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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	CCM Chautauqua Capital Management Boulder, Colorado	$63.3M	-$367K	1	12.45%	Reduced
77	TD Asset Management Toronto, Ontario, Canada	$63M	-$1.55M	2	0.11%	Reduced
78	Mackenzie Financial Toronto Ontario, Ontario, Canada	$62.6M	-$252K	2	0.31%	Reduced
79	LSV Asset Management Chicago, Illinois	$60.8M	+$7.76M	3	0.14%	Increased
80	California Public Employees Retirement System Sacramento, California	$59.6M	+$27.3M	7	0.09%	Increased
81	SAC Capital Advisors Stamford, Connecticut	$58.4M	-$13.4M	3	0.3%	Reduced
82	CI Investments Inc Toronto, Ontario, Canada	$57.4M	-$197M	1	0.61%	Reduced
83	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$57.2M	-$18.4M	1	0.15%	Reduced
84	UBS Zurich, Switzerland	$55.9M	-$5.02M	8	0.05%	Reduced
85	Saturna Capital Bellingham, Washington	$55.8M	$0	1	1.47%	Maintained
86	Driehaus Capital Management Chicago, Illinois	$55.7M	+$29M	1	1.75%	Increased
87	Oaktree Capital Management Los Angeles, California	$54.8M	+$10.3M	1	1.03%	Increased
88	Canada Life Winnipeg, Manitoba, Canada	$54.5M	-$1.49M	4	0.19%	Reduced
89	Royal Bank of Canada Toronto, Ontario, Canada	$52.4M	+$28.9M	5	0.04%	Increased
90	BNP Paribas Asset Management Paris, France	$52.2M	-$6.05M	2	0.4%	Reduced
91	GE General Electric Evendale, Ohio	$52.1M	-$1.14M	1	0.24%	Reduced
92	Edge Asset Management Seattle, Washington	$50.7M	+$974K	1	0.54%	Increased
93	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$48.6M	-$3.31M	2	0.58%	Reduced
94	Waddell & Reed Financial Overland Park, Kansas	$47.6M	$0	1	0.07%	Maintained
95	T. Rowe Price Associates Baltimore, Maryland	$47.6M	+$1.14M	5	0.01%	Increased
96	Lord, Abbett & Co Jersey City, New Jersey	$47.4M	+$32M	1	0.11%	Increased
97	RNC Capital Management Los Angeles, California	$46.7M	+$41.4M	1	4.06%	Increased
98	HSBC Holdings London, United Kingdom	$46.5M	-$6.49M	3	0.11%	Reduced
99	Norges Bank Oslo, Norway	$46.2M	$0	4	0.03%	Maintained
100	WBC Westpac Banking Corp Sydney, Australia	$44.9M	+$1.16M	2	0.48%	Increased