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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	Invesco Atlanta, Georgia	$457M	+$66.3M	6	0.12%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$433M	+$9.76M	5	0.17%	Increased
28	Russell Investments Group London, United Kingdom	$414M	-$42.1M	5	0.77%	Reduced
29	Northern Trust Chicago, Illinois	$405M	+$7.49M	6	0.1%	Increased
30	First Eagle Investment Management New York	$404M	+$21.8M	1	1.09%	Increased
31	AQR Capital Management Greenwich, Connecticut	$353M	+$30M	5	0.39%	Increased
32	Wellington Management Group Boston, Massachusetts	$309M	-$79.6M	4	0.07%	Reduced
33	Janus Henderson Group London,	$276M	+$135M	3	0.15%	Increased
34	LPU Lansdowne Partners (UK) London, United Kingdom	$272M	+$49.4M	1	6.68%	Increased
35	Axiom Investors Greenwich, Connecticut	$267M	-$16.6M	1	7.32%	Reduced
36	Causeway Capital Management Los Angeles, California	$257M	+$20M	1	2.81%	Increased
37	State Street Boston, Massachusetts	$246M	-$12.6M	6	0.02%	Reduced
38	Principal Financial Group Des Moines, Iowa	$239M	+$12.4M	4	0.22%	Increased
39	Vontobel Asset Management New York	$236M	-$77.9M	1	1.77%	Reduced
40	Ameriprise Minneapolis, Minnesota	$233M	+$41M	5	0.1%	Increased
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$230M	+$18.8M	7	0.13%	Increased
42	Orbis Allan Gray Hamilton, Bermuda	$222M	-$24.5M	1	1.59%	Reduced
43	CBT Capital Bank & Trust Irvine, California	$199M	-$656K	1	2.45%	Reduced
44	Franklin Resources San Mateo, California	$191M	-$17.3M	2	0.1%	Reduced
45	SEI Investments Oaks, Pennsylvania	$190M	+$2.39M	6	0.62%	Increased
46	AustralianSuper Melbourne, Australia	$189M	+$54.8M	1	1.82%	Increased
47	Man Group London, United Kingdom	$184M	+$126M	5	0.67%	Increased
48	Mondrian Investment Partners London, United Kingdom	$184M	-$16.2M	2	5.87%	Reduced
49	Sarasin & Partners London, United Kingdom	$179M	-$5.96M	1	3.12%	Reduced
50	Parametric Portfolio Associates Seattle, Washington	$177M	+$13.5M	7	0.15%	Increased