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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
1	JP Morgan Chase New York	$1.22B	-$115M	6	0.35%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.18B	-$125M	6	0.1%	Reduced
3	Aberdeen Asset Management Aberdeen, United Kingdom	$1.09B	-$43.2M	1	3.06%	Reduced
4	Massachusetts Financial Services Boston, Massachusetts	$1.08B	+$53.2M	1	0.61%	Increased
5	Bank of New York Mellon New York	$1.01B	-$43.5M	7	0.28%	Reduced
6	Capital World Investors Los Angeles, California	$863M	-$340M	1	0.24%	Reduced
7	Lazard Asset Management New York	$589M	+$2.83M	3	1.31%	Increased
8	Baillie Gifford & Co Edinburgh, United Kingdom	$568M	+$11.3M	1	1.34%	Increased
9	Renaissance Technologies New York	$563M	+$107M	6	1.35%	Increased
10	Wells Fargo San Francisco, California	$522M	+$68.8M	6	0.23%	Increased
11	SCM Segantii Capital Management Hong Kong	$423M	+$425M	1	77.41%	New
12	Morgan Stanley New York	$395M	-$17.7M	8	0.17%	Reduced
13	Thornburg Investment Management Santa Fe, New Mexico	$362M	+$356M	1	1.38%	Increased
14	Fidelity Investments Boston, Massachusetts	$333M	+$57M	4	0.05%	Increased
15	Fisher Asset Management Camas, Washington	$328M	-$7.68M	2	0.74%	Reduced
16	Wellington Management Group Boston, Massachusetts	$297M	-$16.5M	4	0.09%	Reduced
17	William Blair & Company Chicago, Illinois	$270M	-$40.8M	1	0.45%	Reduced
18	Russell Frank Company Seattle, Washington	$251M	-$24.2M	5	0.46%	Reduced
19	CI Investments Inc Toronto, Ontario, Canada	$242M	-$17.9M	1	2.65%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$234M	+$32.6M	4	0.29%	Increased
21	Harding Loevner Bridgewater, New Jersey	$212M	+$48.5M	1	1.64%	Increased
22	Vontobel Asset Management New York	$199M	+$202M	1	2.31%	New
23	TGA Trilogy Global Advisors Winter Park, Florida	$180M	+$763K	1	3.68%	Increased
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$180M	+$23.6M	7	0.13%	Increased
25	Allianz Asset Management Munich, Germany	$167M	-$6.83M	4	0.21%	Reduced