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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	Federated Hermes Pittsburgh, Pennsylvania	$514M	+$467M	4	1.2%	Increased
27	Invesco Atlanta, Georgia	$513M	-$30.1M	6	0.16%	Reduced
28	Goldman Sachs New York	$497M	-$97.7K	6	0.13%	Reduced
29	Bank of America Charlotte, North Carolina	$495M	+$20.2M	8	0.08%	Increased
30	Russell Investments Group London, United Kingdom	$455M	+$9.01M	5	0.86%	Increased
31	Northern Trust Chicago, Illinois	$421M	+$5.05M	6	0.1%	Increased
32	UBS Group Zurich, Switzerland	$361M	-$136M	7	0.14%	Reduced
33	Morgan Stanley New York	$350M	-$66.6M	8	0.09%	Reduced
34	Franklin Resources San Mateo, California	$308M	+$18.9M	3	0.15%	Increased
35	Axiom Investors Greenwich, Connecticut	$292M	+$34.3M	1	8.36%	Increased
36	Causeway Capital Management Los Angeles, California	$287M	+$21.1M	1	2.89%	Increased
37	Mondrian Investment Partners London, United Kingdom	$277M	-$15.3M	2	8.69%	Reduced
38	State Street Boston, Massachusetts	$275M	+$565K	6	0.02%	Increased
39	Janus Henderson Group London,	$265M	-$86.1M	2	0.14%	Reduced
40	UBS AM Chicago, Illinois	$259M	-$69.9M	6	0.19%	Reduced
41	Aberdeen Group Edinburgh, United Kingdom	$231M	-$25.5M	1	0.43%	Reduced
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$226M	-$146M	7	0.11%	Reduced
43	Orbis Allan Gray Hamilton, Bermuda	$226M	+$146M	1	1.3%	Increased
44	Capital Guardian Trust Los Angeles, California	$217M	+$9.93M	1	2.92%	Increased
45	CBT Capital Bank & Trust Irvine, California	$213M	-$1.14M	1	2.66%	Reduced
46	SEI Investments Oaks, Pennsylvania	$212M	+$918K	5	0.77%	Increased
47	First Eagle Investment Management New York	$210M	+$197M	1	0.53%	New
48	Principal Financial Group Des Moines, Iowa	$208M	+$62M	5	0.18%	Increased
49	Sarasin & Partners London, United Kingdom	$207M	+$10.2M	1	3.9%	Increased
50	Allianz Asset Management Munich, Germany	$192M	+$77.3M	4	0.17%	Increased