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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	Parametric Portfolio Associates Seattle, Washington	$328M	+$14.5M	8	0.17%	Increased
77	Schroder Investment Management Group London, United Kingdom	$319M	+$470M	5	0.42%	Increased
78	Susquehanna International Group Bala Cynwyd, Pennsylvania	$314M	-$438M	8	0.05%	Reduced
79	Capital Group Private Client Services Los Angeles, California	$306M	-$9.81M	2	3.27%	Reduced
80	Envestnet Asset Management Chicago, Illinois	$301M	+$31.7M	7	0.15%	Increased
81	Credit Suisse Zurich, Switzerland	$296M	-$46.8M	8	0.16%	Reduced
82	NC Northcape Capital Sydney, Australia	$293M	+$530K	1	29.82%	Increased
83	CI Investments Inc Toronto, Ontario, Canada	$289M	-$18.7M	3	1%	Reduced
84	Epoch Investment Partners New York	$289M	+$21.3M	2	1.47%	Increased
85	Amundi Paris, France	$276M	+$33.4M	5	0.17%	Increased
86	Royce & Associates New York	$272M	+$4.38M	5	2.03%	Increased
87	LSV Asset Management Chicago, Illinois	$266M	+$36M	5	0.47%	Increased
88	Canada Life Winnipeg, Manitoba, Canada	$262M	+$28.6M	5	0.54%	Increased
89	Saturna Capital Bellingham, Washington	$258M	+$55.5K	1	4.62%	Increased
90	Mirova US Boston, Massachusetts	$252M	+$26.5M	1	4.73%	Increased
91	Deutsche Bank Frankfurt Am Main Ge, Germany	$245M	-$49M	7	0.11%	Reduced
92	Impax Asset Management Group London, United Kingdom	$244M	+$13.6M	2	0.89%	Increased
93	Sarasin & Partners London, United Kingdom	$244M	-$3.33M	1	2.22%	Reduced
94	BNP Paribas Asset Management Paris, France	$239M	+$17.7M	1	0.8%	Increased
95	TPI Tesco Pension Investment London, United Kingdom	$236M	+$20.4M	1	3.86%	Increased
96	Renaissance Technologies New York	$233M	-$160M	8	0.29%	Reduced
97	Intermede Investment Partners London, United Kingdom	$220M	+$10.8M	1	4.52%	Increased
98	Railway Pension Investments London, United Kingdom	$219M	$0	1	1.64%	Maintained
99	Raymond James & Associates St Petersburg, Florida	$215M	+$2.72M	5	0.17%	Increased
100	Millennium Management New York	$210M	-$26.4M	9	0.11%	Reduced