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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	Franklin Resources San Mateo, California	$972M	+$25.2M	6	0.31%	Increased
27	Harding Loevner Bridgewater, New Jersey	$947M	-$579M	1	5.84%	Reduced
28	Wellington Management Group Boston, Massachusetts	$943M	-$788M	5	0.17%	Reduced
29	American Century Companies Kansas City, Missouri	$907M	+$68.6M	7	0.57%	Increased
30	Lazard Asset Management New York	$897M	-$50.4M	6	1.09%	Reduced
31	Barclays London, United Kingdom	$893M	+$53M	7	0.31%	Increased
32	Baillie Gifford & Co Edinburgh, United Kingdom	$866M	-$54.7M	1	0.67%	Reduced
33	Eagle Capital Management (New York) New York	$847M	+$58.2M	1	3.28%	Increased
34	Brown Advisory Baltimore, Maryland	$842M	-$50.9M	2	1.13%	Reduced
35	Lone Pine Capital Greenwich, Connecticut	$840M	-$96.3M	1	6.63%	Reduced
36	State Street Boston, Massachusetts	$806M	-$70.7M	6	0.04%	Reduced
37	Artisan Partners Milwaukee, Wisconsin	$802M	+$289M	2	1.16%	Increased
38	Russell Investments Group London, United Kingdom	$795M	-$33.8M	8	1.25%	Reduced
39	Ameriprise Minneapolis, Minnesota	$777M	-$245M	7	0.21%	Reduced
40	Driehaus Capital Management Chicago, Illinois	$757M	-$10.6M	4	7.54%	Reduced
41	Sands Capital Management Arlington, Virginia	$710M	-$46.4M	1	1.99%	Reduced
42	Northern Trust Chicago, Illinois	$705M	-$23M	7	0.12%	Reduced
43	Allspring Global Investments Charlotte, North Carolina	$696M	-$71.7M	6	1.09%	Reduced
44	Nuveen Charlotte, North Carolina	$610M	+$33.3M	6	0.18%	Increased
45	Invesco Atlanta, Georgia	$587M	-$22.8M	7	0.13%	Reduced
46	Jennison Associates New York	$509M	+$36.6M	3	0.34%	Increased
47	Ruane, Cunniff & Goldfarb New York	$506M	-$43.9M	1	7.85%	Reduced
48	Man Group London, United Kingdom	$503M	-$232M	5	1.27%	Reduced
49	Wells Fargo San Francisco, California	$491M	+$10.8M	7	0.12%	Increased
50	PineStone Asset Management Montreal, Quebec, Canada	$490M	-$199M	1	7.79%	Reduced