92M	5	0.05%	Increased
32	Northern Trust Chicago, Illinois	$208M	+$26.9M	6	0.06%	Increased
33	BlackRock Institutional Trust San Francisco, California	$197M	+$53.9M	6	0.03%	Increased
34	MICM Matthews International Capital Management San Francisco, California	$197M	-$9.75M	1	6.88%	Reduced
35	Credit Suisse Zurich, Switzerland	$190M	+$6.61M	7	0.19%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$186M	+$42.2M	7	0.12%	Increased
37	TGA Trilogy Global Advisors Winter Park, Florida	$184M	-$26.1M	1	3.94%	Reduced
38	Franklin Resources San Mateo, California	$167M	-$424K	2	0.08%	Reduced
39	Thornburg Investment Management Santa Fe, New Mexico	$167M	-$159M	1	0.93%	Reduced
40	Comgest Global Investors Paris, France	$164M	+$5.97M	1	5.13%	Increased
41	Managed Account Advisors Jersey City, New Jersey	$160M	-$7.03M	6	0.14%	Reduced
42	Mondrian Investment Partners London, United Kingdom	$147M	-$14.5M	1	2.4%	Reduced
43	Allianz Asset Management Munich, Germany	$145M	-$18.2M	5	0.17%	Reduced
44	Royal Bank of Canada Toronto, Ontario, Canada	$140M	+$3.27M	6	0.1%	Increased
45	State of New Jersey Common Pension Fund D Trenton, New Jersey	$131M	+$183K	2	0.51%	Increased
46	Macquarie Group Sydney, NSW 2000, Australia	$131M	+$788K	1	0.26%	Increased
47	Capital Guardian Trust Los Angeles, California	$127M	+$71.7M	1	0.94%	Increased
48	EARNEST Partners Atlanta, Georgia	$126M	-$6.56M	2	1.08%	Reduced
49	Causeway Capital Management Los Angeles, California	$125M	+$42.8M	2	3.26%	Increased
50	Goldman Sachs New York	$122M	-$96.3M	7	0.04%	Reduced