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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
76	Hudson Bay Capital Management Stamford, Connecticut	$924M	+$494M	2	2.51%	Increased
77	DZ Bank Frankfurt Am Main, Germany	$913M	+$128M	2	0.7%	Increased
78	Jones Financial Companies Des Peres, Missouri	$909M	+$54.8M	7	0.36%	Increased
79	National Bank of Canada Montreal, Quebec, Canada	$894M	+$50M	3	0.64%	Increased
80	1832 Asset Management Toronto, Ontario, Canada	$846M	-$343M	1	0.42%	Reduced
81	Deutsche Bank Frankfurt Am Main Ge, Germany	$844M	-$39.8M	7	0.24%	Reduced
82	Bessemer Group Woodbridge, New Jersey	$835M	-$67M	7	1.15%	Reduced
83	BNP Paribas Asset Management Paris, France	$831M	+$16.8M	6	0.83%	Increased
84	Amundi Paris, France	$827M	-$11.1M	7	0.2%	Reduced
85	Saturna Capital Bellingham, Washington	$808M	-$51.7M	1	9.86%	Reduced
86	Legal & General Group London, United Kingdom	$804M	-$82.7M	7	0.17%	Reduced
87	Neuberger Berman Group New York	$800M	+$55.8M	6	0.53%	Increased
88	Appaloosa LP Short Hills, New Jersey	$788M	+$131M	1	10.2%	Increased
89	Man Group London, United Kingdom	$746M	+$91.8M	7	1.19%	Increased
90	Phoenix Financial Givatayim, Israel	$745M	+$588M	5	5.09%	Increased
91	AMF Tjänstepension Stockholm, Sweden	$743M	-$35.6M	1	4.4%	Reduced
92	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$736M	+$462M	3	11.87%	Increased
93	Royal London Asset Management United Kingdom	$727M	-$29M	1	1.34%	Reduced
94	Swedbank Stockholm, Sweden	$707M	+$11M	2	0.61%	Increased
95	Ninety One (UK) London, United Kingdom	$707M	-$43.4M	2	1.58%	Reduced
96	LPU Lansdowne Partners (UK) London, United Kingdom	$705M	+$56.9M	1	29%	Increased
97	Optiver Holding Amsterdam, Netherlands	$703M	+$75.1M	4	0.19%	Increased
98	Menora Mivtachim Holdings Ramat Gan, Israel	$702M	+$5.02M	2	2.74%	Increased
99	Altshuler Shaham Tel Aviv, Israel	$694M	+$3.2M	3	8.63%	Increased
100	Dodge & Cox San Francisco, California	$688M	+$541M	1	0.36%	Increased