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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	Whale Rock Capital Management Boston, Massachusetts	$440M	+$150M	1	2.93%	Increased
52	Vontobel Asset Management New York	$438M	-$19.5M	1	2.59%	Reduced
53	Allianz Asset Management Munich, Germany	$420M	+$108M	4	0.42%	Increased
54	Barclays London, United Kingdom	$414M	+$189M	3	0.22%	Increased
55	State Street Boston, Massachusetts	$410M	-$5.77M	7	0.03%	Reduced
56	CCM Cantillon Capital Management New York	$409M	-$2.18M	1	3.07%	Reduced
57	Ninety One (UK) London, United Kingdom	$401M	-$8.12M	1	1.23%	Reduced
58	Brown Advisory Baltimore, Maryland	$391M	+$17.4M	2	0.69%	Increased
59	Driehaus Capital Management Chicago, Illinois	$386M	-$67.1M	2	6.23%	Reduced
60	Man Group London, United Kingdom	$378M	-$38.2M	5	1.66%	Reduced
61	SEI Investments Oaks, Pennsylvania	$364M	-$85.6M	6	0.94%	Reduced
62	Waddell & Reed Financial Overland Park, Kansas	$359M	-$4.35M	1	0.76%	Reduced
63	Comgest Global Investors Paris, France	$357M	-$72.6M	1	6.26%	Reduced
64	New York State Common Retirement Fund Albany, New York	$357M	-$15M	5	0.4%	Reduced
65	Aperio Group Sausalito, California	$351M	+$1.57M	7	1.04%	Increased
66	UBS AM Chicago, Illinois	$347M	-$13.9M	6	0.16%	Reduced
67	Principal Financial Group Des Moines, Iowa	$347M	-$29.4M	4	0.26%	Reduced
68	State of New Jersey Common Pension Fund D Trenton, New Jersey	$343M	+$6.45M	6	1.21%	Increased
69	NC Northcape Capital Sydney, Australia	$337M	-$28.8M	1	35.33%	Reduced
70	GQG Partners Ft. Lauderdale, Florida	$336M	+$46.9M	1	1.15%	Increased
71	Epoch Investment Partners New York	$332M	+$63.3M	1	1.53%	Increased
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$328M	+$32.9M	1	0.21%	Increased
73	BAMCO Inc New York	$318M	+$6.85M	1	0.79%	Increased
74	Mondrian Investment Partners London, United Kingdom	$315M	-$12.6M	3	7.79%	Reduced
75	Nikko Asset Management Americas New York	$314M	+$35.2M	1	1.78%	Increased