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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	Vontobel Asset Management New York	$389M	-$150M	1	3.35%	Reduced
27	Royal Bank of Canada Toronto, Ontario, Canada	$381M	-$62.8M	7	0.18%	Reduced
28	Invesco Atlanta, Georgia	$380M	-$50.5M	6	0.15%	Reduced
29	Wellington Management Group Boston, Massachusetts	$380M	-$68.5M	5	0.1%	Reduced
30	Federated Hermes Pittsburgh, Pennsylvania	$372M	-$59M	5	1.01%	Reduced
31	Northern Trust Chicago, Illinois	$356M	+$410K	6	0.1%	Increased
32	First Eagle Investment Management New York	$348M	+$178M	1	1.01%	Increased
33	AQR Capital Management Greenwich, Connecticut	$317M	-$246M	3	0.37%	Reduced
34	UBS Group Zurich, Switzerland	$312M	+$11.3M	8	0.14%	Increased
35	LMR Partners London, United Kingdom	$298M	+$300M	2	14.63%	Increased
36	Renaissance Technologies New York	$292M	+$173M	8	0.32%	Increased
37	Axiom Investors Greenwich, Connecticut	$248M	+$4.36M	1	8.66%	Increased
38	Orbis Allan Gray Hamilton, Bermuda	$232M	+$44.2M	1	1.67%	Increased
39	Franklin Resources San Mateo, California	$227M	-$28.8M	3	0.14%	Reduced
40	UBS AM Chicago, Illinois	$223M	+$7.22M	6	0.19%	Increased
41	Causeway Capital Management Los Angeles, California	$223M	-$17.9M	1	2.65%	Reduced
42	State Street Boston, Massachusetts	$218M	-$19.2M	6	0.02%	Reduced
43	Principal Financial Group Des Moines, Iowa	$207M	+$31.2M	5	0.22%	Increased
44	SEI Investments Oaks, Pennsylvania	$197M	-$13.1M	6	0.7%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$195M	+$6.17M	7	0.14%	Increased
46	Mondrian Investment Partners London, United Kingdom	$195M	-$37.6M	2	7.15%	Reduced
47	CBT Capital Bank & Trust Irvine, California	$190M	+$11.7M	1	2.76%	Increased
48	Ameriprise Minneapolis, Minnesota	$189M	+$32.5M	5	0.09%	Increased
49	Sarasin & Partners London, United Kingdom	$172M	-$964K	1	3.74%	Reduced
50	Capital Guardian Trust Los Angeles, California	$167M	-$14M	1	2.67%	Reduced