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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	CI Investments Inc Toronto, Ontario, Canada	$143M	+$6.95M	1	0.76%	Increased
77	Epoch Investment Partners New York	$134M	+$47.8M	1	0.69%	Increased
78	OAM Origin Asset Management London, United Kingdom	$133M	+$638K	1	19.54%	Increased
79	AllianceBernstein Nashville, Tennessee	$131M	-$5.1M	5	0.08%	Reduced
80	Envestnet Asset Management Chicago, Illinois	$127M	+$3.63M	6	0.12%	Increased
81	T. Rowe Price Associates Baltimore, Maryland	$126M	-$29.8M	5	0.02%	Reduced
82	Citigroup New York	$122M	-$63.4M	7	0.1%	Reduced
83	Saturna Capital Bellingham, Washington	$121M	$0	1	3.4%	Maintained
84	CFM Coronation Fund Managers Cape Town, South Africa	$116M	+$107M	1	4.4%	Increased
85	Intermede Investment Partners London, United Kingdom	$116M	+$1.96M	1	5.67%	Increased
86	Capital International Inc Los Angeles, California	$116M	+$10.4M	1	1.41%	Increased
87	ClearBridge Investments New York	$113M	+$13.8M	1	0.1%	Increased
88	First Trust Advisors Wheaton, Illinois	$109M	+$53.6M	5	0.19%	Increased
89	Canada Life Winnipeg, Manitoba, Canada	$104M	-$2.81M	5	0.24%	Reduced
90	TPI Tesco Pension Investment London, United Kingdom	$104M	+$10.5M	1	2.69%	Increased
91	Railway Pension Investments London, United Kingdom	$103M	+$11.1M	1	1.16%	Increased
92	Royce & Associates New York	$103M	-$1.43M	5	1.13%	Reduced
93	TD Asset Management Toronto, Ontario, Canada	$97.8M	-$7.22M	2	0.14%	Reduced
94	Barclays London, United Kingdom	$97.1M	-$7.72M	3	0.08%	Reduced
95	Susquehanna International Group Bala Cynwyd, Pennsylvania	$95.8M	-$12.1M	5	0.02%	Reduced
96	Geode Capital Management Boston, Massachusetts	$94.3M	+$11.4M	7	0.02%	Increased
97	American Century Companies Kansas City, Missouri	$93.5M	-$3.93M	5	0.09%	Reduced
98	BNP Paribas Asset Management Paris, France	$90.6M	+$14.7M	1	0.61%	Increased
99	Select Equity Group New York	$89.6M	+$72.9M	1	0.51%	Increased
100	Raymond James & Associates St Petersburg, Florida	$88.5M	+$12.7M	5	0.12%	Increased