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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	$88.8M	-$4.4M	2	1.98%	Reduced
302	IMC Chicago Chicago, Illinois	$88.6M	+$80.8M	2	0.03%	Increased
303	Groupe la Francaise Paris, France	$87.8M	-$24.8M	1	1.23%	Reduced
304	SPC Stony Point Capital New York	$87.5M	+$2.12M	1	6.42%	Increased
305	TCIM TOMS Capital Investment Management New York	$87.4M	+$28.7M	1	1.84%	Increased
306	Capital International Inc Los Angeles, California	$87.2M	-$5.63M	1	0.69%	Reduced
307	AAM AMI Asset Management Los Angeles, California	$87M	+$19.9M	1	4.93%	Increased
308	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$86.3M	-$30.3M	2	0.65%	Reduced
309	MIM Meridiem Investment Management London, United Kingdom	$86.1M	+$81M	1	1.82%	Increased
310	ABN AMRO Investment Solutions Paris Cedex 008,	$85.8M	+$34.8M	1	1.27%	Increased
311	NONA Ninety One North America New York	$85.8M	-$14.7M	2	3.48%	Reduced
312	DP Dundas Partners Edinburgh, United Kingdom	$85.7M	-$83.3K	1	6.04%	Reduced
313	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$85.7M	+$82.6M	2	3.92%	New
314	Wealth Enhancement Advisory Services Plymouth, Minnesota	$85.6M	+$4.73M	6	0.12%	Increased
315	Cambridge Investment Research Advisors Fairfield, Iowa	$85.5M	+$3.29M	5	0.23%	Increased
316	Nomura Asset Management Tokyo, Japan	$85.2M	-$961K	3	0.22%	Reduced
317	Mondrian Investment Partners London, United Kingdom	$85.2M	-$899K	2	1.41%	Reduced
318	Crossmark Global Holdings Houston, Texas	$84.1M	-$12.7M	4	1.21%	Reduced
319	Guinness Asset Management London, United Kingdom	$84.1M	-$12.5M	1	1.36%	Reduced
320	Boston Partners Boston, Massachusetts	$83.6M	+$29.1M	3	0.09%	Increased
321	Lingotto Investment Management London, United Kingdom	$83.5M	+$20.5M	1	1.46%	Increased
322	Quantinno Capital Management New York	$83.5M	+$18.7M	6	0.17%	Increased
323	National Philanthropic Trust Jenkintown, Pennsylvania	$83.2M	-$2.52M	1	0.82%	Reduced
324	FAS Formuepleje A/S Aarhus C, Denmark	$82.9M	-$9.4M	1	4.95%	Reduced
325	SCM Suvretta Capital Management New York	$82.5M	-$1.7M	1	1.69%	Reduced