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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	Harris Associates Chicago, Illinois	$106M	-$10.2M	1	0.19%	Reduced
77	MICM Matthews International Capital Management San Francisco, California	$101M	$0	1	4.56%	Maintained
78	Citadel Advisors Miami, Florida	$94.5M	+$5.13M	7	0.04%	Increased
79	Macquarie Group Sydney, NSW 2000, Australia	$92.9M	+$2.28M	2	0.16%	Increased
80	BAMCO Inc New York	$91.5M	-$10.8M	1	0.37%	Reduced
81	Neuberger Berman Group New York	$91.1M	-$11.8M	2	0.11%	Reduced
82	Envestnet Asset Management Chicago, Illinois	$88.6M	+$3.78M	4	0.11%	Increased
83	Saturna Capital Bellingham, Washington	$83.7M	-$87K	1	2.46%	Reduced
84	Ninety One (UK) London, United Kingdom	$81.3M	-$5.77M	1	0.31%	Reduced
85	D.E. Shaw & Co New York	$80.5M	-$21.6M	6	0.1%	Reduced
86	Intermede Investment Partners London, United Kingdom	$79.4M	+$7.13M	1	4.7%	Increased
87	Two Sigma Advisers New York	$77M	+$46.7M	7	0.19%	Increased
88	Comgest Global Investors Paris, France	$76.2M	-$16.7M	1	1.66%	Reduced
89	Cornerstone Investment Partners Atlanta, Georgia	$74.3M	-$596K	1	3.22%	Reduced
90	Brown Advisory Baltimore, Maryland	$73.5M	+$2.75M	1	0.21%	Increased
91	Canada Life Winnipeg, Manitoba, Canada	$72M	+$2.44M	5	0.16%	Increased
92	Susquehanna International Group Bala Cynwyd, Pennsylvania	$71.5M	+$74.3M	6	0.03%	Increased
93	TPI Tesco Pension Investment London, United Kingdom	$71.1M	$0	1	1.69%	Maintained
94	Two Sigma Investments New York	$70.7M	+$49.5M	7	0.24%	Increased
95	Hosking Partners London, United Kingdom	$67.4M	-$466K	1	1.64%	Reduced
96	Epoch Investment Partners New York	$67.3M	-$6.46M	1	0.3%	Reduced
97	Railway Pension Investments London, United Kingdom	$67M	$0	1	0.87%	Maintained
98	First Trust Advisors Wheaton, Illinois	$65.6M	+$11.4M	4	0.12%	Increased
99	American Century Companies Kansas City, Missouri	$65.6M	+$866K	4	0.07%	Increased
100	EARNEST Partners Atlanta, Georgia	$64.8M	-$3.1M	2	0.59%	Reduced