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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	Axiom Investors Greenwich, Connecticut	$304M	+$39.5M	2	8.51%	Increased
27	Northern Trust Chicago, Illinois	$301M	+$4.26M	6	0.09%	Increased
28	Renaissance Technologies New York	$285M	+$9.19M	8	0.5%	Increased
29	Royal Bank of Canada Toronto, Ontario, Canada	$282M	+$21.9M	7	0.16%	Increased
30	Fiera Capital (Canada) Montreal, Quebec, Canada	$259M	+$78.2K	3	1.44%	Increased
31	Wellington Management Group Boston, Massachusetts	$258M	+$12.7M	6	0.06%	Increased
32	Capital Guardian Trust Los Angeles, California	$258M	-$5.9M	1	1.94%	Reduced
33	BlackRock Fund Advisors San Francisco, California	$255M	+$16.6M	5	0.05%	Increased
34	Mondrian Investment Partners London, United Kingdom	$207M	-$8.5M	1	5.06%	Reduced
35	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$205M	-$27.4M	3	0.97%	Reduced
36	Causeway Capital Management Los Angeles, California	$203M	+$22.7M	1	3.73%	Increased
37	Epoch Investment Partners New York	$202M	+$3.3M	1	0.75%	Increased
38	Comgest Global Investors Paris, France	$194M	-$2.91M	1	5.78%	Reduced
39	Acadian Asset Management Boston, Massachusetts	$194M	-$64.1M	4	0.96%	Reduced
40	Goldman Sachs New York	$185M	+$45.3M	8	0.06%	Increased
41	UBS AM Chicago, Illinois	$180M	+$18M	5	0.19%	Increased
42	State Street Boston, Massachusetts	$175M	+$1.76M	7	0.02%	Increased
43	Capital International Investors Los Angeles, California	$166M	+$680K	1	0.24%	Increased
44	UBS Group Zurich, Switzerland	$160M	+$78.6M	8	0.1%	Increased
45	Franklin Resources San Mateo, California	$155M	+$2.65M	2	0.08%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$155M	+$9.2M	7	0.11%	Increased
47	Macquarie Group Sydney, NSW 2000, Australia	$154M	-$6.18M	2	0.3%	Reduced
48	Allianz Asset Management Munich, Germany	$153M	-$26.7M	4	0.15%	Reduced
49	MICM Matthews International Capital Management San Francisco, California	$151M	-$34.2M	1	6.21%	Reduced
50	Sarasin & Partners London, United Kingdom	$148M	+$63.3M	1	2.33%	Increased