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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	Janus Henderson Group London,	$122M	-$36.5M	1	0.94%	Reduced
52	BlackRock Group London, United Kingdom	$121M	+$18.8M	5	0.07%	Increased
53	Fiera Capital (Canada) Montreal, Quebec, Canada	$120M	-$2.6M	1	0.89%	Reduced
54	UBS AM Chicago, Illinois	$118M	-$37.3M	5	0.11%	Reduced
55	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$116M	+$77.1M	2	0.35%	Increased
56	Carmignac Gestion Paris, France	$113M	-$3.24M	1	1%	Reduced
57	LSV Asset Management Chicago, Illinois	$107M	+$10M	3	0.22%	Increased
58	AllianceBernstein Nashville, Tennessee	$106M	-$21.6M	6	0.09%	Reduced
59	Starboard Value New York	$105M	-$44.5M	1	2.18%	Reduced
60	MAM Marketfield Asset Management New York	$103M	-$29.2M	1	3.05%	Reduced
61	USAA United Services Automobile Association San Antonio, Texas	$103M	+$654K	2	0.36%	Increased
62	NMC Nine Masts Capital Central, Hong Kong	$101M	-$28.9M	1	20.73%	Reduced
63	Frontier Capital Management Boston, Massachusetts	$101M	-$46.5M	2	0.73%	Reduced
64	Arrowstreet Capital Boston, Massachusetts	$99M	-$197M	5	0.61%	Reduced
65	American Century Companies Kansas City, Missouri	$95.7M	+$4.68M	5	0.11%	Increased
66	JHC JFB Holdings Corp Atlanta, Georgia	$95.1M	+$529K	1	2.45%	Increased
67	Oaktree Capital Management Los Angeles, California	$93M	-$21.8M	1	0.98%	Reduced
68	ING Group Amsterdam, Netherlands	$91.3M	-$5.91M	1	0.46%	Reduced
69	JSP Jackson Square Partners Larkspur, California	$88.7M	-$881K	1	0.34%	Reduced
70	Hermes Investment Management London Uk, United Kingdom	$87.7M	-$5.66M	1	2.03%	Reduced
71	Ninety One (UK) London, United Kingdom	$86.6M	+$10.8M	1	0.51%	Increased
72	Lord, Abbett & Co Jersey City, New Jersey	$85.8M	-$1.92M	2	0.22%	Reduced
73	Baupost Group Boston, Massachusetts	$81M	$0	1	1.36%	Maintained
74	Seizert Capital Partners Birmingham, Michigan	$80.3M	-$44.5M	3	2.02%	Reduced
75	BlackRock Advisors Wilmington, Delaware	$74.5M	+$7.61M	5	0.08%	Increased