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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	JSP Jackson Square Partners Larkspur, California	$85.6M	-$207K	1	0.38%	Reduced
77	VanEck Associates New York	$85.1M	+$27.8M	1	0.4%	Increased
78	Parametric Portfolio Associates Seattle, Washington	$84.4M	-$23.1M	6	0.13%	Reduced
79	Fidelity International Hamilton, Bermuda	$82.8M	+$10.7M	2	0.25%	Increased
80	AEGON Asset Management (UK) Edinburgh, United Kingdom	$81.9M	-$10.7M	1	2.3%	Reduced
81	Frontier Capital Management Boston, Massachusetts	$80.4M	+$1.64M	1	0.64%	Increased
82	Aperio Group Sausalito, California	$80.1M	+$1.36M	5	0.58%	Increased
83	JHC JFB Holdings Corp Atlanta, Georgia	$78.7M	-$46.4M	1	2.51%	Reduced
84	TD Asset Management Toronto, Ontario, Canada	$74.3M	-$555K	1	0.13%	Reduced
85	Baupost Group Boston, Massachusetts	$74.3M	$0	1	1.06%	Maintained
86	MC Martin Currie Edinburgh, United Kingdom	$72.2M	+$16.9M	1	6.54%	Increased
87	Canada Life Winnipeg, Manitoba, Canada	$70.9M	+$477K	5	0.21%	Increased
88	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$70.6M	+$33.2M	1	31.25%	Increased
89	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$69.1M	+$2.25M	2	0.14%	Increased
90	Driehaus Capital Management Chicago, Illinois	$68M	-$6.33M	1	2.3%	Reduced
91	BlackRock Group London, United Kingdom	$66.2M	-$11M	5	0.03%	Reduced
92	Saturna Capital Bellingham, Washington	$65.5M	-$53.6K	1	2.14%	Reduced
93	OAM Origin Asset Management London, United Kingdom	$64.3M	-$2.49M	1	4.09%	Reduced
94	Principal Financial Group Des Moines, Iowa	$63M	-$4.66M	5	0.08%	Reduced
95	BlackRock Investment Management Wilmington, Delaware	$61.7M	-$20.3M	5	0.08%	Reduced
96	Artisan Partners Milwaukee, Wisconsin	$60.7M	+$56.7M	1	0.12%	New
97	DCM Dupont Capital Management Wilmington, Delaware	$60.5M	-$3.25M	2	1.35%	Reduced
98	Raymond James & Associates St Petersburg, Florida	$60M	+$661K	2	0.16%	Increased
99	Cornerstone Investment Partners Atlanta, Georgia	$60M	+$55.9M	1	2.61%	Increased
100	HSBC Holdings London, United Kingdom	$59.5M	+$1.25M	3	0.15%	Increased