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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	Principal Financial Group Des Moines, Iowa	$262M	-$14.3M	5	0.18%	Reduced
77	ARGA Investment Management Stamford, Connecticut	$257M	-$31.2K	3	9.09%	Reduced
78	D.E. Shaw & Co New York	$251M	+$123M	5	0.26%	Increased
79	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$249M	-$43.3M	6	0.14%	Reduced
80	Third Point New York	$247M	+$228M	1	3.62%	New
81	Select Equity Group New York	$243M	-$1.12M	1	0.9%	Reduced
82	AustralianSuper Melbourne, Australia	$242M	-$2.67M	1	1.53%	Reduced
83	Mirova US Boston, Massachusetts	$241M	-$678K	1	4.02%	Reduced
84	Intermede Investment Partners London, United Kingdom	$235M	+$1.24M	1	5.48%	Increased
85	Comgest Global Investors Paris, France	$232M	-$5.86M	1	3.88%	Reduced
86	State of New Jersey Common Pension Fund D Trenton, New Jersey	$232M	-$124M	6	0.78%	Reduced
87	NC Northcape Capital Sydney, Australia	$230M	-$408K	1	29.21%	Reduced
88	BNP Paribas Asset Management Paris, France	$228M	-$3.3M	1	0.71%	Reduced
89	Citigroup New York	$226M	+$6.82M	7	0.15%	Increased
90	Deutsche Bank Frankfurt Am Main Ge, Germany	$225M	-$55.9M	7	0.12%	Reduced
91	Envestnet Asset Management Chicago, Illinois	$225M	-$227M	8	0.1%	Reduced
92	T. Rowe Price Investment Management Baltimore, Maryland	$216M	-$3.9M	1	0.15%	Reduced
93	Citadel Advisors Miami, Florida	$216M	+$96.7M	8	0.04%	Increased
94	Saturna Capital Bellingham, Washington	$213M	+$1.59M	1	3.69%	Increased
95	Canada Life Winnipeg, Manitoba, Canada	$212M	-$8.3M	4	0.5%	Reduced
96	Rafferty Asset Management New York	$208M	+$26.9M	2	1.17%	Increased
97	Aberdeen Group Edinburgh, United Kingdom	$207M	-$29.1M	2	0.48%	Reduced
98	Railway Pension Investments London, United Kingdom	$200M	$0	1	1.99%	Maintained
99	Point72 Asset Management Stamford, Connecticut	$194M	+$60.2M	2	0.58%	Increased
100	Tiger Global Management New York	$189M	+$26.1M	1	1.58%	Increased