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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	Lone Pine Capital Greenwich, Connecticut	$642M	+$20.4M	1	5.54%	Increased
52	Citigroup New York	$623M	+$245M	7	0.32%	Increased
53	D.E. Shaw & Co New York	$592M	+$497M	6	0.53%	Increased
54	State Street Boston, Massachusetts	$578M	-$18.8M	5	0.02%	Reduced
55	HSBC Holdings London, United Kingdom	$578M	+$198M	6	0.36%	Increased
56	Allspring Global Investments Charlotte, North Carolina	$570M	-$175M	4	0.99%	Reduced
57	Susquehanna International Group Bala Cynwyd, Pennsylvania	$567M	+$609M	7	0.1%	Increased
58	Artisan Partners Milwaukee, Wisconsin	$547M	-$702M	1	0.88%	Reduced
59	Nuveen Charlotte, North Carolina	$534M	-$245M	6	0.16%	Reduced
60	Principal Financial Group Des Moines, Iowa	$498M	+$216M	5	0.28%	Increased
61	Alphinity Investment Management Sydney, Australia	$490M	+$230M	1	3.32%	Increased
62	CCM Cantillon Capital Management New York	$485M	-$17.6M	1	3.14%	Reduced
63	VOYA Investment Management Atlanta, Georgia	$463M	+$51.5M	5	0.51%	Increased
64	SEI Investments Oaks, Pennsylvania	$454M	-$102M	7	0.58%	Reduced
65	Driehaus Capital Management Chicago, Illinois	$448M	-$110M	1	4.32%	Reduced
66	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$442M	+$24.3M	1	6.62%	Increased
67	Royal London Asset Management United Kingdom	$423M	+$2.98M	1	1%	Increased
68	Raymond James Financial St Petersburg, Florida	$420M	-$9.06M	7	0.16%	Reduced
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$419M	+$12.7M	6	0.4%	Increased
70	UBS AM Chicago, Illinois	$415M	+$111M	7	0.11%	Increased
71	Baillie Gifford & Co Edinburgh, United Kingdom	$414M	+$107M	1	0.36%	Increased
72	Natixis Advisors Boston, Massachusetts	$405M	-$31.5M	4	0.75%	Reduced
73	BI BlueSpruce Investments Chicago, Illinois	$398M	+$19.5M	1	9.29%	Increased
74	Aspex Management (HK) Central, Hong Kong	$396M	+$360M	1	10.17%	Increased
75	Comgest Global Investors Paris, France	$365M	+$5.2M	1	6.51%	Increased