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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$485M	+$90.5M	7	0.08%	Increased
52	Bank of Montreal Toronto, Ontario, Canada	$480M	+$249M	5	0.15%	Increased
53	Macquarie Group Sydney, NSW 2000, Australia	$479M	+$320M	5	0.54%	Increased
54	Geode Capital Management Boston, Massachusetts	$476M	+$1.62M	7	0.04%	Increased
55	Envestnet Asset Management Chicago, Illinois	$472M	+$66.5M	8	0.18%	Increased
56	Sarasin & Partners London, United Kingdom	$470M	-$25.9M	1	4.63%	Reduced
57	SEI Investments Oaks, Pennsylvania	$467M	+$15.3M	7	0.68%	Increased
58	Royal London Asset Management United Kingdom	$466M	-$30.5M	1	1.16%	Reduced
59	Citigroup New York	$464M	+$136M	7	0.3%	Increased
60	AllianceBernstein Nashville, Tennessee	$462M	-$41.3M	6	0.16%	Reduced
61	CI Investments Inc Toronto, Ontario, Canada	$460M	-$39.5M	3	1.82%	Reduced
62	VOYA Investment Management Atlanta, Georgia	$450M	-$106M	5	0.44%	Reduced
63	Janus Henderson Group London,	$443M	-$21.4M	6	0.24%	Reduced
64	CCM Cantillon Capital Management New York	$441M	-$8.15M	1	2.77%	Reduced
65	Fidelity International Hamilton, Bermuda	$433M	-$132M	1	0.43%	Reduced
66	Ninety One (UK) London, United Kingdom	$426M	-$50.8M	1	1.2%	Reduced
67	Axiom Investors Greenwich, Connecticut	$419M	-$158M	2	3.65%	Reduced
68	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$415M	+$38.1M	6	0.38%	Increased
69	Tiger Global Management New York	$414M	$0	1	2.26%	Maintained
70	Principal Financial Group Des Moines, Iowa	$390M	+$41.9M	5	0.23%	Increased
71	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$388M	-$144M	1	5.34%	Reduced
72	Rafferty Asset Management New York	$386M	+$77.2M	2	1.44%	Increased
73	MC Martin Currie Edinburgh, United Kingdom	$381M	-$102M	1	11.73%	Reduced
74	Lord, Abbett & Co Jersey City, New Jersey	$376M	+$74.7M	3	1.21%	Increased
75	Select Equity Group New York	$365M	+$1.52M	2	1.29%	Increased