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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	Man Group London, United Kingdom	$437M	+$25.3M	5	1.92%	Increased
52	Nuveen Charlotte, North Carolina	$435M	-$314M	6	0.14%	Reduced
53	CCM Cantillon Capital Management New York	$428M	-$17M	1	3.11%	Reduced
54	Ninety One (UK) London, United Kingdom	$425M	-$10.7M	1	1.21%	Reduced
55	Barclays London, United Kingdom	$424M	-$27.9M	4	0.23%	Reduced
56	DZ Bank Frankfurt Am Main, Germany	$419M	+$315M	1	0.77%	Increased
57	Brown Advisory Baltimore, Maryland	$412M	-$23M	2	0.7%	Reduced
58	Fidelity International Hamilton, Bermuda	$399M	-$98M	1	0.45%	Reduced
59	Allianz Asset Management Munich, Germany	$390M	-$74.6M	7	0.38%	Reduced
60	Waddell & Reed Financial Overland Park, Kansas	$389M	-$785K	1	0.8%	Reduced
61	Comgest Global Investors Paris, France	$386M	-$1.36M	1	5.91%	Reduced
62	Principal Financial Group Des Moines, Iowa	$383M	-$6.8M	6	0.27%	Reduced
63	New York State Common Retirement Fund Albany, New York	$376M	-$17.3M	6	0.42%	Reduced
64	Driehaus Capital Management Chicago, Illinois	$373M	-$51M	4	5.5%	Reduced
65	Fred Alger Management New York	$367M	+$45.7M	1	0.96%	Increased
66	Renaissance Technologies New York	$366M	+$130M	7	0.46%	Increased
67	GQG Partners Ft. Lauderdale, Florida	$359M	-$6.28M	1	1.31%	Reduced
68	Epoch Investment Partners New York	$354M	-$8.78M	2	1.65%	Reduced
69	BAMCO Inc New York	$347M	+$2.23M	1	0.86%	Increased
70	TD Asset Management Toronto, Ontario, Canada	$346M	+$10.3M	2	0.39%	Increased
71	State of New Jersey Common Pension Fund D Trenton, New Jersey	$340M	-$38.4M	7	1.19%	Reduced
72	SEI Investments Oaks, Pennsylvania	$336M	-$66.4M	7	0.85%	Reduced
73	Citigroup New York	$330M	+$86.8M	7	0.21%	Increased
74	Royal London Asset Management United Kingdom	$318M	+$227M	1	1.46%	Increased
75	Aberdeen Group Edinburgh, United Kingdom	$311M	-$43.6M	2	0.71%	Reduced