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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	Axiom Investors Greenwich, Connecticut	$132M	-$116M	1	3.8%	Reduced
52	Macquarie Group Sydney, NSW 2000, Australia	$127M	+$913K	1	0.25%	Increased
53	State of New Jersey Common Pension Fund D Trenton, New Jersey	$124M	-$2.17M	2	0.48%	Reduced
54	UBS AM Chicago, Illinois	$119M	+$5.18M	6	0.11%	Increased
55	Carmignac Gestion Paris, France	$111M	+$2.39M	1	0.99%	Increased
56	BlackRock Group London, United Kingdom	$106M	-$11.1M	5	0.06%	Reduced
57	Oaktree Capital Management Los Angeles, California	$103M	+$13.7M	1	1.19%	Increased
58	Causeway Capital Management Los Angeles, California	$102M	-$19.8M	2	2.55%	Reduced
59	USAA United Services Automobile Association San Antonio, Texas	$99.8M	+$690K	2	0.35%	Increased
60	JHC JFB Holdings Corp Atlanta, Georgia	$91.7M	-$258K	1	2.52%	Reduced
61	LSV Asset Management Chicago, Illinois	$89.6M	+$17.1M	3	0.19%	Increased
62	Hermes Investment Management London Uk, United Kingdom	$87.5M	+$2.84M	1	1.97%	Increased
63	ING Group Amsterdam, Netherlands	$87.1M	-$1.21M	1	0.47%	Reduced
64	OAM Origin Asset Management London, United Kingdom	$87M	+$36.5M	2	6.33%	Increased
65	Ninety One (UK) London, United Kingdom	$84.2M	+$411K	1	0.48%	Increased
66	JSP Jackson Square Partners Larkspur, California	$83.5M	-$2.34M	1	0.32%	Reduced
67	AllianceBernstein Nashville, Tennessee	$82.7M	-$16M	5	0.07%	Reduced
68	EARNEST Partners Atlanta, Georgia	$80.9M	-$37.4M	2	0.71%	Reduced
69	Starboard Value New York	$74.1M	-$25.2M	1	1.67%	Reduced
70	Edge Asset Management Seattle, Washington	$73.4M	+$1.53M	1	0.66%	Increased
71	American Century Companies Kansas City, Missouri	$73.3M	-$13.8M	5	0.08%	Reduced
72	Frontier Capital Management Boston, Massachusetts	$72.7M	-$19.8M	2	0.52%	Reduced
73	Baupost Group Boston, Massachusetts	$71.7M	$0	1	1.2%	Maintained
74	TD Asset Management Toronto, Ontario, Canada	$70.9M	-$870K	2	0.13%	Reduced
75	Fidelity International Hamilton, Bermuda	$69.4M	+$40.2M	1	0.22%	Increased