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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	Lazard Asset Management New York	$1.31B	-$234M	7	2.16%	Reduced
52	D.E. Shaw & Co New York	$1.27B	+$155M	4	0.76%	Increased
53	Harding Loevner Bridgewater, New Jersey	$1.18B	-$288M	1	12.18%	Reduced
54	Point72 Asset Management Stamford, Connecticut	$1.18B	-$738M	5	1.51%	Reduced
55	VOYA Investment Management Atlanta, Georgia	$1.11B	-$108M	5	1.16%	Reduced
56	Citigroup New York	$1.05B	+$217M	8	0.45%	Increased
57	State Street Boston, Massachusetts	$1.03B	+$34.3M	5	0.04%	Increased
58	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1B	-$109M	5	0.86%	Reduced
59	Raymond James Financial St Petersburg, Florida	$998M	+$449K	7	0.31%	Increased
60	Vanguard Capital Management Malvern, Pennsylvania	$988M	+$984M	7	0.02%	New
61	Nuveen Charlotte, North Carolina	$964M	-$6.4M	6	0.26%	Reduced
62	SEI Investments Oaks, Pennsylvania	$964M	+$111M	7	0.89%	Increased
63	Nomura Asset Management International Philadelphia, Pennsylvania	$927M	+$2.92M	5	1.59%	Increased
64	Marshall Wace London, United Kingdom	$904M	+$225M	7	0.9%	Increased
65	1832 Asset Management Toronto, Ontario, Canada	$884M	-$69.1M	1	0.81%	Reduced
66	Fayez Sarofim & Co Houston, Texas	$861M	+$26.4M	1	2.2%	Increased
67	Principal Financial Group Des Moines, Iowa	$846M	-$22.8M	5	0.45%	Reduced
68	Millennium Management New York	$844M	+$218M	8	0.35%	Increased
69	CCM Cantillon Capital Management New York	$843M	-$116M	1	5.6%	Reduced
70	Natixis Advisors Boston, Massachusetts	$835M	-$21.1M	6	1.16%	Reduced
71	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$820M	+$160M	2	5.56%	Increased
72	Geode Capital Management Boston, Massachusetts	$790M	+$50.2M	7	0.05%	Increased
73	LPL Financial San Diego, California	$764M	+$62.3M	9	0.2%	Increased
74	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$751M	-$90.2M	1	8.03%	Reduced
75	Stockbridge Partners Boston, Massachusetts	$727M	+$10.6M	1	17.57%	Increased