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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	NONA Ninety One North America New York	$91M	+$767K	2	4.12%	Increased
277	CGH Contrarius Group Holdings Hamilton, Bermuda	$90.9M	-$5.25M	1	4.11%	Reduced
278	DJE Kapital 82049 Pullach, Germany	$89.9M	$0	1	2.18%	Maintained
279	Crossmark Global Holdings Houston, Texas	$89.1M	-$17.8M	3	1.33%	Reduced
280	Optiver Holding Amsterdam, Netherlands	$89M	-$147M	3	0.04%	Reduced
281	HIM HughesLittle Investment Management Vancouver,	$88.8M	-$3.18M	1	14.85%	Reduced
282	Guinness Asset Management London, United Kingdom	$88.7M	-$16.3M	1	1.41%	Reduced
283	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$88.2M	-$22.8M	3	0.19%	Reduced
284	HC Headwater Capital Hong Kong, China	$87.1M	+$7.83M	1	21.32%	Increased
285	SG Americas Securities New York	$87M	+$3.59M	6	0.29%	Increased
286	Junto Capital Management New York	$86.4M	+$22.6M	2	1.77%	Increased
287	Capital International Inc Los Angeles, California	$85.5M	-$34.7M	1	0.68%	Reduced
288	Summit Partners Public Asset Management Boston, Massachusetts	$85.2M	+$11.8M	1	1.77%	Increased
289	Hardman Johnston Global Advisors Stamford, Connecticut	$85.2M	-$10.9M	1	4.19%	Reduced
290	Tidal Investments Milwaukee, Wisconsin	$85.2M	+$7.49M	4	0.17%	Increased
291	FAS Formuepleje A/S Aarhus C, Denmark	$85.1M	+$27.6M	1	4.81%	Increased
292	Danske Bank Copenhagen K, Denmark	$84.3M	+$1.87M	3	0.21%	Increased
293	TW Trajan Wealth Scottsdale, Arizona	$84.2M	+$8.92M	1	3.64%	Increased
294	Copeland Capital Management Conshohocken, Pennsylvania	$84M	-$4.03M	2	1.75%	Reduced
295	LSCM Light Street Capital Management Palo Alto, California	$80.7M	-$17M	1	13.58%	Reduced
296	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$80.6M	-$489K	3	1.93%	Reduced
297	Factory Mutual Insurance Waltham, Massachusetts	$80.5M	+$20M	1	0.78%	Increased
298	WGAM Wilkinson Global Asset Management New York	$80.4M	-$537K	1	5.06%	Reduced
299	MTC McDaniel Terry & Co Austin, Texas	$79.9M	-$267K	1	6.43%	Reduced
300	Nomura Asset Management Tokyo, Japan	$79.2M	-$19.8M	3	0.21%	Reduced