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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	Vontobel Asset Management New York	$356M	-$3.57M	1	1.97%	Reduced
77	Arrowstreet Capital Boston, Massachusetts	$353M	-$517M	7	0.33%	Reduced
78	AustralianSuper Melbourne, Australia	$348M	-$12.6M	1	2.04%	Reduced
79	T. Rowe Price Investment Management Baltimore, Maryland	$344M	-$15.2M	1	0.21%	Reduced
80	Millennium Management New York	$324M	+$23.4M	8	0.14%	Increased
81	Mirova US Boston, Massachusetts	$318M	-$5.92M	1	4.28%	Reduced
82	New York State Common Retirement Fund Albany, New York	$318M	-$56.9M	6	0.42%	Reduced
83	Nordea Investment Management Stockholm, Sweden	$316M	-$19.4M	2	0.37%	Reduced
84	Balyasny Asset Management Chicago, Illinois	$314M	+$145M	5	0.55%	Increased
85	LPU Lansdowne Partners (UK) London, United Kingdom	$310M	+$25.3M	1	20.06%	Increased
86	Amundi Paris, France	$303M	-$61.4M	7	0.13%	Reduced
87	Natixis Advisors Boston, Massachusetts	$289M	+$12.4M	4	0.67%	Increased
88	Saturna Capital Bellingham, Washington	$289M	+$212K	1	3.99%	Increased
89	Comgest Global Investors Paris, France	$286M	-$22.1M	1	3.98%	Reduced
90	DZ Bank Frankfurt Am Main, Germany	$286M	-$23.2M	2	0.31%	Reduced
91	AQR Capital Management Greenwich, Connecticut	$281M	-$691M	5	0.48%	Reduced
92	First Trust Advisors Wheaton, Illinois	$280M	+$75M	7	0.28%	Increased
93	Deutsche Bank Frankfurt Am Main Ge, Germany	$269M	-$5.53M	7	0.12%	Reduced
94	BNP Paribas Asset Management Paris, France	$266M	-$23.6M	1	0.71%	Reduced
95	Manning & Napier Group Fairport, New York	$256M	-$200K	1	2.92%	Reduced
96	Fred Alger Management New York	$256M	+$43.1M	1	1.27%	Increased
97	Canada Life Winnipeg, Manitoba, Canada	$254M	-$15.9M	4	0.51%	Reduced
98	NC Northcape Capital Sydney, Australia	$253M	-$75.6M	1	29.03%	Reduced
99	Menora Mivtachim Holdings Ramat Gan, Israel	$248M	-$62.6M	2	1.86%	Reduced
100	Intermede Investment Partners London, United Kingdom	$247M	-$40.5M	1	5.04%	Reduced