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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	Invesco Atlanta, Georgia	$402M	+$72M	7	0.11%	Increased
52	BAMCO Inc New York	$398M	+$38.9M	1	1.2%	Increased
53	Barclays London, United Kingdom	$395M	-$80M	6	0.18%	Reduced
54	VOYA Investment Management Atlanta, Georgia	$376M	+$127M	5	0.4%	Increased
55	Ninety One (UK) London, United Kingdom	$374M	-$14.7M	1	1.16%	Reduced
56	AllianceBernstein Nashville, Tennessee	$345M	+$12.2M	5	0.15%	Increased
57	MC Martin Currie Edinburgh, United Kingdom	$342M	+$24.8M	1	12.23%	Increased
58	State of New Jersey Common Pension Fund D Trenton, New Jersey	$338M	+$555K	6	1.21%	Increased
59	Driehaus Capital Management Chicago, Illinois	$338M	+$20.1M	1	4.74%	Increased
60	Tower Research Capital (TRC) New York	$337M	+$94.3M	6	10.72%	Increased
61	Wells Fargo San Francisco, California	$333M	+$9.84M	6	0.1%	Increased
62	Renaissance Technologies New York	$328M	-$447M	6	0.44%	Reduced
63	Royal London Asset Management United Kingdom	$326M	+$24.9M	1	1.31%	Increased
64	Nuveen Charlotte, North Carolina	$322M	+$38.8M	5	0.12%	Increased
65	Jennison Associates New York	$320M	+$308M	2	0.29%	Increased
66	Axiom Investors Greenwich, Connecticut	$301M	+$142M	1	4.96%	Increased
67	CCM Cantillon Capital Management New York	$298M	-$4.6M	1	2.42%	Reduced
68	SEI Investments Oaks, Pennsylvania	$289M	+$60.3M	7	0.54%	Increased
69	Geode Capital Management Boston, Massachusetts	$286M	+$1.7M	7	0.04%	Increased
70	Vontobel Asset Management New York	$284M	+$42.6M	1	2.05%	Increased
71	LSV Asset Management Chicago, Illinois	$284M	-$27.3M	6	0.64%	Reduced
72	CI Investments Inc Toronto, Ontario, Canada	$280M	+$60.8M	3	1.41%	Increased
73	Holocene Advisors New York	$273M	+$159M	2	1.34%	Increased
74	PineStone Asset Management Montreal, Quebec, Canada	$272M	+$248M	1	6.58%	Increased
75	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$269M	+$26.5M	6	0.15%	Increased