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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	Axiom Investors Greenwich, Connecticut	$426M	-$99.9M	2	3.71%	Reduced
77	Citadel Advisors Miami, Florida	$421M	+$118M	6	0.09%	Increased
78	Mirova US Boston, Massachusetts	$409M	+$2.09M	1	5.09%	Increased
79	Susquehanna International Group Bala Cynwyd, Pennsylvania	$397M	-$192M	6	0.07%	Reduced
80	Amundi Paris, France	$385M	-$23.4M	6	0.15%	Reduced
81	BI BlueSpruce Investments Chicago, Illinois	$382M	+$333M	1	7.02%	New
82	Rafferty Asset Management New York	$382M	-$84.2M	3	1.42%	Reduced
83	LPU Lansdowne Partners (UK) London, United Kingdom	$379M	-$14.7M	1	29.7%	Reduced
84	Saturna Capital Bellingham, Washington	$370M	+$602K	1	4.91%	Increased
85	MC Martin Currie Edinburgh, United Kingdom	$368M	-$104M	1	13.18%	Reduced
86	BNP Paribas Asset Management Paris, France	$368M	+$25M	4	0.95%	Increased
87	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$365M	-$128M	6	0.34%	Reduced
88	Comgest Global Investors Paris, France	$357M	-$7.23M	1	4.91%	Reduced
89	Citigroup New York	$355M	-$198M	7	0.23%	Reduced
90	Third Point New York	$352M	+$129M	1	4.03%	Increased
91	Neuberger Berman Group New York	$351M	+$104M	6	0.29%	Increased
92	1832 Asset Management Toronto, Ontario, Canada	$345M	+$271M	1	0.28%	Increased
93	Fred Alger Management New York	$341M	+$10.9M	3	1.66%	Increased
94	Menora Mivtachim Holdings Ramat Gan, Israel	$336M	+$8.08M	2	2.28%	Increased
95	Canada Life Winnipeg, Manitoba, Canada	$331M	+$7.07M	4	0.62%	Increased
96	AustralianSuper Melbourne, Australia	$320M	-$93.5M	1	1.85%	Reduced
97	T. Rowe Price Investment Management Baltimore, Maryland	$316M	-$95.2M	1	0.2%	Reduced
98	Capital Research Global Investors Los Angeles, California	$299M	+$31.6M	1	0.07%	Increased
99	Legal & General Group London, United Kingdom	$297M	-$9.24M	7	0.08%	Reduced
100	Deutsche Bank Frankfurt Am Main Ge, Germany	$293M	-$40.6M	6	0.13%	Reduced