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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	Hermes Investment Management London Uk, United Kingdom	$53.7M	+$2.78M	1	1.64%	Increased
77	UBS Zurich, Switzerland	$53.6M	-$7M	8	0.05%	Reduced
78	BNP Paribas Asset Management Paris, France	$51.3M	-$6.52M	2	0.38%	Reduced
79	SEI Trust Company Oaks, Pennsylvania	$50.8M	+$15.6M	5	0.48%	Increased
80	Waddell & Reed Financial Overland Park, Kansas	$50.5M	+$7M	1	0.08%	Increased
81	Canada Life Winnipeg, Manitoba, Canada	$49.5M	+$746K	4	0.18%	Increased
82	Saturna Capital Bellingham, Washington	$48.7M	+$30.5K	1	1.24%	Increased
83	LSV Asset Management Chicago, Illinois	$47.1M	+$4.58M	3	0.11%	Increased
84	HSBC Holdings London, United Kingdom	$46.8M	-$877K	2	0.12%	Reduced
85	GE General Electric Evendale, Ohio	$46.5M	-$11.5M	1	0.22%	Reduced
86	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$43.8M	+$6.7M	2	0.55%	Increased
87	Edge Asset Management Seattle, Washington	$43.2M	-$678K	1	0.47%	Reduced
88	Norges Bank Oslo, Norway	$42.2M	+$4.48M	4	0.02%	Increased
89	DCM DLS Capital Management Bannockburn, Illinois	$42M	-$485K	2	31.13%	Reduced
90	SCCM Schafer Cullen Capital Management New York	$41.3M	+$881K	2	0.41%	Increased
91	T. Rowe Price Associates Baltimore, Maryland	$40.5M	-$894K	5	0.01%	Reduced
92	Two Sigma Investments New York	$40.2M	+$32.5M	6	0.22%	Increased
93	Cambiar Investors Denver, Colorado	$39.8M	+$25M	1	0.59%	Increased
94	MC Martin Currie Edinburgh, United Kingdom	$39.2M	+$10.2M	1	3.6%	Increased
95	Artisan Partners Milwaukee, Wisconsin	$38.1M	-$47.6K	1	0.07%	Reduced
96	WBC Westpac Banking Corp Sydney, Australia	$38.1M	-$2.4M	2	0.44%	Reduced
97	Calamos Advisors Naperville, Illinois	$37.9M	-$27.6M	2	0.24%	Reduced
98	Oaktree Capital Management Los Angeles, California	$37.7M	+$30.8M	1	0.69%	Increased
99	VanEck Associates New York	$37.6M	+$1.41M	1	0.19%	Increased
100	Susquehanna International Group Bala Cynwyd, Pennsylvania	$36.5M	-$6.24M	6	0.02%	Reduced