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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	Macquarie Group Sydney, NSW 2000, Australia	$463M	+$359M	5	0.38%	Increased
52	Brown Advisory Baltimore, Maryland	$434M	+$10.2M	2	0.65%	Increased
53	CCM Cantillon Capital Management New York	$430M	-$4.85M	1	2.89%	Reduced
54	Ninety One (UK) London, United Kingdom	$429M	-$2.04M	1	1.11%	Reduced
55	Man Group London, United Kingdom	$427M	-$17.7M	5	1.5%	Reduced
56	Alkeon Capital Management New York	$416M	-$95M	1	0.61%	Reduced
57	Schroder Investment Management Group London, United Kingdom	$415M	-$1.01B	5	0.52%	Reduced
58	Nuveen Charlotte, North Carolina	$409M	-$20.8M	6	0.12%	Reduced
59	Driehaus Capital Management Chicago, Illinois	$407M	+$22M	3	5.39%	Increased
60	Comgest Global Investors Paris, France	$405M	+$12.8M	1	5.51%	Increased
61	Principal Financial Group Des Moines, Iowa	$402M	-$2.67M	6	0.26%	Reduced
62	Fidelity International Hamilton, Bermuda	$400M	-$4.93M	1	0.43%	Reduced
63	New York State Common Retirement Fund Albany, New York	$395M	+$8.27M	7	0.41%	Increased
64	Allianz Asset Management Munich, Germany	$392M	-$4.34M	7	0.33%	Reduced
65	Hardman Johnston Global Advisors Stamford, Connecticut	$383M	+$115M	1	9.27%	Increased
66	Citigroup New York	$366M	+$29M	8	0.22%	Increased
67	BAMCO Inc New York	$359M	+$5.74M	1	0.82%	Increased
68	MC Martin Currie Edinburgh, United Kingdom	$358M	+$59.6M	1	12.34%	Increased
69	TD Asset Management Toronto, Ontario, Canada	$357M	+$15.8M	2	0.36%	Increased
70	Aberdeen Group Edinburgh, United Kingdom	$356M	+$27.6M	3	0.78%	Increased
71	SEI Investments Oaks, Pennsylvania	$355M	+$8.09M	6	0.79%	Increased
72	State of New Jersey Common Pension Fund D Trenton, New Jersey	$351M	+$4.34M	7	1.15%	Increased
73	Royal London Asset Management United Kingdom	$351M	+$27.7M	1	1.43%	Increased
74	Credit Suisse Zurich, Switzerland	$340M	+$51.2M	8	0.18%	Increased
75	Renaissance Technologies New York	$329M	-$60.2M	7	0.41%	Reduced