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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	$422M	-$3.37M	1	0.85%	Reduced
52	LMR Partners London, United Kingdom	$417M	+$454M	2	4.84%	Increased
53	TD Asset Management Toronto, Ontario, Canada	$407M	+$15.4M	2	0.37%	Increased
54	Nuveen Charlotte, North Carolina	$407M	+$205K	5	0.13%	Increased
55	Driehaus Capital Management Chicago, Illinois	$400M	-$9.22M	2	4.92%	Reduced
56	Fidelity International Hamilton, Bermuda	$389M	+$9.77M	1	0.4%	Increased
57	Millennium Management New York	$384M	+$228M	8	0.2%	Increased
58	Causeway Capital Management Los Angeles, California	$380M	+$1.22M	1	9.08%	Increased
59	MC Martin Currie Edinburgh, United Kingdom	$373M	-$8.59M	1	11.96%	Reduced
60	Axiom Investors Greenwich, Connecticut	$359M	-$30.2M	1	8.5%	Reduced
61	AllianceBernstein Nashville, Tennessee	$354M	+$25.1M	6	0.14%	Increased
62	CCM Cantillon Capital Management New York	$351M	+$11.6M	1	2.51%	Increased
63	Susquehanna International Group Bala Cynwyd, Pennsylvania	$349M	+$85.8M	9	0.06%	Increased
64	American Century Companies Kansas City, Missouri	$344M	+$40.1M	5	0.23%	Increased
65	Ninety One (UK) London, United Kingdom	$343M	-$13.7M	1	0.87%	Reduced
66	Macquarie Group Sydney, NSW 2000, Australia	$337M	-$38M	5	0.26%	Reduced
67	Principal Financial Group Des Moines, Iowa	$334M	-$4.4M	6	0.21%	Reduced
68	Orbis Allan Gray Hamilton, Bermuda	$332M	+$373M	1	2.42%	New
69	Vontobel Asset Management New York	$327M	-$22M	1	2.17%	Reduced
70	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$313M	+$301M	2	1.08%	Increased
71	Allianz Asset Management Munich, Germany	$309M	-$2.8M	6	0.23%	Reduced
72	State of New Jersey Common Pension Fund D Trenton, New Jersey	$300M	-$6.67M	6	0.95%	Reduced
73	Geode Capital Management Boston, Massachusetts	$298M	-$1.1M	7	0.04%	Reduced
74	SEI Investments Oaks, Pennsylvania	$294M	-$20.6M	7	0.59%	Reduced
75	New York State Common Retirement Fund Albany, New York	$292M	-$3.41M	7	0.31%	Reduced