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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	$150M	+$31.5M	6	0.07%	Increased
52	Charles Schwab San Francisco, California	$140M	-$79.7M	5	0.1%	Reduced
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$136M	+$49.1M	6	0.15%	Increased
54	Amundi Asset Management US Boston, Massachusetts	$136M	+$30.7M	1	0.2%	Increased
55	CFM Coronation Fund Managers Cape Town, South Africa	$133M	+$63.4M	1	5.18%	Increased
56	Parametric Portfolio Associates Seattle, Washington	$131M	-$6.88M	7	0.12%	Reduced
57	Fidelity International Hamilton, Bermuda	$130M	-$19.9M	1	0.2%	Reduced
58	Principal Financial Group Des Moines, Iowa	$129M	-$17.7M	5	0.12%	Reduced
59	New York State Common Retirement Fund Albany, New York	$125M	-$175K	7	0.16%	Reduced
60	Royce & Associates New York	$117M	-$8.15M	3	0.81%	Reduced
61	Oaktree Capital Management Los Angeles, California	$117M	+$11.7M	1	1.64%	Increased
62	Neuberger Berman Group New York	$114M	-$360K	3	0.13%	Reduced
63	AustralianSuper Melbourne, Australia	$114M	+$37.8M	1	2.68%	Increased
64	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$113M	-$76.5M	2	0.8%	Reduced
65	MICM Matthews International Capital Management San Francisco, California	$106M	$0	1	4.72%	Maintained
66	Comgest Global Investors Paris, France	$103M	-$81.6M	1	2.28%	Reduced
67	Two Sigma Investments New York	$101M	+$10.7M	7	0.3%	Increased
68	Carmignac Gestion Paris, France	$99.3M	+$12.4M	1	0.74%	Increased
69	BAMCO Inc New York	$96.2M	-$539K	1	0.42%	Reduced
70	VanEck Associates New York	$95.9M	+$27.8M	1	0.45%	Increased
71	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$93.6M	-$11.1M	1	5.35%	Reduced
72	SCCM Schafer Cullen Capital Management New York	$93M	+$14.7M	2	1.2%	Increased
73	Aperio Group Sausalito, California	$92.1M	-$1.6M	6	0.44%	Reduced
74	MC Martin Currie Edinburgh, United Kingdom	$91.9M	+$441K	1	6.41%	Increased
75	Allianz Asset Management Munich, Germany	$91.3M	-$11.6M	3	0.09%	Reduced