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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	AllianceBernstein Nashville, Tennessee	$302M	-$39.8M	5	0.13%	Reduced
77	MC Martin Currie Edinburgh, United Kingdom	$293M	-$1.51M	1	11.28%	Reduced
78	NC Northcape Capital Sydney, Australia	$291M	-$78.9M	1	33.19%	Reduced
79	CBT Capital Bank & Trust Irvine, California	$288M	-$51.5M	2	3.42%	Reduced
80	ClearBridge Investments New York	$287M	+$20.8M	1	0.21%	Increased
81	Credit Suisse Zurich, Switzerland	$281M	-$42M	7	0.14%	Reduced
82	Parametric Portfolio Associates Seattle, Washington	$280M	+$13.9M	8	0.16%	Increased
83	Mondrian Investment Partners London, United Kingdom	$279M	-$67.2M	3	5.98%	Reduced
84	Sarasin & Partners London, United Kingdom	$276M	-$36M	1	3.25%	Reduced
85	Neuberger Berman Group New York	$273M	-$16.4M	4	0.26%	Reduced
86	Royce & Associates New York	$265M	+$18.1M	5	1.78%	Increased
87	CI Investments Inc Toronto, Ontario, Canada	$264M	-$41M	2	1.11%	Reduced
88	Hardman Johnston Global Advisors Stamford, Connecticut	$261M	+$273M	1	7.43%	Increased
89	Envestnet Asset Management Chicago, Illinois	$254M	+$6.24M	7	0.16%	Increased
90	Deutsche Bank Frankfurt Am Main Ge, Germany	$253M	-$11.9M	7	0.14%	Reduced
91	Saturna Capital Bellingham, Washington	$253M	-$291K	1	5.64%	Reduced
92	Citadel Advisors Miami, Florida	$252M	-$36.4K	8	0.06%	Reduced
93	American Century Companies Kansas City, Missouri	$231M	+$42.5M	6	0.17%	Increased
94	UBS AM Chicago, Illinois	$224M	-$164M	6	0.1%	Reduced
95	Railway Pension Investments London, United Kingdom	$216M	$0	1	1.99%	Maintained
96	Intermede Investment Partners London, United Kingdom	$210M	-$20.9M	1	5.38%	Reduced
97	Raymond James & Associates St Petersburg, Florida	$209M	+$24M	6	0.21%	Increased
98	LPU Lansdowne Partners (UK) London, United Kingdom	$201M	-$61.5M	1	6.53%	Reduced
99	OAM Origin Asset Management London, United Kingdom	$200M	-$41.3M	2	20.43%	Reduced
100	Mawer Investment Management Calgary, Alberta, Canada	$199M	+$25.6M	1	1.08%	Increased