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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	$778M	-$79.6M	1	5.54%	Reduced
52	Citigroup New York	$762M	-$50.7M	7	0.37%	Reduced
53	Macquarie Group Sydney, NSW 2000, Australia	$732M	-$125M	3	0.9%	Reduced
54	VOYA Investment Management Atlanta, Georgia	$726M	+$81.1M	5	0.72%	Increased
55	Principal Financial Group Des Moines, Iowa	$669M	+$8.17M	5	0.35%	Increased
56	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$666M	+$51.9M	1	9.13%	Increased
57	Nuveen Charlotte, North Carolina	$661M	-$41.1M	6	0.18%	Reduced
58	CCM Cantillon Capital Management New York	$643M	-$15.3M	1	3.72%	Reduced
59	UBS AM Chicago, Illinois	$604M	+$41.4M	7	0.12%	Increased
60	Raymond James Financial St Petersburg, Florida	$601M	+$39.6M	8	0.21%	Increased
61	Natixis Advisors Boston, Massachusetts	$581M	+$26.7M	4	0.92%	Increased
62	Driehaus Capital Management Chicago, Illinois	$580M	-$26M	1	4.64%	Reduced
63	Alphinity Investment Management Sydney, Australia	$575M	-$76.4M	1	4.92%	Reduced
64	DZ Bank Frankfurt Am Main, Germany	$566M	+$335M	1	0.57%	Increased
65	SEI Investments Oaks, Pennsylvania	$563M	-$40.1M	7	0.65%	Reduced
66	1832 Asset Management Toronto, Ontario, Canada	$563M	+$236M	1	0.44%	Increased
67	State Street Boston, Massachusetts	$561M	-$64.3M	5	0.02%	Reduced
68	Artisan Partners Milwaukee, Wisconsin	$549M	-$161M	1	0.8%	Reduced
69	ClearBridge Investments New York	$533M	-$325M	2	0.43%	Reduced
70	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$533M	+$10.9M	6	0.48%	Increased
71	Select Equity Group New York	$520M	+$75.7M	2	2.18%	Increased
72	Baillie Gifford & Co Edinburgh, United Kingdom	$513M	-$42.6M	1	0.38%	Reduced
73	Comgest Global Investors Paris, France	$504M	+$4.87M	1	8.6%	Increased
74	Stockbridge Partners Boston, Massachusetts	$502M	+$236M	1	9.82%	Increased
75	Rafferty Asset Management New York	$501M	+$114M	3	1.65%	Increased