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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	Mairs & Power Inc St Paul, Minnesota	$164M	-$101K	1	1.68%	Reduced
227	AGF Management Toronto, Ontario, Canada	$164M	+$848K	1	0.74%	Increased
228	RhumbLine Advisers Boston, Massachusetts	$163M	-$7.19M	7	0.14%	Reduced
229	Montrusco Bolton Investments Montreal, Quebec, Canada	$162M	-$64.9M	1	2.46%	Reduced
230	Bank Julius Baer & Co Zurich, Switzerland	$162M	-$7M	2	0.49%	Reduced
231	Osaic Holdings Scottsdale, Arizona	$157M	+$39.7M	9	0.23%	Increased
232	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$155M	+$16.6M	2	0.4%	Increased
233	Cookson Peirce & Co Pittsburgh, Pennsylvania	$155M	-$2.3M	2	6.54%	Reduced
234	Royce & Associates New York	$154M	-$41M	5	1.52%	Reduced
235	O'Shaughnessy Asset Management Stamford, Connecticut	$153M	+$15.3M	6	0.76%	Increased
236	Samlyn Capital New York	$152M	-$45.7M	1	2.59%	Reduced
237	Cullen Capital Management New York	$152M	-$49.4M	2	1.56%	Reduced
238	PAMI Perseverance Asset Management International George Town, Cayman Islands	$151M	+$144M	1	16.6%	Increased
239	Pictet Asset Management Carouge, Switzerland	$149M	+$34.7M	6	0.16%	Increased
240	Evelyn Partners Investment Management London,	$148M	-$4.15M	1	4.02%	Reduced
241	AustralianSuper Melbourne, Australia	$146M	-$53.1M	1	0.76%	Reduced
242	Geneva Capital Management Milwaukee, Wisconsin	$145M	-$25.7M	1	3.08%	Reduced
243	Janney Montgomery Scott Philadelphia, Pennsylvania	$145M	+$14.4M	4	0.36%	Increased
244	EC Eminence Capital New York	$143M	+$145M	1	3.27%	New
245	CTC (Chicago Trading Company) Chicago, Illinois	$142M	+$109M	1	0.07%	Increased
246	AG Avala Global New York	$141M	+$7.21M	1	6.76%	Increased
247	BWC Blue Whale Capital London, United Kingdom	$138M	-$712K	1	6.57%	Reduced
248	NOSC North of South Capital London, United Kingdom	$138M	-$16M	1	12.37%	Reduced
249	ABN AMRO Investment Solutions Paris Cedex 008,	$137M	+$42.7M	1	1.79%	Increased
250	Tudor Investment Corp Stamford, Connecticut	$135M	+$66.3M	4	0.25%	Increased