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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	National Bank of Canada Montreal, Quebec, Canada	$358M	+$175M	2	0.38%	Increased
77	Saturna Capital Bellingham, Washington	$354M	-$7.77K	1	5.3%	Reduced
78	Fayez Sarofim & Co Houston, Texas	$339M	+$13.6M	1	0.84%	Increased
79	CPIH Consolidated Press International Holdings Sydney, Australia	$336M	$0	1	61.39%	Maintained
80	Voyager Global Management New York	$336M	+$126M	1	14.98%	Increased
81	Geode Capital Management Boston, Massachusetts	$331M	+$11.8M	7	0.03%	Increased
82	Ninety One (UK) London, United Kingdom	$330M	-$136M	2	0.92%	Reduced
83	SoftBank Group Tokyo, Japan	$330M	+$386M	1	1.12%	New
84	Capital Research Global Investors Los Angeles, California	$328M	+$46.7M	1	0.07%	Increased
85	Point72 Asset Management Stamford, Connecticut	$317M	-$156M	2	0.72%	Reduced
86	Select Equity Group New York	$314M	+$123M	2	1.36%	Increased
87	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$311M	+$119M	4	4.37%	Increased
88	Ruane, Cunniff & Goldfarb New York	$310M	-$13.1M	1	5.63%	Reduced
89	Amundi Paris, France	$306M	+$52M	6	0.11%	Increased
90	BNP Paribas Financial Markets Paris, France	$302M	+$24.9M	7	0.18%	Increased
91	Magellan Asset Management Sydney, Australia	$299M	+$48.6M	1	3.64%	Increased
92	Rafferty Asset Management New York	$297M	-$44.7M	3	1.27%	Reduced
93	Third Point New York	$295M	$0	1	4.51%	Maintained
94	Mirova US Boston, Massachusetts	$293M	+$13.2M	1	3.49%	Increased
95	Mirae Asset Global Investments Seoul, South Korea	$291M	+$273M	4	1.19%	Increased
96	Arrowstreet Capital Boston, Massachusetts	$287M	-$596M	3	0.23%	Reduced
97	Neuberger Berman Group New York	$276M	-$86.3M	5	0.23%	Reduced
98	Menora Mivtachim Holdings Ramat Gan, Israel	$274M	-$77.7M	2	1.78%	Reduced
99	Vontobel Holding Zurich, Switzerland	$273M	-$102M	2	1%	Reduced
100	PEAK6 Chicago, Illinois	$272M	+$175M	4	0.61%	Increased