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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	SEI Investments Oaks, Pennsylvania	$53.3M	+$1.92M	4	0.49%	Increased
77	Oaktree Capital Management Los Angeles, California	$52.8M	-$41.9M	1	0.69%	Reduced
78	New York State Common Retirement Fund Albany, New York	$51.7M	-$1.96M	5	0.08%	Reduced
79	Canada Life Winnipeg, Manitoba, Canada	$51.3M	-$1.78M	5	0.2%	Reduced
80	Aperio Group Sausalito, California	$49.7M	-$3.53M	5	0.51%	Reduced
81	CI Investments Inc Toronto, Ontario, Canada	$49.2M	+$1.97M	1	0.64%	Increased
82	TD Asset Management Toronto, Ontario, Canada	$49.1M	-$15.8M	2	0.1%	Reduced
83	RNC Capital Management Los Angeles, California	$47.5M	-$922K	1	4.58%	Reduced
84	Mackenzie Financial Toronto Ontario, Ontario, Canada	$47.1M	+$290K	1	0.29%	Increased
85	RCMC Rubric Capital Management (Connecticut) Stamford, Connecticut	$47.1M	+$8.61M	1	4.6%	Increased
86	OAM Origin Asset Management London, United Kingdom	$46.9M	-$34M	1	3.89%	Reduced
87	WBC Westpac Banking Corp Sydney, Australia	$46.5M	-$4.6M	2	0.51%	Reduced
88	Parametric Portfolio Associates Seattle, Washington	$45M	-$1.42M	6	0.09%	Reduced
89	Saturna Capital Bellingham, Washington	$44.2M	-$13.6M	1	1.39%	Reduced
90	CC Clearline Capital New York	$43.7M	+$12.1M	1	7.36%	Increased
91	Principal Financial Group Des Moines, Iowa	$43.2M	+$1.41M	6	0.07%	Increased
92	Norges Bank Oslo, Norway	$43.2M	+$2.02M	4	0.02%	Increased
93	Pictet Asset Management (UK) London, United Kingdom	$43M	+$43.1M	1	0.19%	Increased
94	AC Amici Capital New York	$40.7M	+$11.5M	1	1.95%	Increased
95	Gotham Asset Management New York	$40.6M	+$1.47M	2	0.4%	Increased
96	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$40.5M	-$2.6M	2	0.1%	Reduced
97	Prudential Financial Newark, New Jersey	$38.4M	+$1.25M	5	0.08%	Increased
98	Prudential plc London, England, United Kingdom	$38.1M	+$2.13M	3	0.16%	Increased
99	Raymond James & Associates St Petersburg, Florida	$38M	+$16M	3	0.16%	Increased
100	Point72 Asset Management Stamford, Connecticut	$37.7M	+$29.9M	2	0.3%	Increased