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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
126	Man Group London, United Kingdom	$257M	+$149M	3	0.49%	Increased
127	Robeco Institutional Asset Management Rotterdam, Netherlands	$257M	-$6.68M	2	0.42%	Reduced
128	D.E. Shaw & Co New York	$256M	-$412M	5	0.18%	Reduced
129	Lord, Abbett & Co Jersey City, New Jersey	$254M	-$86.8M	1	0.82%	Reduced
130	Renaissance Technologies New York	$254M	+$55.3M	7	0.34%	Increased
131	Locust Wood Capital Advisers New York	$250M	+$12.6M	1	6.65%	Increased
132	MC Martin Currie Edinburgh, United Kingdom	$249M	-$37.7M	1	9.55%	Reduced
133	BNP Paribas Asset Management Paris, France	$246M	-$24.5M	5	0.6%	Reduced
134	Dorsal Capital Management Redwood City, California	$243M	+$13.9M	1	6.49%	Increased
135	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$243M	+$6.48M	1	6.6%	Increased
136	TSAM Trinity Street Asset Management London, United Kingdom	$239M	+$21.1M	1	16.38%	Increased
137	Federated Hermes Pittsburgh, Pennsylvania	$235M	+$37.9M	6	0.44%	Increased
138	Nordea Investment Management Stockholm, Sweden	$234M	+$25.8M	2	0.22%	Increased
139	CI Investments Inc Toronto, Ontario, Canada	$232M	-$7.87M	4	0.87%	Reduced
140	Appaloosa LP Short Hills, New Jersey	$232M	+$140M	1	3.6%	Increased
141	PNC Financial Services Group Pittsburgh, Pennsylvania	$232M	+$2.81M	8	0.15%	Increased
142	Intermede Investment Partners London, United Kingdom	$231M	-$8.95M	1	7.12%	Reduced
143	Skye Global Management West Palm Beach, Florida	$229M	-$92M	1	3.99%	Reduced
144	Axa Paris, France	$220M	+$24.3M	4	0.63%	Increased
145	First Trust Advisors Wheaton, Illinois	$220M	-$34.9M	6	0.18%	Reduced
146	Capital Group Private Client Services Los Angeles, California	$218M	-$1.14M	1	1.89%	Reduced
147	Allianz Asset Management Munich, Germany	$216M	-$8.39M	2	0.26%	Reduced
148	Vaughan Nelson Investment Management Houston, Texas	$215M	-$44M	1	2.02%	Reduced
149	Susquehanna International Group Bala Cynwyd, Pennsylvania	$212M	-$457M	7	0.03%	Reduced
150	Stifel Financial St. Louis, Missouri	$211M	+$632K	5	0.21%	Increased