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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
51	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.61B	-$745M	1	5.85%	Reduced
52	Point72 Asset Management Stamford, Connecticut	$1.53B	-$303M	4	1.68%	Reduced
53	Viking Global Investors Stamford, Connecticut	$1.51B	-$526M	1	4.31%	Reduced
54	Raymond James Financial St Petersburg, Florida	$1.48B	+$26M	7	0.4%	Increased
55	VOYA Investment Management Atlanta, Georgia	$1.47B	-$150M	5	1.27%	Reduced
56	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.41B	-$67.1M	5	1.1%	Reduced
57	Geode Capital Management Boston, Massachusetts	$1.39B	+$38M	9	0.07%	Increased
58	Arrowstreet Capital Boston, Massachusetts	$1.37B	+$655M	3	0.61%	Increased
59	Harding Loevner Bridgewater, New Jersey	$1.35B	-$250M	1	12.68%	Reduced
60	Nomura Asset Management International Philadelphia, Pennsylvania	$1.33B	+$13.3M	5	2%	Increased
61	Nuveen Charlotte, North Carolina	$1.28B	-$103M	7	0.31%	Reduced
62	BNP Paribas Financial Markets Paris, France	$1.28B	+$303M	8	0.44%	Increased
63	SA Situational Awareness San Francisco, California	$1.27B	+$1.07B	1	6.25%	Increased
64	Natixis Advisors Boston, Massachusetts	$1.26B	+$44.6M	6	1.42%	Increased
65	Principal Financial Group Des Moines, Iowa	$1.24B	-$37.3M	5	0.61%	Reduced
66	Fayez Sarofim & Co Houston, Texas	$1.21B	-$1.72M	1	2.86%	Reduced
67	Rafferty Asset Management New York	$1.21B	+$493M	3	2.75%	Increased
68	SEI Investments Oaks, Pennsylvania	$1.15B	-$208M	7	1.01%	Reduced
69	LPL Financial San Diego, California	$1.12B	+$12.8M	9	0.25%	Increased
70	HSBC Holdings London, United Kingdom	$1.06B	-$861M	7	0.44%	Reduced
71	Soroban Capital Partners New York	$1.04B	+$98.7M	1	2.17%	Increased
72	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.03B	-$15.2M	2	4.98%	Reduced
73	Stockbridge Partners Boston, Massachusetts	$990M	-$32M	1	20.83%	Reduced
74	Marshall Wace London, United Kingdom	$967M	-$303M	6	0.76%	Reduced
75	Millennium Management New York	$957M	-$242M	8	0.35%	Reduced