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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
251	DP Dundas Partners Edinburgh, United Kingdom	$28.6M	$0	1	3.1%	Maintained
252	Pzena Investment Management New York	$28.6M	+$249K	1	0.13%	Increased
253	WP Wedgewood Partners St Louis, Missouri	$28.6M	+$213K	1	4.94%	Increased
254	Creative Planning Overland Park, Kansas	$28.2M	+$1.48M	2	0.05%	Increased
255	Advisors Capital Management Ridgewood, New Jersey	$28.2M	+$1.88M	1	0.86%	Increased
256	Woodline Partners San Francisco, California	$28.1M	+$21.1M	3	0.43%	Increased
257	Rathbones Group Liverpool, United Kingdom	$27.9M	+$1.95M	1	0.32%	Increased
258	VOYA Investment Management Atlanta, Georgia	$27.6M	-$12M	4	0.07%	Reduced
259	Osaic Holdings Scottsdale, Arizona	$27.3M	-$3.25M	9	0.06%	Reduced
260	Generation Investment Management London, United Kingdom	$26.9M	-$8.12M	1	0.15%	Reduced
261	Trillium Asset Management Boston, Massachusetts	$26.8M	-$1.52M	1	0.82%	Reduced
262	PC Port Capital Chicago, Illinois	$26.6M	+$2.73M	1	2.08%	Increased
263	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$26.3M	+$1.02M	1	0.99%	Increased
264	Scotia Capital Toronto, Ontario, Canada	$26.2M	+$611K	1	0.2%	Increased
265	Prudential Financial Newark, New Jersey	$25.7M	-$2.99M	5	0.04%	Reduced
266	RhumbLine Advisers Boston, Massachusetts	$25.6M	+$538K	4	0.04%	Increased
267	Guinness Asset Management London, United Kingdom	$25.4M	+$941K	1	1%	Increased
268	B. Metzler seel. Sohn & Co Frankfurt, Germany	$25.3M	+$1.99M	1	0.41%	Increased
269	London & Capital Asset Management London, United Kingdom	$25.1M	-$16.9M	1	1.99%	Reduced
270	DZ Bank Frankfurt Am Main, Germany	$24.2M	-$49.5M	1	0.04%	Reduced
271	Swiss National Bank Zurich, Switzerland	$24M	-$44.6K	5	0.02%	Reduced
272	MTC McDaniel Terry & Co Austin, Texas	$24M	+$152K	1	2.96%	Increased
273	ClearBridge Investments New York	$23.7M	-$222M	2	0.02%	Reduced
274	Pacer Advisors Malvern, Pennsylvania	$23.3M	+$6.94M	4	0.17%	Increased
275	Comerica Bank Dallas, Texas	$23.2M	+$4.71M	6	0.19%	Increased