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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
226	KCMH Keywise Capital Management (HK) Hong Kong	$252M	-$41.7M	1	34.4%	Reduced
227	Soros Fund Management New York	$250M	-$1.22M	2	3.07%	Reduced
228	Aviva London, United Kingdom	$249M	+$3.99M	2	0.37%	Increased
229	Vident Advisory Alpharetta, Georgia	$247M	-$10.7M	8	1.78%	Reduced
230	AEGON Asset Management (UK) Edinburgh, United Kingdom	$242M	-$11.1M	1	2.58%	Reduced
231	Quantinno Capital Management New York	$242M	+$51.2M	7	0.29%	Increased
232	Polen Capital Management Boca Raton, Florida	$242M	+$135M	3	2.08%	Increased
233	Clark Capital Management Group Philadelphia, Pennsylvania	$241M	+$3M	1	1.32%	Increased
234	Squarepoint New York	$238M	+$65.8M	8	0.26%	Increased
235	XN LP New York	$238M	-$29.4M	1	6.27%	Reduced
236	PAMI Perseverance Asset Management International George Town, Cayman Islands	$238M	+$21.1M	1	24.32%	Increased
237	Union Bancaire Privee Geneva 1, Switzerland	$237M	-$26.1M	2	2.59%	Reduced
238	O'Shaughnessy Asset Management Stamford, Connecticut	$234M	+$7.69M	7	1.08%	Increased
239	ARK Investment Management St. Petersburg, Florida	$232M	-$59.6M	2	1.51%	Reduced
240	Milford Funds Auckland,	$231M	-$63.9M	1	3.77%	Reduced
241	TC Tairen Capital Hong Kong	$231M	+$129M	3	20.43%	Increased
242	Vaughan Nelson Investment Management Houston, Texas	$231M	-$10.9M	1	2.04%	Reduced
243	TIAM TT International Asset Management London, United Kingdom	$231M	+$154M	3	29.48%	Increased
244	Mairs & Power Inc St Paul, Minnesota	$227M	-$4.06M	1	2.09%	Reduced
245	B. Metzler seel. Sohn & Co Frankfurt, Germany	$227M	-$12.1M	2	1.96%	Reduced
246	M&G plc London, United Kingdom	$225M	+$29.7M	2	1.12%	Increased
247	MML Investors Services Springfield, Massachusetts	$222M	+$31.6M	6	0.45%	Increased
248	LBP AM Paris, France	$221M	-$16M	1	2.21%	Reduced
249	Third Point New York	$220M	+$75.1M	1	4.69%	Increased
250	Cookson Peirce & Co Pittsburgh, Pennsylvania	$219M	-$207K	2	7.21%	Reduced