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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	D.E. Shaw & Co New York	$95.9M	+$36.2M	7	0.13%	Increased
77	Royce & Associates New York	$95.4M	-$10.5M	4	0.86%	Reduced
78	MC Martin Currie Edinburgh, United Kingdom	$92.9M	+$2.35M	1	7.54%	Increased
79	Susquehanna International Group Bala Cynwyd, Pennsylvania	$91.2M	+$91.2M	6	0.04%	Increased
80	Bank of Montreal Toronto, Ontario, Canada	$91.1M	+$46.5M	6	0.09%	Increased
81	Carmignac Gestion Paris, France	$90.5M	-$7.83M	1	1.37%	Reduced
82	Aperio Group Sausalito, California	$88.7M	-$5.97M	7	0.45%	Reduced
83	Capital Research Global Investors Los Angeles, California	$88.6M	-$3.81M	1	0.03%	Reduced
84	Macquarie Group Sydney, NSW 2000, Australia	$86.7M	+$548K	4	0.17%	Increased
85	Ninety One (UK) London, United Kingdom	$86.4M	+$59.7M	1	0.37%	Increased
86	MBA Maple-Brown Abbott Barangaroo, Australia	$83.1M	+$1.93M	1	7.45%	Increased
87	Citadel Advisors Miami, Florida	$80.7M	-$52.9M	6	0.04%	Reduced
88	ARGA Investment Management Stamford, Connecticut	$80.5M	+$83.1M	1	13.14%	New
89	T. Rowe Price Associates Baltimore, Maryland	$79.8M	-$54.6M	5	0.01%	Reduced
90	Saturna Capital Bellingham, Washington	$78.8M	$0	1	2.65%	Maintained
91	HSBC Holdings London, United Kingdom	$78M	+$37.2M	3	0.14%	Increased
92	Envestnet Asset Management Chicago, Illinois	$73.2M	+$55.5M	4	0.11%	Increased
93	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$73M	+$54.7K	1	6.8%	Increased
94	Epoch Investment Partners New York	$72.1M	-$9.91M	1	0.33%	Reduced
95	VanEck Associates New York	$69M	-$49.5M	1	0.35%	Reduced
96	Citigroup New York	$68.3M	+$32.3M	7	0.07%	Increased
97	CAM ClariVest Asset Management San Diego, California	$67.4M	-$11.7M	2	1.45%	Reduced
98	EARNEST Partners Atlanta, Georgia	$66M	-$3.84M	2	0.72%	Reduced
99	Brown Advisory Baltimore, Maryland	$65.8M	+$7.33M	1	0.22%	Increased
100	Norges Bank Oslo, Norway	$65.4M	-$371K	3	0.02%	Reduced