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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	Wells Fargo San Francisco, California	$667M	+$53.2M	8	0.15%	Increased
52	Macquarie Group Sydney, NSW 2000, Australia	$664M	+$5.59M	4	0.72%	Increased
53	Jane Street New York	$643M	+$72.3M	7	0.14%	Increased
54	Tiger Global Management New York	$631M	+$96.1M	1	2.69%	Increased
55	Fidelity International Hamilton, Bermuda	$607M	+$35.8M	1	0.55%	Increased
56	SEI Investments Oaks, Pennsylvania	$598M	-$2.69M	7	0.78%	Reduced
57	Driehaus Capital Management Chicago, Illinois	$554M	-$363M	2	4.75%	Reduced
58	CCM Cantillon Capital Management New York	$520M	-$15.2M	1	3.18%	Reduced
59	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$507M	-$36.1M	1	6.74%	Reduced
60	Ruane, Cunniff & Goldfarb New York	$504M	-$20.3M	1	7.89%	Reduced
61	Ninety One (UK) London, United Kingdom	$471M	-$63.7M	2	1.26%	Reduced
62	Rafferty Asset Management New York	$470M	+$94.9M	3	1.61%	Increased
63	Royal London Asset Management United Kingdom	$467M	-$57.6M	1	1.15%	Reduced
64	Lord, Abbett & Co Jersey City, New Jersey	$449M	-$101M	3	1.43%	Reduced
65	Geode Capital Management Boston, Massachusetts	$441M	+$7.3M	7	0.04%	Increased
66	Vontobel Holding Zurich, Switzerland	$435M	-$76.5M	2	1.4%	Reduced
67	Millennium Management New York	$435M	-$130M	7	0.21%	Reduced
68	BI BlueSpruce Investments Chicago, Illinois	$432M	+$49.2M	1	7.96%	Increased
69	Natixis Advisors Boston, Massachusetts	$429M	-$5.86M	3	0.84%	Reduced
70	UBS AM Chicago, Illinois	$416M	+$295M	7	0.11%	Increased
71	Citigroup New York	$413M	+$66M	7	0.24%	Increased
72	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$407M	+$52.7M	6	0.36%	Increased
73	Axiom Investors Greenwich, Connecticut	$383M	-$30.3M	2	3.36%	Reduced
74	Citadel Advisors Miami, Florida	$381M	-$23.2M	7	0.07%	Reduced
75	MC Martin Currie Edinburgh, United Kingdom	$380M	-$23.7M	1	13.48%	Reduced