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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	ClearBridge Investments New York	$683M	+$491M	2	0.55%	Increased
52	Macquarie Group Sydney, NSW 2000, Australia	$667M	+$56.9M	5	0.77%	Increased
53	Jennison Associates New York	$650M	-$223K	3	0.42%	Reduced
54	Wells Fargo San Francisco, California	$618M	-$3.63M	7	0.15%	Reduced
55	SEI Investments Oaks, Pennsylvania	$613M	+$19.3M	7	0.87%	Increased
56	Millennium Management New York	$599M	+$166M	7	0.28%	Increased
57	AllianceBernstein Nashville, Tennessee	$597M	+$16.3M	6	0.21%	Increased
58	VOYA Investment Management Atlanta, Georgia	$587M	+$16.8M	5	0.58%	Increased
59	Lord, Abbett & Co Jersey City, New Jersey	$583M	+$83.3M	3	1.91%	Increased
60	Jane Street New York	$581M	+$324M	8	0.13%	Increased
61	Fidelity International Hamilton, Bermuda	$571M	+$15.7M	1	0.56%	Increased
62	Sarasin & Partners London, United Kingdom	$547M	-$47M	1	4.85%	Reduced
63	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$545M	+$42.5M	1	7.16%	Increased
64	Ninety One (UK) London, United Kingdom	$536M	-$6.63M	2	1.48%	Reduced
65	CCM Cantillon Capital Management New York	$536M	-$23.8M	1	3.59%	Reduced
66	Tiger Global Management New York	$534M	+$3.93M	1	2.47%	Increased
67	Royal London Asset Management United Kingdom	$526M	-$60.1M	1	1.34%	Reduced
68	Ruane, Cunniff & Goldfarb New York	$526M	-$105M	1	8.19%	Reduced
69	Vontobel Holding Zurich, Switzerland	$513M	+$250M	2	1.67%	Increased
70	CI Investments Inc Toronto, Ontario, Canada	$495M	-$80.7M	3	1.95%	Reduced
71	GAMH Greenwoods Asset Management (HK) Hong Kong	$472M	+$177M	1	12.45%	Increased
72	Geode Capital Management Boston, Massachusetts	$468M	-$89.5M	7	0.04%	Reduced
73	Natixis Advisors Boston, Massachusetts	$442M	+$72.1M	4	0.96%	Increased
74	Select Equity Group New York	$441M	-$20.1M	2	1.74%	Reduced
75	Principal Financial Group Des Moines, Iowa	$439M	-$44.7M	5	0.26%	Reduced