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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	Principal Financial Group Des Moines, Iowa	$155M	-$16.3M	5	0.15%	Reduced
52	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$155M	+$22.8M	1	9.26%	Increased
53	Oaktree Capital Management Los Angeles, California	$152M	+$7.76M	1	2.27%	Increased
54	Allianz Asset Management Munich, Germany	$143M	-$11.7M	4	0.12%	Reduced
55	MICM Matthews International Capital Management San Francisco, California	$141M	-$8.5M	1	5.84%	Reduced
56	SEI Investments Oaks, Pennsylvania	$140M	-$9.68M	6	0.5%	Reduced
57	New York State Common Retirement Fund Albany, New York	$137M	-$8.07M	6	0.18%	Reduced
58	UBS AM Chicago, Illinois	$133M	-$52.6M	5	0.12%	Reduced
59	Acadian Asset Management Boston, Massachusetts	$129M	-$38.2M	6	0.57%	Reduced
60	Fidelity International Hamilton, Bermuda	$128M	-$12.1M	1	0.37%	Reduced
61	Carmignac Gestion Paris, France	$127M	$0	1	0.98%	Maintained
62	Epoch Investment Partners New York	$123M	-$32.9M	1	0.41%	Reduced
63	Ameriprise Minneapolis, Minnesota	$119M	-$4.82M	6	0.06%	Reduced
64	Capital Guardian Trust Los Angeles, California	$118M	-$2.86M	1	2.05%	Reduced
65	Capital Research Global Investors Los Angeles, California	$113M	+$1.02K	1	0.03%	Increased
66	Amundi Asset Management US Boston, Massachusetts	$112M	-$5.25M	1	0.36%	Reduced
67	Morgan Stanley New York	$108M	-$3.89M	8	0.03%	Reduced
68	Parametric Portfolio Associates Seattle, Washington	$107M	+$7.9M	7	0.12%	Increased
69	CCM Cantillon Capital Management New York	$106M	+$103M	1	1.24%	New
70	Macquarie Group Sydney, NSW 2000, Australia	$106M	-$2.3M	4	0.19%	Reduced
71	Numeric Investors Boston, Massachusetts	$105M	-$955K	3	0.8%	Reduced
72	Bank of Montreal Toronto, Ontario, Canada	$103M	+$43.4M	6	0.09%	Increased
73	MC Martin Currie Edinburgh, United Kingdom	$103M	+$7.1M	1	7.89%	Increased
74	Royce & Associates New York	$101M	+$2.49M	3	0.67%	Increased
75	Pendal Group Sydney, Australia	$96.4M	-$481K	2	1.25%	Reduced