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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	Alkeon Capital Management New York	$491M	+$120M	1	0.91%	Increased
52	Driehaus Capital Management Chicago, Illinois	$479M	+$50.3M	2	4.88%	Increased
53	Nuveen Charlotte, North Carolina	$463M	+$36.6M	6	0.14%	Increased
54	TD Asset Management Toronto, Ontario, Canada	$454M	+$78.2M	3	0.38%	Increased
55	Axiom Investors Greenwich, Connecticut	$446M	-$19.1M	1	8.2%	Reduced
56	MC Martin Currie Edinburgh, United Kingdom	$439M	+$19.6M	1	12.17%	Increased
57	Fidelity International Hamilton, Bermuda	$439M	+$11.3M	1	0.45%	Increased
58	Causeway Capital Management Los Angeles, California	$437M	-$57M	1	9.61%	Reduced
59	Macquarie Group Sydney, NSW 2000, Australia	$425M	-$54.4M	5	0.35%	Reduced
60	Ninety One (UK) London, United Kingdom	$410M	-$14.4M	1	0.97%	Reduced
61	Royal London Asset Management United Kingdom	$402M	+$19.3M	1	1.5%	Increased
62	Vontobel Asset Management New York	$402M	+$15M	1	2.36%	Increased
63	Comgest Global Investors Paris, France	$396M	-$504K	1	5.27%	Reduced
64	CCM Cantillon Capital Management New York	$393M	-$29M	1	2.6%	Reduced
65	Principal Financial Group Des Moines, Iowa	$387M	-$6.45M	6	0.23%	Reduced
66	AllianceBernstein Nashville, Tennessee	$376M	+$75.2M	6	0.13%	Increased
67	Aberdeen Group Edinburgh, United Kingdom	$370M	-$13.1M	2	0.81%	Reduced
68	Allianz Asset Management Munich, Germany	$360M	-$20.5M	6	0.25%	Reduced
69	SEI Investments Oaks, Pennsylvania	$358M	+$17.5M	7	0.67%	Increased
70	State of New Jersey Common Pension Fund D Trenton, New Jersey	$352M	-$2.55M	6	1.02%	Reduced
71	American Century Companies Kansas City, Missouri	$346M	+$78.3M	6	0.22%	Increased
72	AustralianSuper Melbourne, Australia	$344M	+$302M	1	1.78%	New
73	New York State Common Retirement Fund Albany, New York	$341M	-$59.6M	7	0.34%	Reduced
74	Geode Capital Management Boston, Massachusetts	$340M	+$94M	7	0.04%	Increased
75	ClearBridge Investments New York	$333M	+$45.1M	1	0.23%	Increased