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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 Holding Zurich, Switzerland	$428M	-$64.1M	2	1.47%	Reduced
77	Menora Mivtachim Holdings Ramat Gan, Israel	$422M	+$29.3M	2	2.65%	Increased
78	Saturna Capital Bellingham, Washington	$421M	-$27.9K	1	5.71%	Reduced
79	Geode Capital Management Boston, Massachusetts	$416M	-$2.96M	7	0.03%	Reduced
80	Neuberger Berman Group New York	$414M	+$50.1M	6	0.33%	Increased
81	Rafferty Asset Management New York	$406M	-$91.3M	3	1.44%	Reduced
82	CPIH Consolidated Press International Holdings Sydney, Australia	$400M	$0	1	60.32%	Maintained
83	UBS AM Chicago, Illinois	$399M	-$55.1M	7	0.09%	Reduced
84	Fayez Sarofim & Co Houston, Texas	$390M	+$22.4M	1	0.95%	Increased
85	Principal Financial Group Des Moines, Iowa	$385M	-$12.8M	5	0.21%	Reduced
86	Baillie Gifford & Co Edinburgh, United Kingdom	$384M	-$35.7M	1	0.3%	Reduced
87	Ruane, Cunniff & Goldfarb New York	$382M	-$188M	1	6.48%	Reduced
88	MC Martin Currie Edinburgh, United Kingdom	$380M	-$10.2M	1	13.97%	Reduced
89	Renaissance Technologies New York	$372M	+$148M	6	0.55%	Increased
90	1832 Asset Management Toronto, Ontario, Canada	$367M	+$105M	1	0.31%	Increased
91	Lord, Abbett & Co Jersey City, New Jersey	$363M	-$135M	1	1.15%	Reduced
92	Amundi Paris, France	$362M	-$28.4M	6	0.13%	Reduced
93	Third Point New York	$352M	$0	1	4.72%	Maintained
94	Alphinity Investment Management Sydney, Australia	$349M	+$342M	1	1.9%	New
95	Capital Research Global Investors Los Angeles, California	$343M	+$3.35M	1	0.07%	Increased
96	Swedbank Stockholm, Sweden	$339M	+$69.2M	2	0.42%	Increased
97	BNP Paribas Financial Markets Paris, France	$337M	-$82.2M	7	0.19%	Reduced
98	Mirova US Boston, Massachusetts	$336M	-$66.6M	1	4.03%	Reduced
99	Verition Fund Management Greenwich, Connecticut	$330M	+$115M	7	1.31%	Increased
100	First Trust Advisors Wheaton, Illinois	$329M	-$742K	7	0.29%	Reduced