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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
301	Copeland Capital Management Conshohocken, Pennsylvania	$156M	-$19.4M	2	3.2%	Reduced
302	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$155M	-$6.23M	7	0.47%	Reduced
303	Kinetic Partners Management Miami, Florida	$154M	-$10.1M	1	3.69%	Reduced
304	Polar Capital Holdings London, United Kingdom	$154M	+$115M	1	0.36%	New
305	SFM Systematic Financial Management Teaneck, New Jersey	$153M	-$25.2M	3	3.05%	Reduced
306	Nomura Asset Management Tokyo, Japan	$152M	+$13.4M	3	0.33%	Increased
307	Cambridge Investment Research Advisors Fairfield, Iowa	$151M	+$8.62M	7	0.34%	Increased
308	Factory Mutual Insurance Waltham, Massachusetts	$151M	-$4.79M	1	1.42%	Reduced
309	Cornerstone Investment Partners Atlanta, Georgia	$150M	+$2.3M	4	5.02%	Increased
310	Nordea Investment Management Stockholm, Sweden	$150M	+$24.6M	4	0.12%	Increased
311	Raiffeisen Bank International Vienna, Austria	$150M	-$19.5M	3	1.76%	Reduced
312	PEAK6 Chicago, Illinois	$148M	-$35.2M	4	0.3%	Reduced
313	Lingotto Investment Management London, United Kingdom	$147M	+$12.8M	1	3.16%	Increased
314	Boston Partners Boston, Massachusetts	$147M	+$2.26M	3	0.13%	Increased
315	Summit Partners Public Asset Management Boston, Massachusetts	$147M	+$64.9M	2	2.58%	Increased
316	ABN AMRO Investment Solutions Paris Cedex 008,	$147M	-$40.8M	2	1.27%	Reduced
317	SCM Suvretta Capital Management New York	$145M	+$2.4M	1	2.66%	Increased
318	SH Spear Holdings Dubai, United Arab Emirates	$143M	+$23.6M	1	8.5%	Increased
319	PO PBCay One Dubai, United Arab Emirates	$143M	+$23.6M	1	8.19%	Increased
320	Danske Bank Copenhagen K, Denmark	$142M	-$1.19M	3	0.28%	Reduced
321	SPC Stony Point Capital New York	$141M	+$3.87M	1	9.19%	Increased
322	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$141M	+$2.98M	4	5.33%	Increased
323	Advent International Boston, Massachusetts	$140M	-$20.7M	1	0.79%	Reduced
324	Exchange Traded Concepts Oklahoma City, Oklahoma	$133M	+$27.7M	4	0.61%	Increased
325	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$132M	-$8.45M	2	2.59%	Reduced