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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	Royal Bank of Canada Toronto, Ontario, Canada	$485M	-$25.5M	5	0.19%	Reduced
27	First Eagle Investment Management New York	$476M	-$2.66M	1	1.35%	Reduced
28	Northern Trust Chicago, Illinois	$476M	+$948K	6	0.11%	Increased
29	Russell Investments Group London, United Kingdom	$459M	-$22.8M	5	0.89%	Reduced
30	Invesco Atlanta, Georgia	$441M	-$81.5M	6	0.12%	Reduced
31	Arrowstreet Capital Boston, Massachusetts	$410M	-$141M	5	0.96%	Reduced
32	Vontobel Asset Management New York	$363M	+$73.8M	1	2.44%	Increased
33	Janus Henderson Group London,	$351M	+$32.5M	3	0.19%	Increased
34	LPU Lansdowne Partners (UK) London, United Kingdom	$333M	+$9.29M	1	8.87%	Increased
35	Axiom Investors Greenwich, Connecticut	$314M	-$2.65M	1	8.48%	Reduced
36	Ameriprise Minneapolis, Minnesota	$299M	+$34.5M	5	0.13%	Increased
37	Principal Financial Group Des Moines, Iowa	$281M	+$12.9M	4	0.25%	Increased
38	Wellington Management Group Boston, Massachusetts	$276M	-$76.6M	5	0.06%	Reduced
39	Causeway Capital Management Los Angeles, California	$275M	-$26.7M	1	3.29%	Reduced
40	State Street Boston, Massachusetts	$261M	-$12M	6	0.02%	Reduced
41	Franklin Resources San Mateo, California	$245M	+$20.2M	2	0.13%	Increased
42	Orbis Allan Gray Hamilton, Bermuda	$244M	-$17.2M	1	1.8%	Reduced
43	Man Group London, United Kingdom	$229M	+$11.6M	5	0.85%	Increased
44	Fidelity International Hamilton, Bermuda	$229M	+$44.7M	1	0.35%	Increased
45	AustralianSuper Melbourne, Australia	$224M	$0	1	2.12%	Maintained
46	SEI Investments Oaks, Pennsylvania	$221M	-$2.14M	6	0.57%	Reduced
47	Mondrian Investment Partners London, United Kingdom	$218M	+$740K	2	7.04%	Increased
48	Parametric Portfolio Associates Seattle, Washington	$217M	+$8.67M	7	0.18%	Increased
49	Sarasin & Partners London, United Kingdom	$207M	-$4.98M	1	3.42%	Reduced
50	CBT Capital Bank & Trust Irvine, California	$204M	-$29.6M	1	2.83%	Reduced