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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	UBS Group Zurich, Switzerland	$72.1M	+$70.4M	8	0.05%	New
77	TD Asset Management Toronto, Ontario, Canada	$71.3M	+$1.65M	2	0.12%	Increased
78	Royce & Associates New York	$70.2M	+$960K	4	0.24%	Increased
79	WBC Westpac Banking Corp Sydney, Australia	$67.1M	+$4.3M	2	0.64%	Increased
80	Prudential plc London, England, United Kingdom	$66.3M	+$3.23M	2	0.28%	Increased
81	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$65.8M	-$5.43M	2	0.21%	Reduced
82	Edge Asset Management Seattle, Washington	$65.1M	-$1.53M	1	0.63%	Reduced
83	HSBC Holdings London, United Kingdom	$63.8M	+$13.5M	2	0.13%	Increased
84	BlackRock Advisors Wilmington, Delaware	$62.6M	+$9.95M	5	0.06%	Increased
85	Saturna Capital Bellingham, Washington	$62.4M	$0	1	1.63%	Maintained
86	Canada Life Winnipeg, Manitoba, Canada	$61.6M	-$4.09M	4	0.2%	Reduced
87	VanEck Associates New York	$59.9M	-$7.43M	1	0.37%	Reduced
88	Cambiar Investors Denver, Colorado	$58.4M	+$2.19M	1	0.89%	Increased
89	BAM Baring Asset Management London, United Kingdom	$56.3M	-$13.3M	1	3.58%	Reduced
90	RNC Capital Management Los Angeles, California	$55.1M	-$104K	1	4.51%	Reduced
91	Credit Agricole Montrouge Cedex, France	$54.7M	-$3.25M	1	0.23%	Reduced
92	Norges Bank Oslo, Norway	$53.2M	+$1.61M	4	0.03%	Increased
93	Capital Guardian Trust Los Angeles, California	$52.8M	+$51.2M	1	0.37%	Increased
94	Charles Schwab San Francisco, California	$52.3M	-$1.41M	5	0.08%	Reduced
95	Mackenzie Financial Toronto Ontario, Ontario, Canada	$51.2M	-$2.35M	1	0.26%	Reduced
96	HP Holowesko Partners Nassau, Bahamas	$50.9M	$0	2	4.46%	Maintained
97	Driehaus Capital Management Chicago, Illinois	$50.1M	+$14.4M	2	2.02%	Increased
98	BNP Paribas Asset Management Paris, France	$49.4M	+$4.1M	2	0.4%	Increased
99	Aperio Group Sausalito, California	$49.4M	+$2.31M	3	0.61%	Increased
100	Millennium Management New York	$49.1M	-$16.4M	6	0.1%	Reduced