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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	Wellington Management Group Boston, Massachusetts	$402M	-$35M	5	0.09%	Reduced
27	Aberdeen Asset Management Aberdeen, United Kingdom	$396M	-$6.56M	1	1.32%	Reduced
28	Fiera Capital (Canada) Montreal, Quebec, Canada	$354M	+$16.1M	2	1.73%	Increased
29	Northern Trust Chicago, Illinois	$337M	+$13.6M	6	0.09%	Increased
30	Royal Bank of Canada Toronto, Ontario, Canada	$334M	-$1.24M	6	0.17%	Reduced
31	UBS Group Zurich, Switzerland	$314M	+$80.1M	7	0.16%	Increased
32	Janus Henderson Group London,	$313M	+$200M	2	0.21%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$310M	+$118M	8	0.22%	Increased
34	Axiom Investors Greenwich, Connecticut	$295M	-$24.7M	1	7.07%	Reduced
35	Goldman Sachs New York	$256M	+$43.1M	6	0.07%	Increased
36	Mondrian Investment Partners London, United Kingdom	$250M	+$9.51M	1	7.14%	Increased
37	CBT Capital Bank & Trust Irvine, California	$224M	+$222M	1	2.94%	New
38	Causeway Capital Management Los Angeles, California	$220M	-$16.4M	1	2.73%	Reduced
39	Hermes Investment Management London Uk, United Kingdom	$211M	+$4.75M	1	3.44%	Increased
40	Renaissance Technologies New York	$210M	-$81.1M	7	0.27%	Reduced
41	Franklin Resources San Mateo, California	$201M	-$14.7M	3	0.1%	Reduced
42	State Street Boston, Massachusetts	$201M	-$11.5M	7	0.02%	Reduced
43	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$193M	-$74M	5	1.07%	Reduced
44	Capital International Investors Los Angeles, California	$190M	+$270K	1	0.25%	Increased
45	Charles Schwab San Francisco, California	$184M	+$25.5M	5	0.17%	Increased
46	Comgest Global Investors Paris, France	$176M	-$124K	1	4.36%	Reduced
47	State of New Jersey Common Pension Fund D Trenton, New Jersey	$175M	+$21.1M	4	0.72%	Increased
48	UBS AM Chicago, Illinois	$175M	-$20.5M	5	0.17%	Reduced
49	Sarasin & Partners London, United Kingdom	$163M	+$310K	1	3.19%	Increased
50	Principal Financial Group Des Moines, Iowa	$161M	+$99.1M	5	0.16%	Increased