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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
426	NPF Norris Perne & French Grand Rapids, Michigan	$42.6M	+$2.87M	1	2.95%	Increased
427	Adage Capital Partners Boston, Massachusetts	$42.2M	+$12.2M	2	0.07%	Increased
428	GA GuoLine Advisory Singapore	$42.1M	$0	1	4.19%	Maintained
429	TCW Group Los Angeles, California	$41.9M	-$2.26M	1	0.35%	Reduced
430	KAS Kemnay Advisory Services New York	$41.8M	-$3.34M	1	6.36%	Reduced
431	GIM Generate Investment Management Auckland, New Zealand	$41.5M	-$33.1M	1	2.11%	Reduced
432	Sapient Capital Indianapolis, Indiana	$41.3M	+$4.12M	1	0.64%	Increased
433	London & Capital Asset Management London, United Kingdom	$41.3M	-$1.52M	1	2.95%	Reduced
434	Harvest Fund Management Beijing, China	$41.2M	+$4.63M	2	1.75%	Increased
435	ABN AMRO Bank Amsterdam, Netherlands	$40.7M	+$3.9M	1	0.4%	Increased
436	Jacobs Levy Equity Management Florham Park, New Jersey	$40.7M	-$8.08M	2	0.16%	Reduced
437	SCA Snowden Capital Advisors New York	$40.4M	+$186K	2	1.1%	Increased
438	Woodline Partners San Francisco, California	$40.4M	-$4.01M	1	0.19%	Reduced
439	SIC Schwartz Investment Counsel Plymouth, Michigan	$40.3M	$0	1	1.35%	Maintained
440	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$40.2M	+$2.28M	5	0.31%	Increased
441	CCLA Investment Management London, United Kingdom	$39.8M	+$34.8M	1	0.64%	New
442	FCM Fernbridge Capital Management Los Angeles, California	$39.7M	-$21.8M	1	1.94%	Reduced
443	BGC Blue Grotto Capital Atlanta, Georgia	$39.4M	-$3.09M	1	4.57%	Reduced
444	Atria Investments Charlotte, North Carolina	$39.4M	-$757K	3	0.45%	Reduced
445	Jupiter Asset Management London, United Kingdom	$39.3M	-$1.97M	1	0.34%	Reduced
446	Bailard Foster City, California	$39.1M	-$844K	1	0.85%	Reduced
447	MM Monolith Management Hong Kong	$38.7M	+$22M	2	17.06%	Increased
448	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$38.6M	-$4.27M	1	13.5%	Reduced
449	MGM Manchester Global Management London, United Kingdom	$37.9M	+$12.1M	1	4.99%	Increased
450	Verition Fund Management Greenwich, Connecticut	$37.8M	+$7.03M	7	0.16%	Increased