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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	Ninety One (UK) London, United Kingdom	$312M	+$554K	1	1%	Increased
52	Millennium Management New York	$292M	+$101M	7	0.16%	Increased
53	BAMCO Inc New York	$287M	+$14.3M	1	0.96%	Increased
54	LSV Asset Management Chicago, Illinois	$280M	-$31.1M	5	0.62%	Reduced
55	State of New Jersey Common Pension Fund D Trenton, New Jersey	$270M	+$48.4M	6	1.02%	Increased
56	AllianceBernstein Nashville, Tennessee	$270M	+$50.2M	5	0.12%	Increased
57	Invesco Atlanta, Georgia	$268M	-$25.3M	6	0.08%	Reduced
58	Citadel Advisors Miami, Florida	$267M	+$174M	8	0.06%	Increased
59	Citigroup New York	$265M	-$41M	7	0.21%	Reduced
60	Wells Fargo San Francisco, California	$259M	-$6.65M	7	0.08%	Reduced
61	Driehaus Capital Management Chicago, Illinois	$254M	-$3.24M	1	3.78%	Reduced
62	MC Martin Currie Edinburgh, United Kingdom	$254M	-$11.1M	1	9.91%	Reduced
63	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$245M	+$238M	1	5.92%	New
64	CCM Cantillon Capital Management New York	$242M	-$5.21M	1	2.05%	Reduced
65	Royal London Asset Management United Kingdom	$240M	+$32M	1	1.08%	Increased
66	Geode Capital Management Boston, Massachusetts	$240M	-$125M	7	0.03%	Reduced
67	D.E. Shaw & Co New York	$233M	+$33M	6	0.26%	Increased
68	Causeway Capital Management Los Angeles, California	$228M	-$22.5M	1	6.61%	Reduced
69	Nuveen Charlotte, North Carolina	$228M	-$5.97M	5	0.09%	Reduced
70	Principal Financial Group Des Moines, Iowa	$214M	-$20.8M	5	0.16%	Reduced
71	Jane Street New York	$214M	+$92.4M	7	0.1%	Increased
72	Susquehanna International Group Bala Cynwyd, Pennsylvania	$206M	+$47.4M	7	0.05%	Increased
73	NC Northcape Capital Sydney, Australia	$205M	-$18.9M	1	25.27%	Reduced
74	UBS AM Chicago, Illinois	$202M	+$59.2M	4	0.11%	Increased
75	Sarasin & Partners London, United Kingdom	$200M	+$50.8M	1	2.62%	Increased