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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
276	Banque Pictet & Cie Geneva 73, Switzerland	$183M	-$2.86M	2	1.15%	Reduced
277	AustralianSuper Melbourne, Australia	$182M	-$20.8M	1	0.79%	Reduced
278	Cullen Capital Management New York	$180M	-$69.3M	2	1.77%	Reduced
279	Varma Mutual Pension Insurance Co Helsinki, Finland	$178M	+$3.33M	1	0.94%	Increased
280	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$173M	+$16.1M	1	3.02%	Increased
281	Montrusco Bolton Investments Montreal, Quebec, Canada	$173M	-$59.8M	1	2.68%	Reduced
282	Capital Fund Management (CFM) Paris, France	$173M	-$103M	3	0.76%	Reduced
283	Penserra Capital Management Orinda, California	$173M	+$10.2M	2	1.33%	Increased
284	Scotia Capital Toronto, Ontario, Canada	$173M	-$3.29M	2	0.65%	Reduced
285	Parnassus Investments San Francisco, California	$172M	-$11M	1	0.46%	Reduced
286	Huntington National Bank Columbus, Ohio	$172M	+$11.7M	7	0.83%	Increased
287	Perpetual Ltd Sydney, New South Wales, Australia	$171M	+$6.61M	2	2.45%	Increased
288	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$170M	+$13.1M	1	0.77%	Increased
289	M&T Bank Buffalo, New York	$167M	+$814K	5	0.49%	Increased
290	Commonwealth Equity Services Waltham, Massachusetts	$166M	-$6.75M	6	0.21%	Reduced
291	Johnson Investment Counsel Cincinnati, Ohio	$166M	-$4.82M	1	1.21%	Reduced
292	Magellan Asset Management Sydney, Australia	$165M	-$338M	1	3.68%	Reduced
293	BC BIT Capital Berlin, Germany	$164M	+$3.22M	1	4.86%	Increased
294	EFG International Zurich,	$163M	-$2.54M	4	2.99%	Reduced
295	HRT Financial New York	$160M	+$77.3M	6	0.29%	Increased
296	LSCM Light Street Capital Management Palo Alto, California	$159M	+$12.9M	2	17.65%	Increased
297	Defiance ETFs New York	$159M	+$14.7M	2	2.16%	Increased
298	Mackenzie Financial Toronto Ontario, Ontario, Canada	$159M	+$31.3M	7	0.16%	Increased
299	SC Strategy Capital Los Altos, California	$158M	-$3.97M	1	9.76%	Reduced
300	NOSC North of South Capital London, United Kingdom	$158M	-$31M	1	11.63%	Reduced