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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	Driehaus Capital Management Chicago, Illinois	$173M	+$54.2M	1	5.43%	Increased
52	Capital Guardian Trust Los Angeles, California	$165M	-$9.82M	1	2.22%	Reduced
53	CCM Cantillon Capital Management New York	$153M	-$2.74M	1	1.55%	Reduced
54	Capital Research Global Investors Los Angeles, California	$153M	+$20.7M	1	0.05%	Increased
55	Fidelity International Hamilton, Bermuda	$152M	+$37.5M	1	0.23%	Increased
56	UBS Group Zurich, Switzerland	$152M	-$175M	7	0.06%	Reduced
57	State of New Jersey Common Pension Fund D Trenton, New Jersey	$150M	+$18.2M	4	0.56%	Increased
58	AllianceBernstein Nashville, Tennessee	$145M	+$10.5M	5	0.09%	Increased
59	Aberdeen Group Edinburgh, United Kingdom	$140M	-$11.2M	1	0.31%	Reduced
60	Sands Capital Management Arlington, Virginia	$137M	+$16.3M	1	0.41%	Increased
61	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$134M	+$9.1M	4	0.16%	Increased
62	UBS AM Chicago, Illinois	$134M	-$65.5M	6	0.1%	Reduced
63	LSV Asset Management Chicago, Illinois	$134M	-$21.5M	4	0.22%	Reduced
64	VanEck Associates New York	$133M	+$55.6M	1	0.64%	Increased
65	Credit Suisse Zurich, Switzerland	$133M	+$49.9M	5	0.12%	Increased
66	ARGA Investment Management Stamford, Connecticut	$123M	+$13.1M	2	17.92%	Increased
67	NC Northcape Capital Sydney, Australia	$122M	-$1.75M	1	22.14%	Reduced
68	New York State Common Retirement Fund Albany, New York	$119M	+$1.79M	7	0.15%	Increased
69	Allianz Asset Management Munich, Germany	$119M	-$42.3M	3	0.11%	Reduced
70	T. Rowe Price Associates Baltimore, Maryland	$118M	+$40.6M	5	0.02%	Increased
71	Oaktree Capital Management Los Angeles, California	$114M	+$791K	1	2.14%	Increased
72	Aperio Group Sausalito, California	$113M	+$6.11M	7	0.46%	Increased
73	MC Martin Currie Edinburgh, United Kingdom	$111M	+$2.61M	1	7.92%	Increased
74	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$110M	-$65.2M	4	0.78%	Reduced
75	Royce & Associates New York	$108M	-$1.14M	5	0.97%	Reduced