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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	Allspring Global Investments Charlotte, North Carolina	$456M	-$19M	4	0.74%	Reduced
102	Menora Mivtachim Holdings Ramat Gan, Israel	$453M	-$99.6M	2	2.13%	Reduced
103	Neuberger Berman Group New York	$449M	+$60.1M	6	0.33%	Increased
104	Fidelity International Hamilton, Bermuda	$445M	+$21.1M	2	0.33%	Increased
105	Rafferty Asset Management New York	$443M	-$25.5M	2	1.53%	Reduced
106	Vontobel Holding Zurich, Switzerland	$433M	-$157M	2	1.36%	Reduced
107	Ruane, Cunniff & Goldfarb New York	$432M	-$135M	1	6.75%	Reduced
108	Balyasny Asset Management Chicago, Illinois	$428M	-$11M	4	0.54%	Reduced
109	Magellan Asset Management Sydney, Australia	$426M	-$30.8M	1	5.18%	Reduced
110	Baillie Gifford & Co Edinburgh, United Kingdom	$406M	-$66.8M	1	0.34%	Reduced
111	Renaissance Technologies New York	$404M	-$84.2M	4	0.63%	Reduced
112	LPU Lansdowne Partners (UK) London, United Kingdom	$403M	-$27.6M	1	29.53%	Reduced
113	DZ Bank Frankfurt Am Main, Germany	$398M	-$397M	1	0.34%	Reduced
114	Alphinity Investment Management Sydney, Australia	$392M	-$98.1M	1	3.97%	Reduced
115	Bahl & Gaynor Cincinnati, Ohio	$390M	+$136M	1	1.97%	Increased
116	Allianz Asset Management Munich, Germany	$389M	+$23.6M	3	0.39%	Increased
117	LGT Group Foundation Vaduz, Liechtenstein	$389M	-$28.4M	1	4.24%	Reduced
118	BNP Paribas Financial Markets Paris, France	$384M	+$80M	7	0.17%	Increased
119	Mirae Asset Global Investments Seoul, South Korea	$381M	+$22.9M	4	1.06%	Increased
120	Robeco Institutional Asset Management Rotterdam, Netherlands	$376M	-$33.4M	2	0.54%	Reduced
121	Voyager Global Management New York	$372M	+$14.7M	1	10.89%	Increased
122	H&H International Investment Palo Alto, California	$372M	+$283M	1	2.13%	Increased
123	Altimeter Capital Management Boston, Massachusetts	$371M	+$44.2M	1	5.56%	Increased
124	Canoe Financial Calgary, Alberta, Canada	$364M	-$42.8M	1	4.95%	Reduced
125	CIBC World Market Toronto, Ontario, Canada	$362M	-$7.78M	1	0.58%	Reduced