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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	Aberdeen Group Edinburgh, United Kingdom	$292M	-$32.2M	2	0.75%	Reduced
77	Parametric Portfolio Associates Seattle, Washington	$291M	+$3.86M	8	0.15%	Increased
78	Epoch Investment Partners New York	$287M	+$41.6M	2	1.41%	Increased
79	AustralianSuper Melbourne, Australia	$282M	+$14.9M	1	1.53%	Increased
80	ClearBridge Investments New York	$279M	-$11M	2	0.21%	Reduced
81	Credit Suisse Zurich, Switzerland	$274M	+$19.9M	7	0.23%	Increased
82	LSV Asset Management Chicago, Illinois	$273M	+$37M	5	0.5%	Increased
83	Royal London Asset Management United Kingdom	$265M	-$93.5M	1	1.04%	Reduced
84	SG Americas Securities New York	$263M	+$246M	4	1.93%	Increased
85	Comgest Global Investors Paris, France	$261M	-$92.2M	1	4.08%	Reduced
86	Capital Group Private Client Services Los Angeles, California	$261M	-$6.85M	2	2.85%	Reduced
87	NMC Nine Masts Capital Central, Hong Kong	$260M	+$292M	1	55.85%	New
88	Jane Street New York	$259M	+$94.7M	7	0.08%	Increased
89	HRT Financial New York	$259M	+$285M	5	1.85%	Increased
90	Impax Asset Management Group London, United Kingdom	$255M	+$48.8M	2	1.05%	Increased
91	NC Northcape Capital Sydney, Australia	$252M	-$1.66M	1	25.79%	Reduced
92	GQG Partners Ft. Lauderdale, Florida	$246M	-$1.31B	1	0.57%	Reduced
93	Envestnet Asset Management Chicago, Illinois	$244M	-$20.7M	7	0.12%	Reduced
94	Canada Life Winnipeg, Manitoba, Canada	$241M	+$6.1M	5	0.5%	Increased
95	CI Investments Inc Toronto, Ontario, Canada	$236M	-$16.4M	3	0.87%	Reduced
96	Mirova US Boston, Massachusetts	$235M	+$18.6M	1	4.51%	Increased
97	National Bank of Canada Montreal, Quebec, Canada	$228M	+$231M	3	0.67%	Increased
98	HSBC Holdings London, United Kingdom	$221M	+$169M	5	0.27%	Increased
99	Saturna Capital Bellingham, Washington	$220M	-$238K	1	4.43%	Reduced
100	Deutsche Bank Frankfurt Am Main Ge, Germany	$214M	+$1.61M	7	0.1%	Increased