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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	GQG Partners Ft. Lauderdale, Florida	$1.22B	-$433M	1	1.92%	Reduced
27	T. Rowe Price Associates Baltimore, Maryland	$1.22B	-$339M	6	0.14%	Reduced
28	AllianceBernstein Nashville, Tennessee	$1.15B	+$584M	6	0.39%	Increased
29	Janus Henderson Group London,	$1.15B	+$179M	6	0.59%	Increased
30	Ameriprise Minneapolis, Minnesota	$1.14B	+$159M	7	0.29%	Increased
31	American Century Companies Kansas City, Missouri	$1.09B	+$27.2M	7	0.63%	Increased
32	Alkeon Capital Management New York	$1.08B	-$377M	1	1.85%	Reduced
33	First Eagle Investment Management New York	$1.05B	-$72.1M	4	2.16%	Reduced
34	Lazard Asset Management New York	$978M	-$108K	5	1.31%	Reduced
35	Wellington Management Group Boston, Massachusetts	$922M	-$160M	5	0.16%	Reduced
36	Barclays London, United Kingdom	$913M	-$83M	7	0.24%	Reduced
37	Northern Trust Chicago, Illinois	$903M	-$57.2M	7	0.15%	Reduced
38	Eagle Capital Management (New York) New York	$902M	-$157M	1	3.35%	Reduced
39	Brown Advisory Baltimore, Maryland	$892M	-$107M	2	1.12%	Reduced
40	ClearBridge Investments New York	$869M	+$185M	2	0.68%	Increased
41	PineStone Asset Management Montreal, Quebec, Canada	$858M	+$11.6M	1	8.29%	Increased
42	Russell Investments Group London, United Kingdom	$817M	-$56.2M	7	1.18%	Reduced
43	Sands Capital Management Arlington, Virginia	$813M	-$16.3M	1	2.47%	Reduced
44	Invesco Atlanta, Georgia	$812M	+$59.5M	7	0.16%	Increased
45	Allspring Global Investments Charlotte, North Carolina	$797M	+$9.4M	7	1.23%	Increased
46	State Street Boston, Massachusetts	$781M	-$7.39M	6	0.03%	Reduced
47	Envestnet Asset Management Chicago, Illinois	$747M	+$46.4M	9	0.24%	Increased
48	Nuveen Charlotte, North Carolina	$746M	-$71M	6	0.21%	Reduced
49	Lone Pine Capital Greenwich, Connecticut	$732M	-$305M	1	5.46%	Reduced
50	Jennison Associates New York	$699M	+$49.4M	3	0.43%	Increased