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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$274M	+$54.4M	8	0.13%	Increased
77	NC Northcape Capital Sydney, Australia	$271M	-$5.14M	1	28.77%	Reduced
78	AllianceBernstein Nashville, Tennessee	$271M	-$32.8M	6	0.11%	Reduced
79	ClearBridge Investments New York	$266M	-$11.7M	1	0.19%	Reduced
80	Envestnet Asset Management Chicago, Illinois	$248M	+$15.9M	6	0.14%	Increased
81	Epoch Investment Partners New York	$244M	-$28M	2	1.35%	Reduced
82	Mondrian Investment Partners London, United Kingdom	$242M	-$19.6M	3	4.88%	Reduced
83	Royce & Associates New York	$240M	-$55.4M	5	1.8%	Reduced
84	Saturna Capital Bellingham, Washington	$240M	-$7.16K	1	4.82%	Reduced
85	American Century Companies Kansas City, Missouri	$236M	-$4.54M	5	0.16%	Reduced
86	Sarasin & Partners London, United Kingdom	$229M	-$36M	1	2.31%	Reduced
87	LSV Asset Management Chicago, Illinois	$228M	+$38.8M	5	0.41%	Increased
88	Millennium Management New York	$220M	+$134M	8	0.13%	Increased
89	Canada Life Winnipeg, Manitoba, Canada	$217M	-$10.2M	5	0.51%	Reduced
90	Geode Capital Management Boston, Massachusetts	$216M	-$7.63M	7	0.03%	Reduced
91	Impax Asset Management Group London, United Kingdom	$209M	+$26.2M	2	0.86%	Increased
92	Mirova US Boston, Massachusetts	$209M	+$22.5M	1	4.87%	Increased
93	BNP Paribas Asset Management Paris, France	$205M	-$16.4M	1	0.76%	Reduced
94	Railway Pension Investments London, United Kingdom	$203M	$0	1	1.65%	Maintained
95	Schroder Investment Management Group London, United Kingdom	$202M	+$532M	6	0.31%	Increased
96	TPI Tesco Pension Investment London, United Kingdom	$199M	+$27.3M	1	3.66%	Increased
97	Raymond James & Associates St Petersburg, Florida	$196M	-$13.2M	6	0.18%	Reduced
98	Intermede Investment Partners London, United Kingdom	$194M	-$1.44M	1	4.45%	Reduced
99	Jane Street New York	$193M	+$4.72M	7	0.07%	Increased
100	Amundi Paris, France	$191M	+$103M	5	0.13%	Increased