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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	Lone Pine Capital Greenwich, Connecticut	$678M	+$131M	1	6.53%	Increased
27	State Street Boston, Massachusetts	$667M	-$58.6M	7	0.04%	Reduced
28	Arrowstreet Capital Boston, Massachusetts	$633M	-$364M	4	0.76%	Reduced
29	Quilter Plc London, United Kingdom	$630M	-$3.95M	1	2.49%	Reduced
30	AQR Capital Management Greenwich, Connecticut	$624M	+$19.1M	6	1.29%	Increased
31	Lazard Asset Management New York	$608M	-$216M	5	0.83%	Reduced
32	Baillie Gifford & Co Edinburgh, United Kingdom	$595M	-$10.3M	1	0.54%	Reduced
33	GQG Partners Ft. Lauderdale, Florida	$568M	-$237M	1	1.32%	Reduced
34	American Century Companies Kansas City, Missouri	$544M	+$140M	7	0.42%	Increased
35	Russell Investments Group London, United Kingdom	$530M	-$9.18M	7	1.05%	Reduced
36	UBS Group Zurich, Switzerland	$526M	+$138M	7	0.18%	Increased
37	Alkeon Capital Management New York	$521M	$0	1	0.93%	Maintained
38	Invesco Atlanta, Georgia	$514M	+$47.8M	7	0.14%	Increased
39	Brown Advisory Baltimore, Maryland	$498M	+$18.4M	2	0.82%	Increased
40	Sands Capital Management Arlington, Virginia	$494M	-$12.6M	1	1.68%	Reduced
41	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$486M	-$49.2M	1	8.84%	Reduced
42	Northern Trust Chicago, Illinois	$471M	+$102M	6	0.09%	Increased
43	Allspring Global Investments Charlotte, North Carolina	$471M	-$80M	6	0.84%	Reduced
44	Orbis Allan Gray Hamilton, Bermuda	$440M	-$85.5M	1	3.16%	Reduced
45	Barclays London, United Kingdom	$439M	+$6.88M	7	0.27%	Increased
46	Man Group London, United Kingdom	$432M	-$524M	0	–	Closed
47	PineStone Asset Management Montreal, Quebec, Canada	$417M	+$349M	1	6.02%	Increased
48	Driehaus Capital Management Chicago, Illinois	$403M	+$85M	3	5.25%	Increased
49	Susquehanna International Group Bala Cynwyd, Pennsylvania	$399M	+$157M	6	0.08%	Increased
50	Fidelity International Hamilton, Bermuda	$374M	-$24.1M	1	0.44%	Reduced