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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	Citigroup New York	$144M	-$24.9M	7	0.09%	Reduced
102	TPI Tesco Pension Investment London, United Kingdom	$142M	-$5.72M	1	3.29%	Reduced
103	AllianceBernstein Nashville, Tennessee	$142M	-$13M	5	0.08%	Reduced
104	Sculptor Capital New York	$138M	+$129M	1	0.87%	New
105	CFM Coronation Fund Managers Cape Town, South Africa	$136M	-$28.5M	1	4.92%	Reduced
106	Intermede Investment Partners London, United Kingdom	$134M	-$29.2M	1	5.61%	Reduced
107	Citadel Advisors Miami, Florida	$130M	+$72.8M	6	0.04%	Increased
108	Raymond James & Associates St Petersburg, Florida	$124M	+$568K	6	0.15%	Increased
109	BNP Paribas Asset Management Paris, France	$122M	-$6.82M	1	0.69%	Reduced
110	Jennison Associates New York	$122M	+$22.1M	2	0.1%	Increased
111	RAM RWC Asset Management London, United Kingdom	$115M	+$5.21M	1	4.63%	Increased
112	PCM Palestra Capital Management New York	$114M	+$107M	1	2.66%	New
113	Putnam Investments Boston, Massachusetts	$114M	+$69.9M	1	0.22%	Increased
114	Natixis Advisors Boston, Massachusetts	$113M	-$3.23M	3	0.71%	Reduced
115	Axa Paris, France	$112M	-$1.83M	4	0.41%	Reduced
116	Royce & Associates New York	$111M	+$7.37M	4	1.2%	Increased
117	Hosking Partners London, United Kingdom	$109M	-$5.64M	1	3.34%	Reduced
118	Mawer Investment Management Calgary, Alberta, Canada	$109M	+$8.73M	1	0.71%	Increased
119	First Trust Advisors Wheaton, Illinois	$106M	-$44.4M	6	0.17%	Reduced
120	DZ Bank Frankfurt Am Main, Germany	$100M	+$10.2M	1	0.24%	Increased
121	Artisan Partners Milwaukee, Wisconsin	$100M	+$66.1M	1	0.14%	Increased
122	American Century Companies Kansas City, Missouri	$99.8M	-$19.5M	5	0.09%	Reduced
123	Macquarie Group Sydney, NSW 2000, Australia	$97.5M	-$18.8M	5	0.17%	Reduced
124	Mirova US Boston, Massachusetts	$96.8M	+$24.7M	1	5.53%	Increased
125	Eaton Vance Management Boston, Massachusetts	$95.2M	-$6.14M	1	0.17%	Reduced