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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	New York State Common Retirement Fund Albany, New York	$265M	+$29.4M	7	0.35%	Increased
77	Deutsche Bank Frankfurt Am Main Ge, Germany	$262M	-$330M	7	0.15%	Reduced
78	Causeway Capital Management Los Angeles, California	$255M	-$28.9M	1	6.1%	Reduced
79	Principal Financial Group Des Moines, Iowa	$248M	-$15.5M	5	0.18%	Reduced
80	Sarasin & Partners London, United Kingdom	$242M	-$7.92M	1	3.05%	Reduced
81	ARGA Investment Management Stamford, Connecticut	$237M	+$44.9M	2	8.86%	Increased
82	Janus Henderson Group London,	$227M	+$11.5M	5	0.15%	Increased
83	AustralianSuper Melbourne, Australia	$226M	-$180M	1	1.37%	Reduced
84	Select Equity Group New York	$225M	-$10M	1	0.8%	Reduced
85	Mirova US Boston, Massachusetts	$223M	+$2.72M	1	4.05%	Increased
86	HSBC Holdings London, United Kingdom	$221M	+$19.9M	3	0.26%	Increased
87	Comgest Global Investors Paris, France	$220M	-$20.4M	1	4.13%	Reduced
88	Ruffer LLP London, United Kingdom	$218M	+$211M	1	7.57%	New
89	Intermede Investment Partners London, United Kingdom	$215M	+$771K	1	5.27%	Increased
90	Amundi Paris, France	$215M	+$62.3M	5	0.12%	Increased
91	BNP Paribas Asset Management Paris, France	$213M	-$30.4M	1	0.74%	Reduced
92	Millennium Management New York	$213M	-$109M	8	0.12%	Reduced
93	NC Northcape Capital Sydney, Australia	$213M	-$41.8M	1	26.17%	Reduced
94	Aberdeen Group Edinburgh, United Kingdom	$211M	-$32.7M	2	0.53%	Reduced
95	Balyasny Asset Management Chicago, Illinois	$205M	+$93.1M	3	0.51%	Increased
96	Canada Life Winnipeg, Manitoba, Canada	$202M	-$7.69M	4	0.5%	Reduced
97	Citigroup New York	$201M	-$126M	7	0.14%	Reduced
98	Envestnet Asset Management Chicago, Illinois	$200M	+$233M	8	0.1%	Increased
99	Saturna Capital Bellingham, Washington	$195M	-$410K	1	3.78%	Reduced
100	Railway Pension Investments London, United Kingdom	$184M	-$6.18M	1	1.88%	Reduced