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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	CI Investments Inc Toronto, Ontario, Canada	$73.7M	+$1.72M	1	0.94%	Increased
77	SEI Investments Oaks, Pennsylvania	$73.1M	+$6.64M	4	0.45%	Increased
78	Numeric Investors Boston, Massachusetts	$72.6M	+$23.6M	3	0.77%	Increased
79	AEGON Asset Management (UK) Edinburgh, United Kingdom	$71M	+$29.7M	1	2.14%	Increased
80	Aperio Group Sausalito, California	$65.8M	+$1.37M	5	0.56%	Increased
81	Baupost Group Boston, Massachusetts	$65.2M	$0	1	0.94%	Maintained
82	TD Asset Management Toronto, Ontario, Canada	$64.6M	+$1.07M	2	0.12%	Increased
83	Pictet Asset Management (UK) London, United Kingdom	$63.4M	-$9.54M	1	0.28%	Reduced
84	Frontier Capital Management Boston, Massachusetts	$63.2M	+$12.6M	1	0.5%	Increased
85	Mackenzie Financial Toronto Ontario, Ontario, Canada	$61.8M	+$4.75M	2	0.56%	Increased
86	OAM Origin Asset Management London, United Kingdom	$60.8M	+$6.67M	1	4.25%	Increased
87	Putnam Investments Boston, Massachusetts	$58.6M	+$22.8M	2	0.14%	Increased
88	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$58.5M	+$9.51M	2	0.13%	Increased
89	Norges Bank Oslo, Norway	$57.3M	+$1.97M	4	0.03%	Increased
90	Canada Life Winnipeg, Manitoba, Canada	$57M	-$6.55M	5	0.21%	Reduced
91	BlackRock Advisors Wilmington, Delaware	$56.7M	+$3.57M	5	0.06%	Increased
92	Fidelity International Hamilton, Bermuda	$56.3M	-$23.3M	1	0.17%	Reduced
93	Första AP-fonden Stockholm, Sweden	$56.1M	-$16.5M	1	13.61%	Reduced
94	Principal Financial Group Des Moines, Iowa	$55.9M	+$3.45M	6	0.08%	Increased
95	DCM Dupont Capital Management Wilmington, Delaware	$53.4M	+$10.7M	3	1.22%	Increased
96	HSBC Holdings London, United Kingdom	$51M	-$3.53M	4	0.14%	Reduced
97	Saturna Capital Bellingham, Washington	$50.6M	+$93.6K	1	1.62%	Increased
98	Sarasin & Partners London, United Kingdom	$49.8M	+$43.8M	1	0.81%	Increased
99	BAM Baring Asset Management London, United Kingdom	$48.7M	-$2.96M	1	4.06%	Reduced
100	Raymond James & Associates St Petersburg, Florida	$47.6M	-$498K	4	0.16%	Reduced