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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
151	Coatue Management New York	$103M	+$101M	1	0.46%	New
152	Marsico Capital Management Denver, Colorado	$102M	+$37.3M	1	2.97%	Increased
153	D.E. Shaw & Co New York	$101M	-$35.5M	3	0.08%	Reduced
154	Select Equity Group New York	$101M	+$30.9M	1	0.28%	Increased
155	Handelsbanken Fonder Stockholm, Sweden	$101M	+$2.37M	5	0.5%	Increased
156	PNC Financial Services Group Pittsburgh, Pennsylvania	$99.9M	-$4.91M	7	0.08%	Reduced
157	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$99.6M	$0	1	5.91%	Maintained
158	C WorldWide Group Copenhagen, Denmark	$98.1M	-$2.48M	1	0.93%	Reduced
159	Quilter Plc London, United Kingdom	$98M	+$8.25M	1	2.55%	Increased
160	BNP Paribas Financial Markets Paris, France	$95.1M	-$199K	5	0.14%	Reduced
161	Baird Financial Group Milwaukee, Wisconsin	$94.3M	+$2.66M	4	0.22%	Increased
162	EARNEST Partners Atlanta, Georgia	$93M	+$3.61M	2	0.54%	Increased
163	Citadel Advisors Miami, Florida	$91.2M	+$71.2M	8	0.02%	Increased
164	Banque Pictet & Cie Geneva 73, Switzerland	$91.1M	+$8.83M	1	0.67%	Increased
165	Wasatch Advisors Salt Lake City, Utah	$91M	-$6.97M	2	0.37%	Reduced
166	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$90.4M	+$922K	3	0.19%	Increased
167	Candriam SCA Strassen, Luxembourg, Luxembourg	$90.4M	-$14.8M	1	0.58%	Reduced
168	Hardman Johnston Global Advisors Stamford, Connecticut	$89M	-$3.39M	1	2.4%	Reduced
169	SIM SW Investment Management Telluride, Colorado	$87.8M	+$12.4M	2	29.87%	Increased
170	Norges Bank Oslo, Norway	$83.9M	-$51.3M	5	0.02%	Reduced
171	Phoenix Financial Givatayim, Israel	$83.5M	+$44M	3	1.38%	Increased
172	Nordea Investment Management Stockholm, Sweden	$83.2M	-$379K	2	0.1%	Reduced
173	JSP Jackson Square Partners Larkspur, California	$83.1M	-$3.41M	1	0.7%	Reduced
174	PAM PSquared Asset Management Zurich, Switzerland	$83M	+$50.2M	1	8.88%	Increased
175	JHP James Hambro & Partners London, United Kingdom	$82.2M	+$2.63M	1	5.58%	Increased