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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	UBS Group Zurich, Switzerland	$483M	+$14.4M	8	0.21%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$457M	+$15.8M	7	0.2%	Increased
28	Fiera Capital (Canada) Montreal, Quebec, Canada	$446M	+$8.22M	2	2.13%	Increased
29	Northern Trust Chicago, Illinois	$414M	-$2.4M	6	0.11%	Reduced
30	Arrowstreet Capital Boston, Massachusetts	$396M	-$327M	4	0.91%	Reduced
31	Morgan Stanley New York	$390M	+$35.2M	8	0.11%	Increased
32	Hermes Investment Management London Uk, United Kingdom	$389M	+$10.1M	1	5.68%	Increased
33	Aberdeen Group Edinburgh, United Kingdom	$354M	-$79.5M	1	0.7%	Reduced
34	Wellington Management Group Boston, Massachusetts	$353M	-$58.2M	4	0.08%	Reduced
35	Capital International Investors Los Angeles, California	$332M	+$2.66M	1	0.38%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$320M	-$55.7M	6	0.15%	Reduced
37	Causeway Capital Management Los Angeles, California	$297M	+$57.1M	1	3.18%	Increased
38	State Street Boston, Massachusetts	$290M	-$6.12M	6	0.02%	Reduced
39	Axiom Investors Greenwich, Connecticut	$287M	-$31M	1	7.04%	Reduced
40	Janus Henderson Group London,	$282M	-$12.8M	2	0.17%	Reduced
41	Franklin Resources San Mateo, California	$281M	+$43.3M	3	0.14%	Increased
42	Man Group London, United Kingdom	$258M	+$256M	3	1.18%	New
43	Charles Schwab San Francisco, California	$253M	+$12.6M	5	0.2%	Increased
44	Mondrian Investment Partners London, United Kingdom	$252M	+$7.14M	1	6.88%	Increased
45	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$219M	-$1.58M	3	1.34%	Reduced
46	UBS AM Chicago, Illinois	$216M	+$72M	6	0.17%	Increased
47	Comgest Global Investors Paris, France	$213M	-$1.22M	1	4.67%	Reduced
48	CBT Capital Bank & Trust Irvine, California	$209M	-$4.21M	1	2.84%	Reduced
49	Capital Guardian Trust Los Angeles, California	$205M	+$5.8M	1	2.9%	Increased
50	State of New Jersey Common Pension Fund D Trenton, New Jersey	$204M	-$32.8M	3	0.79%	Reduced