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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	Sands Capital Management Arlington, Virginia	$1.19B	+$69.3M	1	2.01%	Increased
27	First Eagle Investment Management New York	$1.17B	+$6.61M	4	2.93%	Increased
28	Goldman Sachs New York	$1.17B	+$247M	8	0.26%	Increased
29	Arrowstreet Capital Boston, Massachusetts	$1.14B	+$38M	8	1.39%	Increased
30	Northern Trust Chicago, Illinois	$1.13B	-$115M	7	0.2%	Reduced
31	GQG Partners Ft. Lauderdale, Florida	$1.11B	+$723M	1	3.25%	Increased
32	Ameriprise Minneapolis, Minnesota	$951M	+$90.8M	7	0.29%	Increased
33	Baillie Gifford & Co Edinburgh, United Kingdom	$931M	-$5.74M	3	0.45%	Reduced
34	VanEck Associates New York	$868M	-$1.07M	2	2.05%	Reduced
35	AQR Capital Management Greenwich, Connecticut	$840M	-$2.75M	5	1.45%	Reduced
36	Janus Henderson Group London,	$837M	-$42.8M	3	0.36%	Reduced
37	SM SB Management Abu Dhabi, United Arab Emirates	$812M	-$517M	1	9.54%	Reduced
38	Susquehanna International Group Bala Cynwyd, Pennsylvania	$775M	-$87.3M	7	0.11%	Reduced
39	Vontobel Holding Zurich, Switzerland	$741M	-$1.63B	1	6.4%	Reduced
40	Lazard Asset Management New York	$724M	-$172M	6	0.81%	Reduced
41	UBS Group Zurich, Switzerland	$713M	+$1.69M	9	0.23%	Increased
42	Ruane, Cunniff & Goldfarb New York	$703M	-$8.36M	1	6.23%	Reduced
43	State Street Boston, Massachusetts	$627M	+$60.4M	6	0.03%	Increased
44	Russell Investments Group London, United Kingdom	$614M	-$16.7M	5	1.03%	Reduced
45	Axiom Investors Greenwich, Connecticut	$613M	-$17.2M	1	9.86%	Reduced
46	Barclays London, United Kingdom	$569M	+$135M	5	0.27%	Increased
47	Invesco Atlanta, Georgia	$528M	-$23.9M	8	0.13%	Reduced
48	Franklin Resources San Mateo, California	$523M	-$61.2M	3	0.2%	Reduced
49	Causeway Capital Management Los Angeles, California	$515M	-$52.9M	1	10.52%	Reduced
50	Vontobel Asset Management New York	$500M	+$34M	1	2.57%	Increased