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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	HSBC Holdings London, United Kingdom	$46.5M	+$4.48M	4	0.13%	Increased
77	American Century Companies Kansas City, Missouri	$45.8M	-$27.1M	3	0.06%	Reduced
78	UBS O'Connor Chicago, Illinois	$45.1M	+$45.4M	1	0.94%	New
79	Goldman Sachs New York	$44.3M	+$15M	7	0.02%	Increased
80	Edge Asset Management Seattle, Washington	$42.7M	+$21.1M	1	0.51%	Increased
81	Citigroup New York	$41.4M	+$13.9M	6	0.04%	Increased
82	Susquehanna International Group Bala Cynwyd, Pennsylvania	$41M	+$5.89M	6	0.02%	Increased
83	T. Rowe Price Associates Baltimore, Maryland	$39.7M	+$32.7M	5	0.01%	Increased
84	SCCM Schafer Cullen Capital Management New York	$39.6M	-$5.26M	2	0.44%	Reduced
85	WBC Westpac Banking Corp Sydney, Australia	$39.3M	+$1.2M	1	0.49%	Increased
86	DCM DLS Capital Management Bannockburn, Illinois	$37.6M	+$472K	2	21.41%	Increased
87	Credit Agricole Montrouge Cedex, France	$36.5M	+$36.7M	2	0.16%	New
88	GP GLG Partners London, United Kingdom	$36.3M	-$60.1M	1	3.31%	Reduced
89	Waddell & Reed Financial Overland Park, Kansas	$36.3M	+$5.98M	1	0.07%	Increased
90	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$36.3M	+$1.99M	2	0.49%	Increased
91	AllianceBernstein Nashville, Tennessee	$36.3M	-$58.6M	7	0.04%	Reduced
92	VanEck Associates New York	$35.2M	+$3.24M	1	0.18%	Increased
93	NCM Newgate Capital Management Greenwich, Connecticut	$35M	-$5.95M	2	6.13%	Reduced
94	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$34.9M	+$16.3M	1	9.59%	Increased
95	SEI Trust Company Oaks, Pennsylvania	$34.7M	+$5.96M	5	0.38%	Increased
96	Norges Bank Oslo, Norway	$33.4M	+$1.01M	4	0.02%	Increased
97	Artisan Partners Milwaukee, Wisconsin	$32.3M	-$211K	1	0.06%	Reduced
98	Barclays London, United Kingdom	$30.9M	-$3M	5	0.04%	Reduced
99	Charles Schwab San Francisco, California	$30.5M	+$4.15M	5	0.06%	Increased
100	Employees Retirement System of Texas Austin, Texas	$30.3M	+$469K	2	0.38%	Increased