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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	Jane Street New York	$989M	-$361M	8	0.15%	Reduced
52	Citadel Advisors Miami, Florida	$978M	+$671M	7	0.15%	Increased
53	Capital Research Global Investors Los Angeles, California	$977M	+$376M	1	0.18%	Increased
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$958M	-$39.5M	6	0.79%	Reduced
55	Lone Pine Capital Greenwich, Connecticut	$928M	$0	1	6.82%	Maintained
56	Raymond James Financial St Petersburg, Florida	$888M	+$20.4M	7	0.28%	Increased
57	CCM Cantillon Capital Management New York	$860M	+$6.25M	1	4.65%	Increased
58	Nuveen Charlotte, North Carolina	$857M	-$29.2M	6	0.22%	Reduced
59	1832 Asset Management Toronto, Ontario, Canada	$856M	+$55M	1	0.65%	Increased
60	Nomura Asset Management International Philadelphia, Pennsylvania	$829M	+$799M	4	1.25%	New
61	State Street Boston, Massachusetts	$807M	-$10.5M	5	0.03%	Reduced
62	Principal Financial Group Des Moines, Iowa	$769M	-$93.4M	5	0.39%	Reduced
63	Natixis Advisors Boston, Massachusetts	$761M	-$27.2M	5	1.08%	Reduced
64	SEI Investments Oaks, Pennsylvania	$758M	+$114M	7	0.75%	Increased
65	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$755M	-$101M	1	8.09%	Reduced
66	Fayez Sarofim & Co Houston, Texas	$751M	+$128M	1	1.8%	Increased
67	Driehaus Capital Management Chicago, Illinois	$742M	+$17.6M	3	5.04%	Increased
68	Soroban Capital Partners New York	$738M	+$234M	1	5.15%	Increased
69	Citigroup New York	$735M	-$179M	8	0.32%	Reduced
70	Deutsche Bank Frankfurt Am Main Ge, Germany	$712M	+$327M	7	0.23%	Increased
71	Arrowstreet Capital Boston, Massachusetts	$696M	-$215M	3	0.41%	Reduced
72	T. Rowe Price Investment Management Baltimore, Maryland	$688M	+$432M	2	0.43%	Increased
73	Stockbridge Partners Boston, Massachusetts	$645M	-$2.21M	1	14.19%	Reduced
74	LPL Financial San Diego, California	$631M	+$50.3M	7	0.17%	Increased
75	Saturna Capital Bellingham, Washington	$620M	-$28.9M	1	8.23%	Reduced