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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	Magellan Asset Management Sydney, Australia	$33.8M	+$10.7M	1	0.36%	Increased
252	HP Harvey Partners Tarrytown, New York	$33.8M	+$972K	1	4.29%	Increased
253	MICM Matthews International Capital Management San Francisco, California	$33.7M	-$17M	1	4.08%	Reduced
254	CIBC Private Wealth Group Atlanta, Georgia	$33.7M	+$950K	1	0.08%	Increased
255	Nomura Holdings Tokyo, Japan	$32.6M	+$25.2M	3	0.09%	Increased
256	Calamos Advisors Naperville, Illinois	$32.5M	+$2.03M	3	0.17%	Increased
257	Parallax Volatility Advisers San Francisco, California	$32.3M	+$28.1M	1	0.07%	Increased
258	Trillium Asset Management Boston, Massachusetts	$31.7M	-$110K	1	0.96%	Reduced
259	Swiss National Bank Zurich, Switzerland	$31.7M	+$350K	5	0.02%	Increased
260	Brandes Investment Partners La Jolla, California	$31.6M	-$431K	1	0.62%	Reduced
261	Prudential Financial Newark, New Jersey	$31.5M	-$2.8M	6	0.05%	Reduced
262	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$30.4M	-$210K	1	0.2%	Reduced
263	Silvercrest Asset Management New York	$30.3M	+$3.92M	4	0.23%	Increased
264	Chicago Capital Chicago, Illinois	$29.7M	-$20.6K	1	1.39%	Reduced
265	Cerity Partners New York	$29.7M	-$6.34M	2	0.14%	Reduced
266	O'Shaughnessy Asset Management Stamford, Connecticut	$29.6M	+$824K	7	0.44%	Increased
267	Hardman Johnston Global Advisors Stamford, Connecticut	$29.6M	-$15.3M	1	0.99%	Reduced
268	Squarepoint New York	$29.4M	+$19.5M	4	0.07%	Increased
269	Janney Montgomery Scott Philadelphia, Pennsylvania	$28.9M	+$543K	6	0.11%	Increased
270	ABN AMRO Investment Solutions Paris Cedex 008,	$28.1M	-$957K	2	0.55%	Reduced
271	Y.D. More Investments Ramat Gan, Israel	$28M	+$3.85M	3	5.37%	Increased
272	GC GMT Capital Atlanta, Georgia	$27.9M	+$22.8M	1	1.05%	Increased
273	Segall Bryant & Hamill Chicago, Illinois	$27.6M	-$13.3M	3	0.32%	Reduced
274	Pacer Advisors Malvern, Pennsylvania	$27.5M	-$16M	4	0.11%	Reduced
275	AGP Akaris Global Partners New York	$26.7M	+$15.8M	1	6.76%	Increased