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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
51	Fiera Capital (Canada) Montreal, Quebec, Canada	$79.6M	+$10.1M	1	0.66%	Increased
52	Bank of America Charlotte, North Carolina	$77.4M	-$64.7M	7	0.03%	Reduced
53	AC Amici Capital New York	$76.5M	-$2.69M	1	2.41%	Reduced
54	Ninety One (UK) London, United Kingdom	$75.5M	+$13.2M	1	0.53%	Increased
55	Seizert Capital Partners Birmingham, Michigan	$75.3M	-$3.51M	3	1.78%	Reduced
56	Arrowstreet Capital Boston, Massachusetts	$74.6M	+$60.6M	5	0.4%	Increased
57	BlackRock Group London, United Kingdom	$70M	-$9.54M	5	0.05%	Reduced
58	American Century Companies Kansas City, Missouri	$69.9M	+$20.4M	3	0.08%	Increased
59	Credit Agricole Montrouge Cedex, France	$69.3M	+$32.3M	1	0.29%	Increased
60	Royce & Associates New York	$68.5M	-$697K	3	0.2%	Reduced
61	USAA United Services Automobile Association San Antonio, Texas	$68M	+$1.71M	1	0.27%	Increased
62	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$67.7M	-$9.82M	1	0.16%	Reduced
63	Axiom Investors Greenwich, Connecticut	$66.5M	+$12.4M	1	1.78%	Increased
64	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$65.6M	-$1.23M	2	0.27%	Reduced
65	AllianceBernstein Nashville, Tennessee	$64.6M	+$26.7M	7	0.06%	Increased
66	AQR Capital Management Greenwich, Connecticut	$64M	-$11.4M	5	0.19%	Reduced
67	Baupost Group Boston, Massachusetts	$63.2M	$0	1	1.79%	Maintained
68	Goldman Sachs New York	$63M	+$16.9M	7	0.02%	Increased
69	SAC Capital Advisors Stamford, Connecticut	$61.8M	+$10M	4	0.36%	Increased
70	HP Holowesko Partners Nassau, Bahamas	$61.1M	+$46.4M	2	4.34%	Increased
71	UBS O'Connor Chicago, Illinois	$60.4M	+$14.3M	1	1.11%	Increased
72	JHC JFB Holdings Corp Atlanta, Georgia	$60.2M	-$398K	1	2.19%	Reduced
73	TD Asset Management Toronto, Ontario, Canada	$56.4M	+$5.23M	2	0.11%	Increased
74	CCM Chautauqua Capital Management Boulder, Colorado	$55.5M	+$5.62M	1	12.26%	Increased
75	Mackenzie Financial Toronto Ontario, Ontario, Canada	$54.7M	+$3.87M	2	0.28%	Increased