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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	State of New Jersey Common Pension Fund D Trenton, New Jersey	$128M	+$469K	2	0.55%	Increased
52	Morgan Stanley New York	$125M	-$195M	8	0.04%	Reduced
53	Charles Schwab San Francisco, California	$122M	+$15.6M	5	0.13%	Increased
54	Janus Henderson Group London,	$116M	-$2.67M	1	0.85%	Reduced
55	MICM Matthews International Capital Management San Francisco, California	$116M	-$27.6M	1	5.96%	Reduced
56	Ameriprise Minneapolis, Minnesota	$116M	-$25.5M	6	0.06%	Reduced
57	BlackRock Advisors Wilmington, Delaware	$112M	+$60.1M	5	0.11%	Increased
58	New York State Common Retirement Fund Albany, New York	$110M	-$4.59M	5	0.16%	Reduced
59	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$109M	+$8.36M	5	0.15%	Increased
60	Oaktree Capital Management Los Angeles, California	$108M	+$10.5M	1	1.6%	Increased
61	TGA Trilogy Global Advisors Winter Park, Florida	$107M	+$4.01M	1	3.58%	Increased
62	SEI Investments Oaks, Pennsylvania	$106M	+$385K	5	0.51%	Increased
63	Royce & Associates New York	$103M	-$1.17M	3	0.66%	Reduced
64	Frontier Capital Management Boston, Massachusetts	$101M	+$8.07M	1	0.78%	Increased
65	Carmignac Gestion Paris, France	$98M	-$32.5M	1	0.76%	Reduced
66	Fidelity International Hamilton, Bermuda	$95.8M	+$19M	2	0.28%	Increased
67	Amundi Asset Management US Boston, Massachusetts	$92.6M	+$12.2M	1	0.33%	Increased
68	AllianceBernstein Nashville, Tennessee	$92.4M	+$2.13M	6	0.08%	Increased
69	Credit Suisse Zurich, Switzerland	$92.2M	-$8.79M	6	0.09%	Reduced
70	Millennium Management New York	$91.7M	+$78.1M	7	0.19%	Increased
71	Two Sigma Investments New York	$89.5M	+$63.1M	6	0.34%	Increased
72	Macquarie Group Sydney, NSW 2000, Australia	$88M	-$59.3M	2	0.17%	Reduced
73	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$87.8M	+$33.5M	1	6.37%	Increased
74	WBC Westpac Banking Corp Sydney, Australia	$87.4M	+$1.68M	1	0.82%	Increased
75	EARNEST Partners Atlanta, Georgia	$86.8M	+$1.41M	2	0.95%	Increased