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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$914M	+$230M	6	0.75%	Increased
52	Macquarie Group Sydney, NSW 2000, Australia	$892M	-$9.42M	4	1.04%	Reduced
53	Lone Pine Capital Greenwich, Connecticut	$853M	-$93.8M	1	6.2%	Reduced
54	Citigroup New York	$835M	-$86.6M	8	0.37%	Reduced
55	Arrowstreet Capital Boston, Massachusetts	$834M	-$145M	4	0.53%	Reduced
56	Nuveen Charlotte, North Carolina	$810M	-$5.71M	6	0.21%	Reduced
57	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$790M	-$27.9M	1	9.88%	Reduced
58	Raymond James Financial St Petersburg, Florida	$789M	+$39.9M	7	0.25%	Increased
59	CCM Cantillon Capital Management New York	$784M	-$7.57M	1	4.32%	Reduced
60	Principal Financial Group Des Moines, Iowa	$775M	-$49.1M	5	0.39%	Reduced
61	DZ Bank Frankfurt Am Main, Germany	$744M	+$39.9M	1	0.65%	Increased
62	1832 Asset Management Toronto, Ontario, Canada	$735M	+$35.7M	1	0.58%	Increased
63	Natixis Advisors Boston, Massachusetts	$716M	+$3.45M	4	1.04%	Increased
64	State Street Boston, Massachusetts	$703M	+$3.17M	5	0.02%	Increased
65	BI BlueSpruce Investments Chicago, Illinois	$701M	+$102M	1	16.1%	Increased
66	Driehaus Capital Management Chicago, Illinois	$664M	-$45.9M	3	4.75%	Reduced
67	Select Equity Group New York	$631M	-$8.34M	2	2.6%	Reduced
68	D.E. Shaw & Co New York	$616M	+$258M	6	0.35%	Increased
69	Saturna Capital Bellingham, Washington	$598M	+$528K	1	7.7%	Increased
70	Altshuler Shaham Tel Aviv, Israel	$596M	+$156M	2	9.84%	Increased
71	Stockbridge Partners Boston, Massachusetts	$594M	-$21.9M	1	11.49%	Reduced
72	Comgest Global Investors Paris, France	$593M	-$25.2M	1	10.5%	Reduced
73	Ninety One (UK) London, United Kingdom	$585M	+$20.3M	2	1.26%	Increased
74	SEI Investments Oaks, Pennsylvania	$583M	-$96.7M	7	0.63%	Reduced
75	Fayez Sarofim & Co Houston, Texas	$576M	+$7.95M	1	1.34%	Increased