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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	Sarasin & Partners London, United Kingdom	$433M	+$157M	1	5.02%	Increased
52	Northern Trust Chicago, Illinois	$425M	-$57.4M	6	0.08%	Reduced
53	Vontobel Holding Zurich, Switzerland	$413M	-$53.4M	1	3.62%	Reduced
54	Renaissance Technologies New York	$396M	+$36.3M	5	0.57%	Increased
55	Jennison Associates New York	$376M	+$26.9M	2	0.31%	Increased
56	Ninety One (UK) London, United Kingdom	$374M	-$29.5M	1	1.09%	Reduced
57	BAMCO Inc New York	$368M	-$59.3M	1	1.02%	Reduced
58	Royal London Asset Management United Kingdom	$367M	+$12.6M	1	1.19%	Increased
59	MC Martin Currie Edinburgh, United Kingdom	$365M	-$5.65M	1	12.29%	Reduced
60	Wells Fargo San Francisco, California	$361M	-$2.69M	6	0.1%	Reduced
61	Axiom Investors Greenwich, Connecticut	$361M	+$31.6M	1	5.37%	Increased
62	Geode Capital Management Boston, Massachusetts	$356M	+$15M	7	0.04%	Increased
63	Nordea Investment Management Stockholm, Sweden	$344M	+$255M	2	0.47%	Increased
64	CCM Cantillon Capital Management New York	$343M	+$18.9M	1	2.4%	Increased
65	Driehaus Capital Management Chicago, Illinois	$342M	-$22.4M	2	4.32%	Reduced
66	CI Investments Inc Toronto, Ontario, Canada	$323M	+$16.1M	3	1.63%	Increased
67	Vontobel Asset Management New York	$319M	+$9.89M	1	2.12%	Increased
68	Nuveen Charlotte, North Carolina	$316M	-$38M	5	0.11%	Reduced
69	LSV Asset Management Chicago, Illinois	$316M	-$6.77M	6	0.7%	Reduced
70	SEI Investments Oaks, Pennsylvania	$314M	-$745K	7	0.55%	Reduced
71	Artisan Partners Milwaukee, Wisconsin	$300M	+$163M	1	0.48%	Increased
72	Susquehanna International Group Bala Cynwyd, Pennsylvania	$287M	-$313M	7	0.06%	Reduced
73	Amundi Paris, France	$282M	+$31.7M	6	0.14%	Increased
74	Janus Henderson Group London,	$281M	+$30.3M	5	0.18%	Increased
75	New York State Common Retirement Fund Albany, New York	$278M	-$10.3M	7	0.36%	Reduced