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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	$595M	+$1.27M	6	0.13%	Increased
27	Bank of America Charlotte, North Carolina	$591M	-$140M	8	0.08%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$589M	-$16M	7	0.21%	Reduced
29	First Eagle Investment Management New York	$588M	-$6.42M	1	1.61%	Reduced
30	Russell Investments Group London, United Kingdom	$510M	-$60.8M	6	0.95%	Reduced
31	Invesco Atlanta, Georgia	$464M	-$68.9M	6	0.14%	Reduced
32	Vontobel Asset Management New York	$461M	+$13.6M	1	2.93%	Increased
33	Arrowstreet Capital Boston, Massachusetts	$448M	-$54.9M	7	1.04%	Reduced
34	Axiom Investors Greenwich, Connecticut	$417M	+$21.9M	1	9.71%	Increased
35	Ameriprise Minneapolis, Minnesota	$364M	+$19.5M	6	0.15%	Increased
36	Causeway Capital Management Los Angeles, California	$363M	+$17.4M	1	3.9%	Increased
37	Principal Financial Group Des Moines, Iowa	$338M	+$54.6K	4	0.28%	Increased
38	State Street Boston, Massachusetts	$300M	-$11.6M	7	0.02%	Reduced
39	Man Group London, United Kingdom	$295M	+$8.8M	5	0.97%	Increased
40	Orbis Allan Gray Hamilton, Bermuda	$295M	-$9.24M	1	2.06%	Reduced
41	Janus Henderson Group London,	$293M	-$119M	3	0.15%	Reduced
42	Nuveen Charlotte, North Carolina	$290M	+$244M	5	0.11%	Increased
43	Parametric Portfolio Associates Seattle, Washington	$289M	+$17.9M	7	0.21%	Increased
44	Sands Capital Management Arlington, Virginia	$284M	+$31.9M	1	0.83%	Increased
45	Franklin Resources San Mateo, California	$284M	-$17.2M	2	0.15%	Reduced
46	Mondrian Investment Partners London, United Kingdom	$265M	-$7.1M	2	6.97%	Reduced
47	Allianz Asset Management Munich, Germany	$255M	+$66M	5	0.23%	Increased
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$247M	+$18.2M	8	0.16%	Increased
49	SEI Investments Oaks, Pennsylvania	$247M	-$26.8M	5	0.74%	Reduced
50	Whale Rock Capital Management Boston, Massachusetts	$246M	+$185M	2	4.18%	Increased