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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	Renaissance Technologies New York	$170M	-$10.1M	7	0.19%	Reduced
52	Sarasin & Partners London, United Kingdom	$169M	-$3.91M	1	3.29%	Reduced
53	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$168M	+$4.69M	1	9.25%	Increased
54	Principal Financial Group Des Moines, Iowa	$165M	+$2.64M	5	0.15%	Increased
55	Oaktree Capital Management Los Angeles, California	$141M	-$19.5M	1	2.22%	Reduced
56	Two Sigma Investments New York	$139M	+$111M	7	0.45%	Increased
57	Carmignac Gestion Paris, France	$138M	+$4.02M	1	0.92%	Increased
58	Fidelity International Hamilton, Bermuda	$138M	+$2.24M	1	0.38%	Increased
59	New York State Common Retirement Fund Albany, New York	$137M	-$6.69M	6	0.16%	Reduced
60	Parametric Portfolio Associates Seattle, Washington	$135M	+$23.1M	7	0.13%	Increased
61	MICM Matthews International Capital Management San Francisco, California	$134M	-$15.6M	1	6.32%	Reduced
62	UBS AM Chicago, Illinois	$131M	-$10.4M	5	0.11%	Reduced
63	Allianz Asset Management Munich, Germany	$129M	-$22M	4	0.1%	Reduced
64	Ameriprise Minneapolis, Minnesota	$128M	+$4.82M	6	0.06%	Increased
65	Numeric Investors Boston, Massachusetts	$127M	+$16M	4	0.92%	Increased
66	AustralianSuper Melbourne, Australia	$120M	+$28.2M	1	4.35%	Increased
67	Royce & Associates New York	$117M	+$11.6M	3	0.78%	Increased
68	Acadian Asset Management Boston, Massachusetts	$114M	-$24.2M	3	0.49%	Reduced
69	Neuberger Berman Group New York	$109M	+$3.9M	3	0.13%	Increased
70	SCCM Schafer Cullen Capital Management New York	$108M	+$26.2M	2	1.26%	Increased
71	Epoch Investment Partners New York	$107M	-$24.4M	1	0.35%	Reduced
72	MC Martin Currie Edinburgh, United Kingdom	$105M	-$3.42M	1	7.43%	Reduced
73	CCM Cantillon Capital Management New York	$105M	-$7.24M	1	1.25%	Reduced
74	Amundi Asset Management US Boston, Massachusetts	$105M	-$13.1M	1	0.16%	Reduced
75	VanEck Associates New York	$104M	+$17.6M	1	0.51%	Increased