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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	Ninety One (UK) London, United Kingdom	$613M	-$22.7M	2	1.31%	Reduced
77	BI BlueSpruce Investments Chicago, Illinois	$612M	-$146M	1	15.61%	Reduced
78	HSBC Holdings London, United Kingdom	$610M	+$132M	5	0.31%	Increased
79	Geode Capital Management Boston, Massachusetts	$603M	+$57.5M	7	0.04%	Increased
80	SoftBank Group Tokyo, Japan	$603M	$0	1	3.9%	Maintained
81	Marshall Wace London, United Kingdom	$599M	+$445M	4	0.55%	Increased
82	BNP Paribas Asset Management Paris, France	$581M	+$254M	6	0.67%	Increased
83	Royal London Asset Management United Kingdom	$578M	+$874K	1	1.22%	Increased
84	GQG Partners Ft. Lauderdale, Florida	$557M	-$488M	1	0.92%	Reduced
85	Legal & General Group London, United Kingdom	$547M	+$29.1M	7	0.12%	Increased
86	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$544M	+$70.2M	2	4.71%	Increased
87	Millennium Management New York	$539M	+$91.5M	6	0.23%	Increased
88	Bessemer Group Woodbridge, New Jersey	$533M	+$196M	7	0.82%	Increased
89	Two Sigma Advisers New York	$528M	+$328M	6	1.03%	Increased
90	Thrivent Financial for Lutherans Minneapolis, Minnesota	$526M	+$70.1M	5	0.93%	Increased
91	Comgest Global Investors Paris, France	$522M	-$118M	1	9.31%	Reduced
92	Mirova US Boston, Massachusetts	$511M	-$15.4M	1	5.13%	Reduced
93	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$508M	+$13.4M	2	4.37%	Increased
94	Maverick Capital Dallas, Texas	$504M	+$188M	1	5.41%	Increased
95	Life Cycle Investment Partners London,	$495M	+$478M	1	3.46%	New
96	Amundi Paris, France	$495M	-$19.3M	7	0.13%	Reduced
97	Altshuler Shaham Tel Aviv, Israel	$483M	-$159M	2	7.34%	Reduced
98	Victory Capital Management San Antonio, Texas	$480M	+$272M	5	0.27%	Increased
99	AMF Tjänstepension Stockholm, Sweden	$470M	-$15.9M	2	2.91%	Reduced
100	Swedbank Stockholm, Sweden	$463M	-$3.46M	2	0.45%	Reduced