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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	Arrowstreet Capital Boston, Massachusetts	$284M	-$200M	6	1.2%	Reduced
27	Wellington Management Group Boston, Massachusetts	$239M	+$49.6M	5	0.06%	Increased
28	Renaissance Technologies New York	$239M	+$37.6M	8	0.45%	Increased
29	Capital Guardian Trust Los Angeles, California	$230M	-$75.1K	1	1.77%	Reduced
30	Northern Trust Chicago, Illinois	$225M	+$508K	6	0.07%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$221M	-$33.4M	7	0.17%	Reduced
32	Fiera Capital (Canada) Montreal, Quebec, Canada	$210M	+$7.13M	1	1.54%	Increased
33	Allianz Asset Management Munich, Germany	$209M	-$8.13M	3	0.24%	Reduced
34	BlackRock Fund Advisors San Francisco, California	$194M	-$797K	5	0.04%	Reduced
35	State Street Boston, Massachusetts	$189M	-$13.7M	7	0.02%	Reduced
36	Axiom Investors Greenwich, Connecticut	$187M	+$17.8M	1	5.8%	Increased
37	Comgest Global Investors Paris, France	$169M	+$3.52M	1	5.77%	Increased
38	Mondrian Investment Partners London, United Kingdom	$169M	-$7.57M	1	3.76%	Reduced
39	Epoch Investment Partners New York	$168M	-$324K	1	0.63%	Reduced
40	MICM Matthews International Capital Management San Francisco, California	$161M	-$5.13M	1	7.14%	Reduced
41	D.E. Shaw & Co New York	$160M	+$37.9M	7	0.29%	Increased
42	Causeway Capital Management Los Angeles, California	$152M	+$37.9M	1	3.51%	Increased
43	JSP Jackson Square Partners Larkspur, California	$149M	-$17.2M	1	0.6%	Reduced
44	Credit Suisse Zurich, Switzerland	$144M	+$14.5M	6	0.17%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$144M	-$35.4M	6	0.09%	Reduced
46	Macquarie Group Sydney, NSW 2000, Australia	$136M	-$7.36M	2	0.28%	Reduced
47	Franklin Resources San Mateo, California	$128M	-$10.4M	2	0.07%	Reduced
48	Hermes Investment Management London Uk, United Kingdom	$128M	+$23.8M	1	2.69%	Increased
49	BlackRock Institutional Trust San Francisco, California	$127M	+$3.9M	6	0.02%	Increased
50	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$122M	-$31.5M	3	0.46%	Reduced