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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	First Eagle Investment Management New York	$484M	-$34.6K	1	1.76%	Reduced
27	Lazard Asset Management New York	$469M	-$70.4M	4	0.86%	Reduced
28	Northern Trust Chicago, Illinois	$468M	-$9.79M	6	0.13%	Reduced
29	Russell Investments Group London, United Kingdom	$441M	+$24.9M	6	1.14%	Increased
30	Renaissance Technologies New York	$429M	-$266M	8	0.42%	Reduced
31	Axiom Investors Greenwich, Connecticut	$341M	-$2.65M	1	8.63%	Reduced
32	Invesco Atlanta, Georgia	$324M	-$57.5M	6	0.14%	Reduced
33	Vontobel Asset Management New York	$320M	-$72.8M	1	2.42%	Reduced
34	Arrowstreet Capital Boston, Massachusetts	$316M	-$50.6M	5	0.89%	Reduced
35	Ameriprise Minneapolis, Minnesota	$303M	+$13.5M	5	0.16%	Increased
36	Causeway Capital Management Los Angeles, California	$298M	-$892K	1	4.76%	Reduced
37	Man Group London, United Kingdom	$242M	+$752K	5	1.57%	Increased
38	Sands Capital Management Arlington, Virginia	$241M	+$7.75M	1	0.8%	Increased
39	Parametric Portfolio Associates Seattle, Washington	$229M	-$2.93M	7	0.21%	Reduced
40	Principal Financial Group Des Moines, Iowa	$228M	-$50M	5	0.25%	Reduced
41	State Street Boston, Massachusetts	$227M	-$10.4M	7	0.02%	Reduced
42	VanEck Associates New York	$215M	+$72.2M	1	1.09%	Increased
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$213M	+$12.8M	8	0.19%	Increased
44	Mondrian Investment Partners London, United Kingdom	$212M	-$4.34M	2	7.42%	Reduced
45	UBS Group Zurich, Switzerland	$210M	+$48.3M	8	0.1%	Increased
46	Fidelity International Hamilton, Bermuda	$204M	+$18M	1	0.33%	Increased
47	UBS AM Chicago, Illinois	$200M	+$29.7M	5	0.14%	Increased
48	SEI Investments Oaks, Pennsylvania	$198M	-$1.62M	6	0.73%	Reduced
49	Franklin Resources San Mateo, California	$195M	-$43.9M	2	0.13%	Reduced
50	Nuveen Charlotte, North Carolina	$193M	-$48.8M	6	0.09%	Reduced