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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	BlackRock Investment Management Wilmington, Delaware	$70.2M	+$35.8M	5	0.09%	Increased
77	Sarasin & Partners London, United Kingdom	$69.2M	+$18.4M	1	1.15%	Increased
78	Aperio Group Sausalito, California	$68.2M	+$2.65M	5	0.53%	Increased
79	Baupost Group Boston, Massachusetts	$67.9M	$0	1	0.92%	Maintained
80	D.E. Shaw & Co New York	$67M	-$88.5M	7	0.12%	Reduced
81	BlackRock Group London, United Kingdom	$66.2M	-$22.1M	5	0.03%	Reduced
82	UBS Group Zurich, Switzerland	$65.5M	-$17.4M	7	0.04%	Reduced
83	TD Asset Management Toronto, Ontario, Canada	$64.2M	-$431K	2	0.12%	Reduced
84	Driehaus Capital Management Chicago, Illinois	$64.1M	-$17.9M	1	2.29%	Reduced
85	Frontier Capital Management Boston, Massachusetts	$62.6M	+$85.4K	1	0.51%	Increased
86	Mackenzie Financial Toronto Ontario, Ontario, Canada	$62.3M	+$428K	2	0.35%	Increased
87	Fidelity International Hamilton, Bermuda	$61.4M	+$4.73M	2	0.2%	Increased
88	Canada Life Winnipeg, Manitoba, Canada	$60.2M	+$3.13M	5	0.18%	Increased
89	Principal Financial Group Des Moines, Iowa	$58.2M	+$1.12M	6	0.08%	Increased
90	Norges Bank Oslo, Norway	$58.2M	+$411K	4	0.03%	Increased
91	Första AP-fonden Stockholm, Sweden	$57.7M	+$1.55M	1	1.68%	Increased
92	OAM Origin Asset Management London, United Kingdom	$57.4M	-$3.27M	1	3.83%	Reduced
93	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$57.2M	-$1.23M	2	0.13%	Reduced
94	Saturna Capital Bellingham, Washington	$56.2M	+$275K	1	1.8%	Increased
95	BlackRock Advisors Wilmington, Delaware	$55.9M	-$978K	5	0.06%	Reduced
96	Pictet Asset Management (UK) London, United Kingdom	$55.7M	-$11M	1	0.22%	Reduced
97	DCM Dupont Capital Management Wilmington, Delaware	$54.8M	+$1.18M	3	1.22%	Increased
98	Raymond James & Associates St Petersburg, Florida	$50.9M	+$3.01M	2	0.16%	Increased
99	HSBC Holdings London, United Kingdom	$49.7M	-$1.28M	3	0.14%	Reduced
100	Capital International Los Angeles, California	$48.9M	+$5.76M	1	3.54%	Increased