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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	NC Northcape Capital Sydney, Australia	$311M	-$18.3M	1	35.98%	Reduced
52	CCM Cantillon Capital Management New York	$306M	-$2.9M	1	2.56%	Reduced
53	Ninety One (UK) London, United Kingdom	$305M	+$23.9M	1	1.1%	Increased
54	Deutsche Bank Frankfurt Am Main Ge, Germany	$294M	-$56.7M	8	0.2%	Reduced
55	VanEck Associates New York	$292M	-$60.2M	1	0.93%	Reduced
56	State Street Boston, Massachusetts	$286M	-$50.6M	7	0.02%	Reduced
57	New York State Common Retirement Fund Albany, New York	$277M	-$4.2M	5	0.34%	Reduced
58	Principal Financial Group Des Moines, Iowa	$274M	-$62.9M	4	0.23%	Reduced
59	Brown Advisory Baltimore, Maryland	$272M	+$28.2M	2	0.56%	Increased
60	Waddell & Reed Financial Overland Park, Kansas	$271M	+$52.6M	1	0.65%	Increased
61	UBS AM Chicago, Illinois	$269M	+$7.89M	5	0.14%	Increased
62	Orbis Allan Gray Hamilton, Bermuda	$263M	-$33.9M	1	2.07%	Reduced
63	1832 Asset Management Toronto, Ontario, Canada	$260M	+$244M	1	0.68%	Increased
64	Aperio Group Sausalito, California	$259M	-$8.35M	7	0.87%	Reduced
65	SM SB Management Abu Dhabi, United Arab Emirates	$256M	+$240M	1	1.77%	New
66	Mondrian Investment Partners London, United Kingdom	$254M	-$62.2M	2	8.8%	Reduced
67	Alkeon Capital Management New York	$251M	+$3.8M	1	0.47%	Increased
68	State of New Jersey Common Pension Fund D Trenton, New Jersey	$249M	-$27.5M	6	0.99%	Reduced
69	Aberdeen Group Edinburgh, United Kingdom	$247M	-$15.4M	2	0.66%	Reduced
70	TD Asset Management Toronto, Ontario, Canada	$246M	+$101M	2	0.34%	Increased
71	Susquehanna International Group Bala Cynwyd, Pennsylvania	$246M	+$103M	4	0.05%	Increased
72	CBT Capital Bank & Trust Irvine, California	$236M	-$2.11M	1	3.18%	Reduced
73	Sarasin & Partners London, United Kingdom	$236M	-$31.7M	1	3.41%	Reduced
74	BAMCO Inc New York	$231M	-$18.3M	1	0.71%	Reduced
75	Neuberger Berman Group New York	$229M	-$4.06M	3	0.27%	Reduced