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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	Northern Trust Chicago, Illinois	$245M	+$131K	6	0.08%	Increased
27	Renaissance Technologies New York	$227M	-$14.7M	8	0.43%	Reduced
28	Capital Guardian Trust Los Angeles, California	$226M	-$3.66M	1	1.74%	Reduced
29	Acadian Asset Management Boston, Massachusetts	$226M	-$208M	5	1.15%	Reduced
30	Axiom Investors Greenwich, Connecticut	$224M	+$35.5M	2	6.5%	Increased
31	Fiera Capital (Canada) Montreal, Quebec, Canada	$222M	+$11.6M	3	1.24%	Increased
32	Royal Bank of Canada Toronto, Ontario, Canada	$222M	+$74.3M	6	0.13%	Increased
33	Wellington Management Group Boston, Massachusetts	$208M	-$29.7M	5	0.05%	Reduced
34	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$201M	+$75.2M	3	0.83%	Increased
35	BlackRock Fund Advisors San Francisco, California	$195M	-$6.88M	5	0.04%	Reduced
36	Mondrian Investment Partners London, United Kingdom	$185M	+$14.7M	1	4.37%	Increased
37	Epoch Investment Partners New York	$171M	+$2.33M	1	0.64%	Increased
38	Comgest Global Investors Paris, France	$169M	-$621K	1	5.14%	Reduced
39	Janus Henderson Group London,	$161M	+$44.4M	1	1.34%	Increased
40	MICM Matthews International Capital Management San Francisco, California	$161M	-$230K	1	7.03%	Reduced
41	JSP Jackson Square Partners Larkspur, California	$158M	+$3.04M	1	0.66%	Increased
42	Allianz Asset Management Munich, Germany	$156M	-$49.9M	3	0.17%	Reduced
43	Causeway Capital Management Los Angeles, California	$152M	-$414K	1	3.25%	Reduced
44	State Street Boston, Massachusetts	$142M	-$45.9M	7	0.02%	Reduced
45	Capital International Investors Los Angeles, California	$142M	+$48.1M	1	0.21%	Increased
46	Macquarie Group Sydney, NSW 2000, Australia	$138M	+$757K	2	0.27%	Increased
47	UBS AM Chicago, Illinois	$138M	+$29.7M	5	0.16%	Increased
48	Franklin Resources San Mateo, California	$134M	-$6.46M	2	0.07%	Reduced
49	Hermes Investment Management London Uk, United Kingdom	$131M	+$2.22M	1	2.64%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$125M	-$93M	7	0.09%	Reduced