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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	AustralianSuper Melbourne, Australia	$238M	-$38.5M	1	2.01%	Reduced
52	Sarasin & Partners London, United Kingdom	$231M	-$24.9M	1	3.53%	Reduced
53	1832 Asset Management Toronto, Ontario, Canada	$231M	+$210M	1	0.7%	Increased
54	Fidelity International Hamilton, Bermuda	$228M	-$53.2M	1	0.32%	Reduced
55	LPU Lansdowne Partners (UK) London, United Kingdom	$228M	-$173M	1	6.16%	Reduced
56	State of New Jersey Common Pension Fund D Trenton, New Jersey	$224M	-$9.98M	6	0.84%	Reduced
57	BAMCO Inc New York	$222M	+$1.93M	1	0.85%	Increased
58	CCM Cantillon Capital Management New York	$220M	-$4.35M	1	2.05%	Reduced
59	UBS AM Chicago, Illinois	$212M	-$11.8M	5	0.13%	Reduced
60	New York State Common Retirement Fund Albany, New York	$210M	+$33.5M	5	0.25%	Increased
61	NC Northcape Capital Sydney, Australia	$207M	-$8.26M	1	33.19%	Reduced
62	UBS Group Zurich, Switzerland	$206M	+$7.19M	7	0.07%	Increased
63	Ninety One (UK) London, United Kingdom	$201M	+$49.2M	1	0.67%	Increased
64	CBT Capital Bank & Trust Irvine, California	$200M	-$50.1M	2	2.59%	Reduced
65	Aperio Group Sausalito, California	$193M	+$2.13M	7	0.69%	Increased
66	AllianceBernstein Nashville, Tennessee	$191M	-$13.1M	5	0.11%	Reduced
67	Aberdeen Group Edinburgh, United Kingdom	$190M	-$24.9M	1	0.46%	Reduced
68	VanEck Associates New York	$185M	-$32.5M	1	0.71%	Reduced
69	MC Martin Currie Edinburgh, United Kingdom	$176M	-$5.31M	1	9.77%	Reduced
70	Oaktree Capital Management Los Angeles, California	$175M	+$8.36M	1	3.29%	Increased
71	Ruane, Cunniff & Goldfarb New York	$173M	+$158M	1	2.14%	New
72	Driehaus Capital Management Chicago, Illinois	$164M	-$52.8M	1	4.36%	Reduced
73	Comgest Global Investors Paris, France	$158M	-$11.3M	1	2.86%	Reduced
74	ARGA Investment Management Stamford, Connecticut	$156M	-$17.1M	2	17.72%	Reduced
75	Waddell & Reed Financial Overland Park, Kansas	$154M	-$6.42M	1	0.38%	Reduced