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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	$1.36B	-$37M	5	0.37%	Reduced
2	Massachusetts Financial Services Boston, Massachusetts	$1.34B	+$87.1M	1	0.73%	Increased
3	Bank of New York Mellon New York	$1.23B	+$67.6M	7	0.33%	Increased
4	Aberdeen Asset Management Aberdeen, United Kingdom	$1.23B	-$32.8M	1	3.42%	Reduced
5	Vanguard Group Malvern, Pennsylvania	$1.19B	-$134M	6	0.1%	Reduced
6	Capital World Investors Los Angeles, California	$966M	-$22.7M	1	0.28%	Reduced
7	Lazard Asset Management New York	$703M	+$24M	3	1.57%	Increased
8	Baillie Gifford & Co Edinburgh, United Kingdom	$681M	+$25.6M	1	1.6%	Increased
9	Thornburg Investment Management Santa Fe, New Mexico	$616M	+$180M	1	2.43%	Increased
10	Wells Fargo San Francisco, California	$596M	+$2.71M	7	0.25%	Increased
11	Renaissance Technologies New York	$559M	-$71.9M	6	1.34%	Reduced
12	NC Northern Cross Boston, Massachusetts	$453M	+$405M	1	16.3%	New
13	Acadian Asset Management Boston, Massachusetts	$436M	+$245M	5	2.28%	Increased
14	Fidelity Investments Boston, Massachusetts	$426M	+$37.9M	4	0.06%	Increased
15	Fisher Asset Management Camas, Washington	$398M	+$18.8M	2	0.9%	Increased
16	William Blair & Company Chicago, Illinois	$368M	+$52.2M	1	0.61%	Increased
17	Russell Frank Company Seattle, Washington	$362M	+$60.5M	5	0.64%	Increased
18	Arrowstreet Capital Boston, Massachusetts	$344M	+$233M	4	2.08%	Increased
19	Wellington Management Group Boston, Massachusetts	$335M	+$2.32M	4	0.09%	Increased
20	SCM Segantii Capital Management Hong Kong	$305M	-$151M	1	76.35%	Reduced
21	Harding Loevner Bridgewater, New Jersey	$287M	+$39.3M	1	2.19%	Increased
22	Schroder Investment Management Group London, United Kingdom	$265M	+$221K	4	0.3%	Increased
23	AG Ashmore Group London, United Kingdom	$232M	+$6.98M	1	5.07%	Increased
24	TGA Trilogy Global Advisors Winter Park, Florida	$212M	+$5M	1	4.25%	Increased
25	Invesco Atlanta, Georgia	$203M	+$20.1M	7	0.08%	Increased