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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	Royal Bank of Canada Toronto, Ontario, Canada	$400M	+$12.7M	7	0.18%	Increased
27	Fiera Capital (Canada) Montreal, Quebec, Canada	$398M	+$29.8M	2	1.89%	Increased
28	Aberdeen Group Edinburgh, United Kingdom	$393M	-$59.3M	1	0.75%	Reduced
29	Northern Trust Chicago, Illinois	$384M	+$4.49M	6	0.1%	Increased
30	Wellington Management Group Boston, Massachusetts	$373M	-$54.8M	4	0.08%	Reduced
31	Goldman Sachs New York	$359M	+$22.1M	6	0.09%	Increased
32	Hermes Investment Management London Uk, United Kingdom	$343M	+$78.1M	1	4.92%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$342M	-$1.79M	8	0.22%	Reduced
34	Morgan Stanley New York	$323M	+$214M	8	0.09%	Increased
35	Capital International Investors Los Angeles, California	$298M	+$603K	1	0.34%	Increased
36	Axiom Investors Greenwich, Connecticut	$288M	-$25.1M	1	7.22%	Reduced
37	Janus Henderson Group London,	$286M	+$16.5M	2	0.17%	Increased
38	State Street Boston, Massachusetts	$278M	+$22.6M	6	0.02%	Increased
39	Mondrian Investment Partners London, United Kingdom	$254M	-$32.3M	1	6.17%	Reduced
40	CCMH Cornerstone Capital Management Holdings New York	$231M	+$55.2M	3	1.62%	Increased
41	Charles Schwab San Francisco, California	$221M	+$8.32M	5	0.18%	Increased
42	Franklin Resources San Mateo, California	$220M	+$766K	3	0.11%	Increased
43	State of New Jersey Common Pension Fund D Trenton, New Jersey	$218M	-$2.35M	3	0.82%	Reduced
44	Causeway Capital Management Los Angeles, California	$217M	-$1.65M	1	2.3%	Reduced
45	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$200M	-$9.57M	3	1.18%	Reduced
46	Comgest Global Investors Paris, France	$195M	+$8.93M	1	4.22%	Increased
47	CBT Capital Bank & Trust Irvine, California	$193M	-$67.4M	1	2.64%	Reduced
48	Capital Guardian Trust Los Angeles, California	$181M	+$57.9M	1	2.56%	Increased
49	SEI Investments Oaks, Pennsylvania	$179M	+$32M	6	0.62%	Increased
50	LSV Asset Management Chicago, Illinois	$178M	+$1.67M	3	0.28%	Increased