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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	MC Metropolis Capital Amersham, United Kingdom	$117M	-$63.5M	1	3.94%	Reduced
277	M&T Bank Buffalo, New York	$116M	-$322K	4	0.38%	Reduced
278	Advent International Boston, Massachusetts	$116M	-$20.3M	1	2.74%	Reduced
279	SFM Systematic Financial Management Teaneck, New Jersey	$116M	-$8.63M	3	2.65%	Reduced
280	SC Strategy Capital Los Altos, California	$115M	+$1.01M	1	9.43%	Increased
281	AIM Allen Investment Management New York	$114M	+$23.7M	1	1.41%	Increased
282	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$114M	+$6.96M	6	0.41%	Increased
283	HC Headwater Capital Hong Kong, China	$114M	-$9.64M	1	18.26%	Reduced
284	BC BIT Capital Berlin, Germany	$113M	-$16.3M	1	5.47%	Reduced
285	Perpetual Ltd Sydney, New South Wales, Australia	$113M	-$3.1M	2	1.73%	Reduced
286	Huntington National Bank Columbus, Ohio	$112M	+$12.5M	8	0.62%	Increased
287	D1 Capital Partners New York	$111M	+$113M	1	0.99%	New
288	Factory Mutual Insurance Waltham, Massachusetts	$111M	+$3.61M	1	1.25%	Increased
289	TCIM TOMS Capital Investment Management New York	$111M	+$13.9M	1	2.91%	Increased
290	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$110M	+$11.6M	2	0.6%	Increased
291	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$109M	+$111M	1	3.59%	Increased
292	Sculptor Capital New York	$109M	+$31M	1	1.14%	Increased
293	BI BlueSpruce Investments Chicago, Illinois	$109M	-$582M	1	17.21%	Reduced
294	Nikko Asset Management Americas New York	$106M	-$15.4M	1	1.5%	Reduced
295	Cornerstone Investment Partners Atlanta, Georgia	$104M	+$22.3M	3	4.37%	Increased
296	Jacobs Levy Equity Management Florham Park, New Jersey	$104M	+$27.8M	3	0.44%	Increased
297	Rubric Capital Management (New York) New York	$103M	$0	1	1.09%	Maintained
298	ACM Analog Century Management New York	$102M	-$105M	1	4.89%	Reduced
299	Nomura Holdings Tokyo, Japan	$101M	-$112M	2	0.27%	Reduced
300	Danske Bank Copenhagen K, Denmark	$101M	+$153K	3	0.24%	Increased