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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	Northern Trust Chicago, Illinois	$417M	+$15.4M	6	0.1%	Increased
27	Invesco Atlanta, Georgia	$411M	-$10.7M	6	0.14%	Reduced
28	First Eagle Investment Management New York	$401M	+$13.6M	1	1.08%	Increased
29	Wellington Management Group Boston, Massachusetts	$400M	-$22.4M	4	0.09%	Reduced
30	HSBC Holdings London, United Kingdom	$353M	+$248M	4	0.64%	Increased
31	AQR Capital Management Greenwich, Connecticut	$340M	-$12.3M	4	0.36%	Reduced
32	UBS Group Zurich, Switzerland	$333M	-$13.5M	7	0.14%	Reduced
33	Capital World Investors Los Angeles, California	$323M	-$98.5M	1	0.08%	Reduced
34	Vontobel Asset Management New York	$323M	-$87.5M	1	2.59%	Reduced
35	Axiom Investors Greenwich, Connecticut	$296M	+$18.9M	1	9.09%	Increased
36	State Street Boston, Massachusetts	$265M	+$15.1M	6	0.02%	Increased
37	Orbis Allan Gray Hamilton, Bermuda	$256M	-$941K	1	1.74%	Reduced
38	Bank of Montreal Toronto, Ontario, Canada	$254M	+$142M	6	0.22%	Increased
39	Causeway Capital Management Los Angeles, California	$248M	+$1.2M	1	2.51%	Increased
40	LPU Lansdowne Partners (UK) London, United Kingdom	$236M	-$263M	1	5.23%	Reduced
41	Principal Financial Group Des Moines, Iowa	$231M	+$2.34M	5	0.22%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$222M	+$4.95M	7	0.13%	Increased
43	Franklin Resources San Mateo, California	$215M	-$34.2M	2	0.12%	Reduced
44	Mondrian Investment Partners London, United Kingdom	$209M	-$7.24M	2	6.59%	Reduced
45	CBT Capital Bank & Trust Irvine, California	$208M	-$1.85M	1	2.63%	Reduced
46	UBS AM Chicago, Illinois	$205M	-$39.6M	6	0.15%	Reduced
47	Ameriprise Minneapolis, Minnesota	$203M	-$9.92M	5	0.09%	Reduced
48	SEI Investments Oaks, Pennsylvania	$197M	+$12.9M	6	0.66%	Increased
49	Sarasin & Partners London, United Kingdom	$193M	+$1.88M	1	3.71%	Increased
50	LMR Partners London, United Kingdom	$189M	-$133M	2	9.65%	Reduced