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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
101	Two Sigma Advisers New York	$67.8M	+$2.69M	7	0.22%	Increased
102	AustralianSuper Melbourne, Australia	$66.3M	+$65.5M	1	5.09%	New
103	Capital International Los Angeles, California	$64.7M	-$284K	1	4.29%	Reduced
104	BNP Paribas Asset Management Paris, France	$64.7M	-$8.52M	1	0.57%	Reduced
105	Eaton Vance Management Boston, Massachusetts	$64.2M	+$58.8M	2	0.17%	Increased
106	Cornerstone Investment Partners Atlanta, Georgia	$63M	-$7.99M	1	2.9%	Reduced
107	DekaBank Deutsche Girozentrale Frankfurt, Germany	$62.1M	+$1.29M	1	0.49%	Increased
108	VanEck Associates New York	$62M	-$30.7M	1	0.34%	Reduced
109	Raymond James & Associates St Petersburg, Florida	$62M	-$201K	3	0.13%	Reduced
110	American Century Companies Kansas City, Missouri	$60.6M	+$7.5M	4	0.06%	Increased
111	OAM Origin Asset Management London, United Kingdom	$60.1M	+$2.44M	2	3.69%	Increased
112	AL AJO LP Philadelphia, Pennsylvania	$59.5M	+$40.8M	2	0.25%	Increased
113	Hosking Partners London, United Kingdom	$58.9M	+$938K	1	1.56%	Increased
114	Artisan Partners Milwaukee, Wisconsin	$58.9M	-$5.91M	1	0.11%	Reduced
115	Sands Capital Management Arlington, Virginia	$57.5M	-$1.26M	1	0.17%	Reduced
116	Pictet Asset Management (UK) London, United Kingdom	$57.1M	+$1.76M	1	0.18%	Increased
117	Bank of Montreal Toronto, Ontario, Canada	$54.6M	-$43.3M	6	0.05%	Reduced
118	DCM Daruma Capital Management New York	$54.3M	+$11.8M	1	3.24%	Increased
119	D.E. Shaw & Co New York	$53M	-$6.35M	7	0.09%	Reduced
120	HSBC Holdings London, United Kingdom	$51.8M	+$2.35M	3	0.1%	Increased
121	TPI Tesco Pension Investment London, United Kingdom	$50.9M	$0	1	1.5%	Maintained
122	Geode Capital Management Boston, Massachusetts	$50.6M	-$16.5K	7	0.02%	Reduced
123	Intermede Investment Partners London, United Kingdom	$50.1M	-$55.3K	1	4.84%	Reduced
124	GQG Partners Ft. Lauderdale, Florida	$48.9M	+$10.1M	1	3.6%	Increased
125	Envestnet Asset Management Chicago, Illinois	$47.8M	-$1.78M	6	0.13%	Reduced