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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	Ameriprise Minneapolis, Minnesota	$105M	+$11M	6	0.06%	Increased
52	Carmignac Gestion Paris, France	$105M	+$104M	1	1.16%	New
53	Amundi Asset Management US Boston, Massachusetts	$104M	+$5.56M	1	0.39%	Increased
54	Oaktree Capital Management Los Angeles, California	$101M	+$43.1M	1	1.34%	Increased
55	Goldman Sachs New York	$101M	-$11.8M	5	0.03%	Reduced
56	Janus Henderson Group London,	$99.7M	-$62.7M	1	0.8%	Reduced
57	UBS AM Chicago, Illinois	$97.3M	-$4.09M	6	0.11%	Reduced
58	Causeway Capital Management Los Angeles, California	$94.9M	+$5.17M	1	2.01%	Increased
59	Hermes Investment Management London Uk, United Kingdom	$88.6M	+$2.6M	1	2%	Increased
60	LSV Asset Management Chicago, Illinois	$86.5M	-$3.07M	3	0.19%	Reduced
61	UBS Group Zurich, Switzerland	$83.8M	-$39.4M	8	0.05%	Reduced
62	Driehaus Capital Management Chicago, Illinois	$81.1M	+$9.11M	1	2.73%	Increased
63	AllianceBernstein Nashville, Tennessee	$80.4M	-$27.1M	4	0.07%	Reduced
64	BlackRock Group London, United Kingdom	$80.3M	+$2.22M	5	0.04%	Increased
65	Capital International Investors Los Angeles, California	$79.2M	+$67.7M	1	0.12%	Increased
66	Edge Asset Management Seattle, Washington	$77.8M	+$644K	1	0.75%	Increased
67	USAA United Services Automobile Association San Antonio, Texas	$77.2M	+$751K	2	0.27%	Increased
68	Baupost Group Boston, Massachusetts	$74.3M	$0	1	1.35%	Maintained
69	EARNEST Partners Atlanta, Georgia	$71.8M	+$933K	2	0.73%	Increased
70	Royce & Associates New York	$71.6M	+$3.93M	3	0.43%	Increased
71	Fidelity International Hamilton, Bermuda	$71.6M	$0	1	0.22%	Maintained
72	Pictet Asset Management (UK) London, United Kingdom	$70.6M	+$23.1M	1	0.3%	Increased
73	Charles Schwab San Francisco, California	$67.9M	+$5.31M	5	0.09%	Increased
74	ING Group Amsterdam, Netherlands	$67.6M	-$1.59M	1	0.41%	Reduced
75	WBC Westpac Banking Corp Sydney, Australia	$63.7M	+$12.6M	1	0.7%	Increased