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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	Credit Suisse Zurich, Switzerland	$223M	-$5.71M	5	0.14%	Reduced
77	Allianz Asset Management Munich, Germany	$219M	-$358K	5	0.25%	Reduced
78	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$216M	+$121M	1	0.15%	Increased
79	ARK Investment Management St. Petersburg, Florida	$213M	+$190M	2	1.26%	Increased
80	GQG Partners Ft. Lauderdale, Florida	$210M	+$3.15M	1	0.72%	Increased
81	Oaktree Capital Management Los Angeles, California	$206M	-$96.2M	1	4.47%	Reduced
82	CI Investments Inc Toronto, Ontario, Canada	$205M	+$627K	1	1.02%	Increased
83	Nikko Asset Management Americas New York	$205M	+$123M	1	1.81%	Increased
84	Whale Rock Capital Management Boston, Massachusetts	$199M	+$186M	1	1.32%	New
85	Epoch Investment Partners New York	$193M	+$2.16M	1	0.96%	Increased
86	Parametric Portfolio Associates Seattle, Washington	$189M	-$57.4M	6	0.14%	Reduced
87	Saturna Capital Bellingham, Washington	$173M	-$760	1	4.41%	Reduced
88	OAM Origin Asset Management London, United Kingdom	$173M	-$16.7M	1	18.34%	Reduced
89	Envestnet Asset Management Chicago, Illinois	$170M	-$7.63M	5	0.15%	Reduced
90	Fred Alger Management New York	$166M	+$118M	1	0.48%	Increased
91	Capital International Inc Los Angeles, California	$162M	-$2.97M	1	1.78%	Reduced
92	ClearBridge Investments New York	$161M	+$130K	1	0.14%	Increased
93	MC Martin Currie Edinburgh, United Kingdom	$157M	-$71.9M	1	8.12%	Reduced
94	MICM Matthews International Capital Management San Francisco, California	$157M	+$50M	1	10.55%	Increased
95	D.E. Shaw & Co New York	$153M	+$84.4M	6	0.16%	Increased
96	LPU Lansdowne Partners (UK) London, United Kingdom	$149M	+$33.5M	1	5.98%	Increased
97	Railway Pension Investments London, United Kingdom	$148M	$0	1	1.53%	Maintained
98	Canada Life Winnipeg, Manitoba, Canada	$147M	+$451K	5	0.32%	Increased
99	Barclays London, United Kingdom	$146M	+$7.81M	3	0.09%	Increased
100	Renaissance Technologies New York	$146M	-$176M	7	0.15%	Reduced