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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	Aberdeen Group Edinburgh, United Kingdom	$427M	+$415M	1	0.78%	New
27	Wellington Management Group Boston, Massachusetts	$403M	-$27.4M	5	0.09%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$367M	+$7.78M	6	0.18%	Increased
29	Northern Trust Chicago, Illinois	$366M	+$8.38M	6	0.1%	Increased
30	Fiera Capital (Canada) Montreal, Quebec, Canada	$349M	-$29M	2	1.67%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$326M	-$4.62M	7	0.22%	Reduced
32	Goldman Sachs New York	$321M	+$46.6M	6	0.08%	Increased
33	Axiom Investors Greenwich, Connecticut	$296M	-$20.3M	1	6.65%	Reduced
34	Capital International Investors Los Angeles, California	$282M	+$76.2M	1	0.34%	Increased
35	Mondrian Investment Partners London, United Kingdom	$270M	+$2.01M	1	6.86%	Increased
36	Janus Henderson Group London,	$259M	-$59.9M	2	0.17%	Reduced
37	Hermes Investment Management London Uk, United Kingdom	$253M	+$25.4M	1	3.79%	Increased
38	State Street Boston, Massachusetts	$249M	+$39.5M	7	0.02%	Increased
39	CBT Capital Bank & Trust Irvine, California	$246M	+$4.47M	1	3.13%	Increased
40	Causeway Capital Management Los Angeles, California	$207M	-$26.2M	1	2.33%	Reduced
41	Franklin Resources San Mateo, California	$207M	-$12.8M	3	0.1%	Reduced
42	State of New Jersey Common Pension Fund D Trenton, New Jersey	$206M	+$17.3M	3	0.82%	Increased
43	Charles Schwab San Francisco, California	$204M	+$7.64M	5	0.18%	Increased
44	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$198M	-$8.41M	3	1.16%	Reduced
45	Renaissance Technologies New York	$184M	-$25.2M	7	0.22%	Reduced
46	Comgest Global Investors Paris, France	$176M	-$12.7M	1	4.09%	Reduced
47	LSV Asset Management Chicago, Illinois	$171M	+$7.58M	3	0.28%	Increased
48	CCMH Cornerstone Capital Management Holdings New York	$168M	+$2.71M	3	1.32%	Increased
49	Sarasin & Partners London, United Kingdom	$164M	-$10.8M	1	3.31%	Reduced
50	CFM Coronation Fund Managers Cape Town, South Africa	$161M	+$67.2M	1	4.79%	Increased