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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	Discovery Capital Management South Norwalk, Connecticut	$103M	+$93.1M	1	5.59%	New
277	Pictet Asset Management Carouge, Switzerland	$103M	-$80.1M	6	0.1%	Reduced
278	SC Strategy Capital Los Altos, California	$103M	-$11.5M	1	7.59%	Reduced
279	BCAM Boston Common Asset Management Boston, Massachusetts	$101M	-$22.1M	1	6.08%	Reduced
280	Diamond Hill Capital Management Columbus, Ohio	$99.7M	$0	1	0.51%	Maintained
281	SIG Senator Investment Group New York	$98.6M	+$40.9M	1	3.95%	Increased
282	WAM WT Asset Management Hong Kong	$97.5M	-$37.9M	1	3.87%	Reduced
283	Factory Mutual Insurance Waltham, Massachusetts	$96.6M	+$8.7M	1	0.98%	Increased
284	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$96.3M	-$15.2M	6	0.37%	Reduced
285	Susquehanna International Group Bala Cynwyd, Pennsylvania	$95.8M	-$353M	7	0.01%	Reduced
286	FFM FengHe Fund Management Singapore	$95.7M	-$11.4M	1	5.39%	Reduced
287	GIM Generate Investment Management Auckland, New Zealand	$94.9M	+$48M	1	4.33%	Increased
288	HIM HughesLittle Investment Management Vancouver,	$94.7M	-$1.87M	1	15.69%	Reduced
289	SCM Steadfast Capital Management New York	$94.2M	-$43.3M	1	1.62%	Reduced
290	Hardman Johnston Global Advisors Stamford, Connecticut	$93.8M	+$1.09M	1	4.47%	Increased
291	TW Trajan Wealth Scottsdale, Arizona	$93.8M	+$2.04M	1	3.91%	Increased
292	Harvard Management Company Boston, Massachusetts	$93.2M	+$27.9M	1	4.48%	Increased
293	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$93.1M	-$44.5M	2	1.86%	Reduced
294	LSCM Light Street Capital Management Palo Alto, California	$92.9M	+$4.17M	2	14.3%	Increased
295	Junto Capital Management New York	$92.1M	-$7.52M	2	2.03%	Reduced
296	SFM Systematic Financial Management Teaneck, New Jersey	$91.5M	+$9.64M	3	2.16%	Increased
297	LMR Partners London, United Kingdom	$91.2M	+$21.5M	1	0.17%	Increased
298	Danske Bank Copenhagen K, Denmark	$90.9M	-$811K	4	0.21%	Reduced
299	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$89.6M	+$758K	4	2%	Increased
300	Huntington National Bank Columbus, Ohio	$89.4M	+$13.4M	7	0.54%	Increased