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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	Fred Alger Management New York	$379M	+$43.7M	3	1.84%	Increased
77	Comgest Global Investors Paris, France	$374M	+$16.5M	1	5.35%	Increased
78	BNP Paribas Financial Markets Paris, France	$373M	+$138M	5	0.25%	Increased
79	Principal Financial Group Des Moines, Iowa	$370M	-$56.4M	5	0.2%	Reduced
80	Saturna Capital Bellingham, Washington	$370M	+$446K	1	4.84%	Increased
81	Baillie Gifford & Co Edinburgh, United Kingdom	$370M	-$531M	1	0.28%	Reduced
82	Amundi Paris, France	$363M	-$20.6M	6	0.13%	Reduced
83	Sarasin & Partners London, United Kingdom	$363M	-$180M	1	3.42%	Reduced
84	Mirova US Boston, Massachusetts	$355M	-$52.8M	1	4.07%	Reduced
85	Menora Mivtachim Holdings Ramat Gan, Israel	$352M	+$46.6M	2	2.22%	Increased
86	CPIH Consolidated Press International Holdings Sydney, Australia	$352M	+$143M	1	54.97%	Increased
87	Neuberger Berman Group New York	$341M	-$6.65M	6	0.27%	Reduced
88	First Trust Advisors Wheaton, Illinois	$333M	+$104M	6	0.32%	Increased
89	Hudson Bay Capital Management Stamford, Connecticut	$327M	+$85.1M	1	1.32%	Increased
90	AustralianSuper Melbourne, Australia	$320M	$0	1	1.6%	Maintained
91	Fayez Sarofim & Co Houston, Texas	$317M	+$28.7M	1	0.81%	Increased
92	VOYA Investment Management Atlanta, Georgia	$314M	-$267M	5	0.32%	Reduced
93	Raymond James & Associates St Petersburg, Florida	$311M	+$26.9M	6	0.19%	Increased
94	LPU Lansdowne Partners (UK) London, United Kingdom	$310M	-$67.4M	1	24.26%	Reduced
95	Third Point New York	$309M	-$41.7M	1	4.16%	Reduced
96	Canada Life Winnipeg, Manitoba, Canada	$306M	-$24.1M	4	0.53%	Reduced
97	Susquehanna International Group Bala Cynwyd, Pennsylvania	$303M	-$79.5M	8	0.05%	Reduced
98	GAMH Greenwoods Asset Management (HK) Hong Kong	$299M	-$170M	1	9.49%	Reduced
99	Capital Research Global Investors Los Angeles, California	$299M	-$737K	1	0.06%	Reduced
100	Legal & General Group London, United Kingdom	$290M	-$217K	7	0.08%	Reduced