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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
76	Axiom Investors Greenwich, Connecticut	$46.8M	+$47.1M	1	1.7%	New
77	SCCM Schafer Cullen Capital Management New York	$46.2M	+$46.7M	2	0.55%	New
78	ACM Andor Capital Management Rye Brook, New York	$45.8M	+$46M	1	6.73%	New
79	HSBC Holdings London, United Kingdom	$44.6M	+$44.9M	2	0.13%	New
80	Canada Life Winnipeg, Manitoba, Canada	$43.9M	+$44M	1	0.29%	New
81	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$42.3M	+$42.6M	2	0.12%	New
82	NCM Newgate Capital Management Greenwich, Connecticut	$40.4M	+$41M	2	5.63%	New
83	DCM DLS Capital Management Bannockburn, Illinois	$39.3M	+$34.3M	2	21.46%	New
84	MC Martin Currie Edinburgh, United Kingdom	$38.5M	+$38.7M	1	4.19%	New
85	Barclays London, United Kingdom	$38.4M	+$38.5M	5	0.05%	New
86	Susquehanna International Group Bala Cynwyd, Pennsylvania	$37.3M	+$37.3M	6	0.02%	New
87	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$36.9M	+$35.7M	2	0.5%	New
88	VanEck Associates New York	$34.6M	+$34.7M	1	0.19%	New
89	WBC Westpac Banking Corp Sydney, Australia	$34.2M	+$41.2M	2	0.52%	New
90	Weiss Asset Management Boston, Massachusetts	$34M	+$34.2M	1	11.64%	New
91	Norges Bank Oslo, Norway	$33.6M	+$33.5M	4	0.02%	New
92	OAM Origin Asset Management London, United Kingdom	$33.5M	+$33.7M	1	2.92%	New
93	Principal Financial Group Des Moines, Iowa	$32.6M	+$32.6M	5	0.07%	New
94	Driehaus Capital Management Chicago, Illinois	$32.5M	+$32.7M	1	1.42%	New
95	Employees Retirement System of Texas Austin, Texas	$32.3M	+$32.4M	1	0.38%	New
96	Goldman Sachs New York	$31.5M	+$31.6M	4	0.01%	New
97	Parametric Portfolio Associates Seattle, Washington	$31.4M	+$31.5M	6	0.09%	New
98	BlackRock Advisors Wilmington, Delaware	$29.9M	+$30M	6	0.03%	New
99	Prudential plc London, England, United Kingdom	$29.7M	+$28.8M	2	0.16%	New
100	Artisan Partners Milwaukee, Wisconsin	$29.6M	+$29.2M	1	0.06%	New