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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	Sculptor Capital New York	$203M	+$15.7M	1	0.88%	Increased
102	Railway Pension Investments London, United Kingdom	$199M	$0	1	1.91%	Maintained
103	Renaissance Technologies New York	$194M	-$22.1M	7	0.21%	Reduced
104	TPI Tesco Pension Investment London, United Kingdom	$191M	$0	1	3.86%	Maintained
105	Canada Life Winnipeg, Manitoba, Canada	$179M	-$17.1M	5	0.34%	Reduced
106	MICM Matthews International Capital Management San Francisco, California	$175M	-$30.9M	1	9.32%	Reduced
107	Raymond James & Associates St Petersburg, Florida	$170M	+$2.16M	6	0.19%	Increased
108	CFM Coronation Fund Managers Cape Town, South Africa	$165M	-$15.4M	1	5.24%	Reduced
109	Royce & Associates New York	$164M	+$2.79M	4	1.36%	Increased
110	Putnam Investments Boston, Massachusetts	$163M	+$8.22M	2	0.29%	Increased
111	Mawer Investment Management Calgary, Alberta, Canada	$161M	+$12.8M	1	0.95%	Increased
112	American Century Companies Kansas City, Missouri	$152M	+$12M	5	0.12%	Increased
113	AEGON Asset Management (UK) Edinburgh, United Kingdom	$143M	+$27.1M	1	2.1%	Increased
114	Natixis Advisors Boston, Massachusetts	$143M	-$8.91M	4	0.82%	Reduced
115	Hosking Partners London, United Kingdom	$141M	-$4.22M	1	3.65%	Reduced
116	BNP Paribas Asset Management Paris, France	$137M	-$23.4M	1	0.63%	Reduced
117	Geode Capital Management Boston, Massachusetts	$137M	+$2.21M	7	0.02%	Increased
118	Axa Paris, France	$137M	-$13.1M	4	0.43%	Reduced
119	RAM RWC Asset Management London, United Kingdom	$136M	-$16.5M	1	4.52%	Reduced
120	Mirova US Boston, Massachusetts	$135M	+$4.52M	1	5.9%	Increased
121	Eaton Vance Management Boston, Massachusetts	$135M	+$6.34M	1	0.21%	Increased
122	Artisan Partners Milwaukee, Wisconsin	$134M	-$1.02M	1	0.16%	Reduced
123	Mirae Asset Global Investments Seoul, South Korea	$126M	+$15.8M	1	0.47%	Increased
124	D.E. Shaw & Co New York	$125M	-$74M	7	0.11%	Reduced
125	Thornburg Investment Management Santa Fe, New Mexico	$123M	+$9.82M	1	1.46%	Increased