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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	$580M	+$15.6M	6	0.14%	Increased
27	First Eagle Investment Management New York	$575M	+$126K	1	1.81%	Increased
28	AQR Capital Management Greenwich, Connecticut	$570M	-$80.7M	5	0.92%	Reduced
29	Lazard Asset Management New York	$558M	+$189K	3	0.86%	Increased
30	Ameriprise Minneapolis, Minnesota	$526M	+$171M	5	0.23%	Increased
31	Russell Investments Group London, United Kingdom	$502M	-$18.3M	6	1.12%	Reduced
32	Axiom Investors Greenwich, Connecticut	$402M	-$2.79M	1	7.91%	Reduced
33	Ruane, Cunniff & Goldfarb New York	$388M	+$199M	1	5.19%	Increased
34	Franklin Resources San Mateo, California	$373M	+$76.6M	2	0.19%	Increased
35	Vontobel Asset Management New York	$367M	-$11.8M	1	2.46%	Reduced
36	Invesco Atlanta, Georgia	$349M	-$30M	6	0.12%	Reduced
37	Renaissance Technologies New York	$337M	-$164M	8	0.29%	Reduced
38	State Street Boston, Massachusetts	$297M	+$27.4M	7	0.02%	Increased
39	Sands Capital Management Arlington, Virginia	$296M	+$9.44M	1	0.72%	Increased
40	Causeway Capital Management Los Angeles, California	$294M	-$55.5M	1	5.3%	Reduced
41	Nuveen Charlotte, North Carolina	$278M	+$44.3M	6	0.11%	Increased
42	SEI Investments Oaks, Pennsylvania	$263M	+$25.7M	6	0.82%	Increased
43	Principal Financial Group Des Moines, Iowa	$261M	+$1.33M	5	0.23%	Increased
44	Deutsche Bank Frankfurt Am Main Ge, Germany	$252M	+$1.3M	8	0.19%	Increased
45	VanEck Associates New York	$249M	-$5.44M	1	0.87%	Reduced
46	Man Group London, United Kingdom	$247M	-$37.2M	4	1.25%	Reduced
47	Comgest Global Investors Paris, France	$247M	+$58M	1	4.14%	Increased
48	UBS Group Zurich, Switzerland	$239M	-$9M	7	0.1%	Reduced
49	Driehaus Capital Management Chicago, Illinois	$239M	+$10.2M	1	5.81%	Increased
50	Fidelity International Hamilton, Bermuda	$228M	-$13.2M	1	0.31%	Reduced