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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
201	AC Anther Capital Hong Kong,	$303M	-$50.1M	1	7.76%	Reduced
202	Truist Financial Charlotte, North Carolina	$297M	+$19.2M	5	0.35%	Increased
203	Vanguard Fiduciary Trust Malvern, Pennsylvania	$296M	+$9.32M	5	0.07%	Increased
204	Nomura Holdings Tokyo, Japan	$296M	+$125M	5	0.35%	Increased
205	AssetMark Inc Concord, California	$296M	+$16.5M	7	0.51%	Increased
206	ARGA Investment Management Stamford, Connecticut	$295M	-$5.39M	2	7.53%	Reduced
207	Candriam SCA Strassen, Luxembourg, Luxembourg	$290M	-$20.6M	2	1.31%	Reduced
208	CAPTRUST Financial Advisors Raleigh, North Carolina	$286M	-$6.39M	7	0.44%	Reduced
209	Mariner Overland Park, Kansas	$282M	-$23.3M	8	0.3%	Reduced
210	Whale Rock Capital Management Boston, Massachusetts	$282M	-$93.1M	1	2.26%	Reduced
211	DFO Duquesne Family Office New York	$282M	+$38.3M	1	5.4%	Increased
212	Manning & Napier Advisors Fairport, New York	$281M	-$60M	1	3.6%	Reduced
213	Balyasny Asset Management Chicago, Illinois	$278M	+$66.6M	2	0.35%	Increased
214	Dorsal Capital Management Redwood City, California	$272M	-$62.9M	1	9.64%	Reduced
215	Caption Management Oklahoma City, Oklahoma	$270M	+$229M	1	1.26%	Increased
216	SoftBank Group Tokyo, Japan	$270M	-$576M	1	1.48%	Reduced
217	Evelyn Partners London,	$268M	+$228M	1	0.57%	New
218	ACM Analog Century Management New York	$268M	+$91.8M	2	9.8%	Increased
219	Liontrust Investment Partners London, United Kingdom	$267M	+$15.9M	1	3.93%	Increased
220	RhumbLine Advisers Boston, Massachusetts	$267M	+$4.71M	7	0.2%	Increased
221	C WorldWide Group Copenhagen, Denmark	$267M	-$50M	1	6.43%	Reduced
222	Osaic Holdings Scottsdale, Arizona	$258M	+$26.6M	9	0.3%	Increased
223	Marsico Capital Management Denver, Colorado	$257M	-$28.3M	1	6.72%	Reduced
224	Causeway Capital Management Los Angeles, California	$254M	+$9.57M	1	2.75%	Increased
225	Sarasin & Partners London, United Kingdom	$253M	+$135M	1	2.96%	Increased