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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	CBT Capital Bank & Trust Irvine, California	$311M	-$5.38M	1	3.78%	Reduced
77	TD Asset Management Toronto, Ontario, Canada	$310M	-$18M	1	0.38%	Reduced
78	Aberdeen Group Edinburgh, United Kingdom	$309M	-$21.7M	2	0.75%	Reduced
79	Alkeon Capital Management New York	$306M	-$27.9M	1	0.5%	Reduced
80	Fred Alger Management New York	$298M	+$64.6M	1	0.78%	Increased
81	Credit Suisse Zurich, Switzerland	$293M	-$6.35M	6	0.14%	Reduced
82	Sarasin & Partners London, United Kingdom	$286M	-$27.4M	1	3.78%	Reduced
83	Greenwoods Asset Management Grand Cayman, Cayman Islands	$285M	+$222M	1	6.55%	Increased
84	CI Investments Inc Toronto, Ontario, Canada	$279M	+$2.84M	2	1.23%	Increased
85	AllianceBernstein Nashville, Tennessee	$277M	+$68.7M	5	0.13%	Increased
86	Susquehanna International Group Bala Cynwyd, Pennsylvania	$273M	-$50.8M	4	0.04%	Reduced
87	MC Martin Currie Edinburgh, United Kingdom	$271M	+$51.9M	1	9.96%	Increased
88	Neuberger Berman Group New York	$268M	-$45.8M	3	0.28%	Reduced
89	Nomura Holdings Tokyo, Japan	$252M	-$207M	2	0.42%	Reduced
90	ClearBridge Investments New York	$246M	+$25.1M	1	0.19%	Increased
91	LPU Lansdowne Partners (UK) London, United Kingdom	$239M	+$34M	1	7.74%	Increased
92	Deutsche Bank Frankfurt Am Main Ge, Germany	$239M	-$137M	8	0.15%	Reduced
93	Parametric Portfolio Associates Seattle, Washington	$235M	-$19.7M	8	0.15%	Reduced
94	Saturna Capital Bellingham, Washington	$233M	+$86.9K	1	5.27%	Increased
95	Citadel Advisors Miami, Florida	$229M	+$45.9M	7	0.06%	Increased
96	Envestnet Asset Management Chicago, Illinois	$226M	-$2.58M	7	0.17%	Reduced
97	Citigroup New York	$225M	+$26.6M	7	0.13%	Increased
98	OAM Origin Asset Management London, United Kingdom	$220M	-$10.3M	1	20.87%	Reduced
99	Intermede Investment Partners London, United Kingdom	$212M	+$27.6M	1	6.13%	Increased
100	Capital International Inc Los Angeles, California	$207M	-$9.54M	1	1.92%	Reduced