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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	VOYA Investment Management Atlanta, Georgia	$439M	+$2.34M	5	0.45%	Increased
52	Geode Capital Management Boston, Massachusetts	$430M	+$10.6M	7	0.05%	Increased
53	Ruane, Cunniff & Goldfarb New York	$423M	-$11.9M	1	6.77%	Reduced
54	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$418M	-$150M	1	6.34%	Reduced
55	CI Investments Inc Toronto, Ontario, Canada	$390M	+$63.6M	4	2.02%	Increased
56	Royal London Asset Management United Kingdom	$381M	+$3.17M	1	1.09%	Increased
57	Sarasin & Partners London, United Kingdom	$381M	-$27.4M	1	4.19%	Reduced
58	MC Martin Currie Edinburgh, United Kingdom	$377M	-$13.7M	1	12.36%	Reduced
59	Artisan Partners Milwaukee, Wisconsin	$372M	+$271M	1	0.57%	Increased
60	Wells Fargo San Francisco, California	$371M	+$1.45M	7	0.1%	Increased
61	Ninety One (UK) London, United Kingdom	$368M	-$28.1M	1	1.1%	Reduced
62	Janus Henderson Group London,	$363M	+$6.92M	6	0.22%	Increased
63	Jennison Associates New York	$358M	-$20M	3	0.27%	Reduced
64	SEI Investments Oaks, Pennsylvania	$354M	+$29.4M	7	0.57%	Increased
65	CCM Cantillon Capital Management New York	$344M	-$7.68M	1	2.3%	Reduced
66	Vontobel Holding Zurich, Switzerland	$339M	-$18.9M	2	2.84%	Reduced
67	Mondrian Investment Partners London, United Kingdom	$332M	+$49.4M	2	5.25%	Increased
68	Tiger Global Management New York	$317M	+$93.8M	1	2.25%	Increased
69	Envestnet Asset Management Chicago, Illinois	$317M	+$2.53M	8	0.13%	Increased
70	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$307M	+$6.74M	6	0.18%	Increased
71	Orbis Allan Gray Hamilton, Bermuda	$306M	-$202M	1	1.92%	Reduced
72	T. Rowe Price Investment Management Baltimore, Maryland	$304M	-$1.38M	1	0.2%	Reduced
73	New York State Common Retirement Fund Albany, New York	$297M	-$95.5K	6	0.41%	Reduced
74	Susquehanna International Group Bala Cynwyd, Pennsylvania	$297M	-$165M	7	0.06%	Reduced
75	Amundi Paris, France	$285M	-$12.9M	6	0.13%	Reduced