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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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$59.6M	-$11.6M	2	0.1%	Reduced
102	Marshall Wace London, United Kingdom	$58.4M	+$63.1M	1	0.87%	New
103	Orbis Allan Gray Hamilton, Bermuda	$58.1M	+$16.5M	1	0.32%	Increased
104	LMR Partners London, United Kingdom	$57.7M	+$63.3M	2	2.99%	New
105	AEGON Asset Management (UK) Edinburgh, United Kingdom	$56.7M	+$6.92M	1	1.39%	Increased
106	Artisan Partners Milwaukee, Wisconsin	$56M	+$60.6M	1	0.11%	New
107	TD Asset Management Toronto, Ontario, Canada	$55M	-$22.9M	3	0.08%	Reduced
108	Nikko Asset Management Americas New York	$54.8M	+$27.8M	1	1.64%	Increased
109	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$54.2M	+$23.5M	1	0.06%	Increased
110	Two Sigma Advisers New York	$54.2M	+$10.9M	7	0.15%	Increased
111	Barclays London, United Kingdom	$53.2M	+$13.3M	6	0.05%	Increased
112	TPI Tesco Pension Investment London, United Kingdom	$53.2M	$0	1	1.38%	Maintained
113	Whale Rock Capital Management Boston, Massachusetts	$52.7M	-$28.8M	1	1.51%	Reduced
114	Raymond James & Associates St Petersburg, Florida	$51.1M	-$6.41M	5	0.09%	Reduced
115	Pictet Asset Management (UK) London, United Kingdom	$50.5M	+$4.78M	1	0.12%	Increased
116	Intermede Investment Partners London, United Kingdom	$50.1M	+$4.32M	1	3.96%	Increased
117	Geode Capital Management Boston, Massachusetts	$49.4M	+$1.8M	7	0.02%	Increased
118	Barings Charlotte, North Carolina	$48.6M	+$6.83M	1	0.69%	Increased
119	Susquehanna International Group Bala Cynwyd, Pennsylvania	$48.5M	-$693K	4	0.02%	Reduced
120	Bank of Montreal Toronto, Ontario, Canada	$48M	-$64.6M	6	0.04%	Reduced
121	Axa Paris, France	$47.2M	+$1.57M	4	0.18%	Increased
122	Asset Management One Tokyo, Japan	$46.8M	-$150K	2	0.1%	Reduced
123	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$46.7M	+$50.5M	1	4.96%	New
124	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$46.5M	+$9.1M	1	2.03%	Increased
125	Natixis Advisors Boston, Massachusetts	$44M	+$2.98M	2	0.42%	Increased