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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	$180M	+$11.9M	6	0.06%	Increased
52	CCM Cantillon Capital Management New York	$175M	-$10.8M	1	1.97%	Reduced
53	Parametric Portfolio Associates Seattle, Washington	$166M	+$11M	7	0.15%	Increased
54	T. Rowe Price Associates Baltimore, Maryland	$162M	+$59.5M	5	0.02%	Increased
55	LSV Asset Management Chicago, Illinois	$160M	+$3.24M	4	0.24%	Increased
56	Oaktree Capital Management Los Angeles, California	$160M	+$17.6M	1	2.15%	Increased
57	Citadel Advisors Miami, Florida	$157M	+$131M	6	0.07%	Increased
58	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$151M	+$14.4M	2	1.02%	Increased
59	Renaissance Technologies New York	$149M	-$144M	8	0.15%	Reduced
60	State of New Jersey Common Pension Fund D Trenton, New Jersey	$142M	-$39.4M	3	0.52%	Reduced
61	New York State Common Retirement Fund Albany, New York	$141M	-$7.71M	7	0.17%	Reduced
62	VanEck Associates New York	$140M	+$22.6M	1	0.68%	Increased
63	AustralianSuper Melbourne, Australia	$139M	+$1.28M	1	2.63%	Increased
64	Fidelity International Hamilton, Bermuda	$130M	-$25.8M	1	0.19%	Reduced
65	MICM Matthews International Capital Management San Francisco, California	$128M	-$452K	1	6.12%	Reduced
66	CFM Coronation Fund Managers Cape Town, South Africa	$127M	-$31.1M	1	5.49%	Reduced
67	Driehaus Capital Management Chicago, Illinois	$126M	+$20.9M	1	3.88%	Increased
68	Royce & Associates New York	$126M	+$8.42M	3	0.87%	Increased
69	Neuberger Berman Group New York	$124M	-$6.65M	3	0.14%	Reduced
70	Sands Capital Management Arlington, Virginia	$123M	+$13.4M	1	0.35%	Increased
71	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$122M	+$8.17M	1	5.92%	Increased
72	Comgest Global Investors Paris, France	$120M	-$4.21M	1	2.69%	Reduced
73	BAMCO Inc New York	$118M	+$1.39M	1	0.49%	Increased
74	Asset Management One Tokyo, Japan	$118M	+$55M	1	0.24%	Increased
75	Carmignac Gestion Paris, France	$117M	-$2.52M	1	0.99%	Reduced