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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	Carmignac Gestion Paris, France	$122M	+$711K	1	1.04%	Increased
52	Goldman Sachs New York	$116M	-$6.18M	7	0.04%	Reduced
53	Credit Suisse Zurich, Switzerland	$114M	-$28.1M	6	0.13%	Reduced
54	Oaktree Capital Management Los Angeles, California	$114M	-$2.82M	1	2.05%	Reduced
55	Ameriprise Minneapolis, Minnesota	$112M	-$8.26M	6	0.07%	Reduced
56	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$111M	+$86.7M	2	0.45%	Increased
57	Amundi Asset Management US Boston, Massachusetts	$111M	+$3.9M	1	0.4%	Increased
58	JHC JFB Holdings Corp Atlanta, Georgia	$110M	-$7.22M	1	3.43%	Reduced
59	State of New Jersey Common Pension Fund D Trenton, New Jersey	$109M	-$2.17M	2	0.5%	Reduced
60	BlackRock Institutional Trust San Francisco, California	$105M	-$25.3M	6	0.02%	Reduced
61	Numeric Investors Boston, Massachusetts	$98.4M	+$23.9M	4	0.88%	Increased
62	TGA Trilogy Global Advisors Winter Park, Florida	$97.7M	-$5.34M	1	3%	Reduced
63	New York State Common Retirement Fund Albany, New York	$93.7M	+$3.86M	5	0.14%	Increased
64	Parametric Portfolio Associates Seattle, Washington	$91.6M	+$13.4M	6	0.14%	Increased
65	Royce & Associates New York	$89.9M	-$6.57M	3	0.59%	Reduced
66	Edge Asset Management Seattle, Washington	$89.7M	-$118K	1	0.8%	Reduced
67	Putnam Investments Boston, Massachusetts	$89.5M	+$29.4M	2	0.22%	Increased
68	LSV Asset Management Chicago, Illinois	$86.4M	+$2.09M	5	0.18%	Increased
69	Charles Schwab San Francisco, California	$86.3M	+$8.32M	5	0.11%	Increased
70	USAA United Services Automobile Association San Antonio, Texas	$83M	-$3.58M	2	0.3%	Reduced
71	AEGON Asset Management (UK) Edinburgh, United Kingdom	$80.1M	+$8.6M	1	2.29%	Increased
72	WBC Westpac Banking Corp Sydney, Australia	$79M	-$2.72M	1	0.87%	Reduced
73	AllianceBernstein Nashville, Tennessee	$78M	-$8.56M	5	0.07%	Reduced
74	SEI Investments Oaks, Pennsylvania	$76.9M	+$4.65M	5	0.46%	Increased
75	EARNEST Partners Atlanta, Georgia	$72.1M	-$4.14M	2	0.78%	Reduced