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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	AustralianSuper Melbourne, Australia	$211M	+$60.7M	1	1.07%	Increased
152	XN LP New York	$210M	-$6.91M	1	6.73%	Reduced
153	Optiver Holding Amsterdam, Netherlands	$208M	-$312K	1	0.1%	Reduced
154	Axiom Investors Greenwich, Connecticut	$205M	-$31.8M	1	1.68%	Reduced
155	Baird Financial Group Milwaukee, Wisconsin	$203M	+$21M	4	0.36%	Increased
156	Bessemer Group Woodbridge, New Jersey	$202M	+$11.1M	5	0.33%	Increased
157	Rathbones Group Liverpool, United Kingdom	$201M	+$20.4M	1	0.87%	Increased
158	Loomis, Sayles & Company Boston, Massachusetts	$201M	+$4.18M	1	0.25%	Increased
159	Altimeter Capital Management Boston, Massachusetts	$196M	+$161M	1	2.83%	New
160	Candriam SCA Strassen, Luxembourg, Luxembourg	$195M	-$11.4M	2	1.13%	Reduced
161	EARNEST Partners Atlanta, Georgia	$190M	+$41.9M	3	0.86%	Increased
162	Rockefeller Capital Management New York	$186M	+$28.9M	3	0.41%	Increased
163	C WorldWide Group Copenhagen, Denmark	$185M	-$51.1K	1	2.51%	Reduced
164	Montrusco Bolton Investments Montreal, Quebec, Canada	$185M	+$57.3M	1	2.05%	Increased
165	Bank of Montreal Toronto, Ontario, Canada	$184M	+$19.1M	5	0.09%	Increased
166	ACM Analog Century Management New York	$183M	+$50.7M	2	10.74%	Increased
167	SRS Investment Management New York	$180M	$0	1	1.86%	Maintained
168	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$180M	+$986K	2	2.05%	Increased
169	Marsico Capital Management Denver, Colorado	$176M	+$10.4M	1	4.77%	Increased
170	HighTower Advisors Chicago, Illinois	$174M	-$11.9M	6	0.22%	Reduced
171	DFO Duquesne Family Office New York	$173M	+$30.8M	1	4.26%	Increased
172	Manning & Napier Advisors Fairport, New York	$173M	-$91.9M	1	2.06%	Reduced
173	Public Employees Retirement Association of Colorado Denver, Colorado	$172M	-$14.7M	5	0.66%	Reduced
174	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$168M	+$44.1M	1	0.96%	Increased
175	LPU Lansdowne Partners (UK) London, United Kingdom	$167M	+$44.5M	1	21.72%	Increased