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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	Viking Global Investors Stamford, Connecticut	$808M	+$791M	1	2.61%	New
52	Wells Fargo San Francisco, California	$766M	+$14.2M	7	0.17%	Increased
53	State Street Boston, Massachusetts	$764M	+$17.9M	5	0.03%	Increased
54	Lone Pine Capital Greenwich, Connecticut	$743M	-$87.6M	1	5.52%	Reduced
55	Tiger Global Management New York	$718M	$0	1	2.71%	Maintained
56	Macquarie Group Sydney, NSW 2000, Australia	$705M	-$10.4M	4	0.86%	Reduced
57	SEI Investments Oaks, Pennsylvania	$651M	-$7.11M	7	0.84%	Reduced
58	Driehaus Capital Management Chicago, Illinois	$645M	+$17.1M	2	5.32%	Increased
59	Fidelity International Hamilton, Bermuda	$601M	-$87M	1	0.56%	Reduced
60	CCM Cantillon Capital Management New York	$595M	+$3.09M	1	3.59%	Increased
61	Point72 Asset Management Stamford, Connecticut	$537M	+$290M	4	1.18%	Increased
62	Ninety One (UK) London, United Kingdom	$530M	-$4.81M	2	1.42%	Reduced
63	Raymond James Financial St Petersburg, Florida	$518M	+$513M	7	0.19%	New
64	Natixis Advisors Boston, Massachusetts	$515M	+$41.5M	5	0.96%	Increased
65	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$506M	+$64.9M	6	0.44%	Increased
66	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$501M	-$74.7M	1	7.35%	Reduced
67	Royal London Asset Management United Kingdom	$501M	-$29.7M	1	1.22%	Reduced
68	VOYA Investment Management Atlanta, Georgia	$500M	+$150M	5	0.52%	Increased
69	HSBC Holdings London, United Kingdom	$497M	+$345M	7	0.29%	Increased
70	Citigroup New York	$497M	+$54.9M	7	0.29%	Increased
71	Axiom Investors Greenwich, Connecticut	$480M	+$45.7M	2	3.53%	Increased
72	Millennium Management New York	$454M	-$22.5M	7	0.22%	Reduced
73	BI BlueSpruce Investments Chicago, Illinois	$454M	-$36.8M	1	9.22%	Reduced
74	Balyasny Asset Management Chicago, Illinois	$444M	+$180M	5	0.66%	Increased
75	Comgest Global Investors Paris, France	$429M	+$3.83M	1	7.03%	Increased