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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	Mondrian Investment Partners London, United Kingdom	$222M	-$28.3M	2	7.95%	Reduced
52	Altshuler Shaham Tel Aviv, Israel	$218M	+$200M	1	6.56%	Increased
53	CCM Cantillon Capital Management New York	$217M	+$1.57M	1	1.88%	Increased
54	Oaktree Capital Management Los Angeles, California	$216M	+$18.2M	1	4.79%	Increased
55	Orbis Allan Gray Hamilton, Bermuda	$209M	-$7.97M	1	1.57%	Reduced
56	NC Northcape Capital Sydney, Australia	$207M	+$7.84M	1	30.99%	Increased
57	Janus Henderson Group London,	$201M	-$8.94M	1	0.11%	Reduced
58	New York State Common Retirement Fund Albany, New York	$201M	+$1.1M	5	0.26%	Increased
59	State of New Jersey Common Pension Fund D Trenton, New Jersey	$200M	-$11.5M	6	0.83%	Reduced
60	Ninety One (UK) London, United Kingdom	$196M	-$9.66M	1	0.69%	Reduced
61	Aperio Group Sausalito, California	$191M	-$2.3M	7	0.71%	Reduced
62	Sarasin & Partners London, United Kingdom	$189M	+$11.6M	1	3.02%	Increased
63	Parametric Portfolio Associates Seattle, Washington	$188M	-$79.2M	7	0.14%	Reduced
64	Aberdeen Group Edinburgh, United Kingdom	$187M	+$3.04M	1	0.51%	Increased
65	UBS AM Chicago, Illinois	$185M	-$48.8M	5	0.11%	Reduced
66	Neuberger Berman Group New York	$176M	+$20.1M	3	0.22%	Increased
67	Brown Advisory Baltimore, Maryland	$176M	+$33.6M	2	0.41%	Increased
68	BAMCO Inc New York	$175M	-$31.5M	1	0.63%	Reduced
69	Alkeon Capital Management New York	$173M	+$65.9M	1	0.44%	Increased
70	CBT Capital Bank & Trust Irvine, California	$167M	-$6.22M	1	2.44%	Reduced
71	MC Martin Currie Edinburgh, United Kingdom	$164M	-$3.65M	1	10.08%	Reduced
72	Credit Suisse Zurich, Switzerland	$163M	+$31.1M	5	0.12%	Increased
73	Allianz Asset Management Munich, Germany	$157M	-$41.3M	5	0.18%	Reduced
74	Waddell & Reed Financial Overland Park, Kansas	$150M	-$45.5K	1	0.39%	Reduced
75	GQG Partners Ft. Lauderdale, Florida	$145M	+$18.3M	1	0.64%	Increased