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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	Edge Asset Management Seattle, Washington	$82.8M	-$14.7M	1	0.64%	Reduced
77	USAA United Services Automobile Association San Antonio, Texas	$78.4M	-$16M	2	0.26%	Reduced
78	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$78M	-$44.4M	2	0.28%	Reduced
79	JSP Jackson Square Partners Larkspur, California	$78M	-$2.55M	1	0.4%	Reduced
80	CI Investments Inc Toronto, Ontario, Canada	$72.7M	-$9.7M	2	0.8%	Reduced
81	Parametric Portfolio Associates Seattle, Washington	$71.6M	-$10.3M	6	0.1%	Reduced
82	MC Martin Currie Edinburgh, United Kingdom	$71.2M	+$3.47M	1	6.67%	Increased
83	BlackRock Group London, United Kingdom	$70.4M	+$6.31M	5	0.03%	Increased
84	BlackRock Investment Management Wilmington, Delaware	$70M	+$9.11M	5	0.08%	Increased
85	TD Asset Management Toronto, Ontario, Canada	$69.7M	-$190K	1	0.12%	Reduced
86	Canada Life Winnipeg, Manitoba, Canada	$69.4M	+$1.48M	5	0.2%	Increased
87	Equity Investment Corp Atlanta, Georgia	$69M	+$72.2M	1	2.22%	New
88	D.E. Shaw & Co New York	$68.5M	+$4.64M	7	0.12%	Increased
89	AEGON Asset Management (UK) Edinburgh, United Kingdom	$68.2M	-$9.23M	1	1.93%	Reduced
90	Putnam Investments Boston, Massachusetts	$67.4M	-$46.1M	2	0.16%	Reduced
91	NC Northcape Capital Sydney, Australia	$66.9M	+$70.1M	1	24.15%	New
92	Norges Bank Oslo, Norway	$64.5M	+$1.05M	3	0.03%	Increased
93	C WorldWide Group Copenhagen, Denmark	$64.3M	+$16.8M	1	1.24%	Increased
94	Principal Financial Group Des Moines, Iowa	$62.2M	-$2.93M	5	0.08%	Reduced
95	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$62M	-$3.04M	2	0.13%	Reduced
96	Saturna Capital Bellingham, Washington	$61.6M	+$36.6K	1	2.16%	Increased
97	CFM Coronation Fund Managers Cape Town, South Africa	$60.8M	+$10.4M	1	2.23%	Increased
98	DCM Dupont Capital Management Wilmington, Delaware	$58.3M	+$1.19M	2	1.3%	Increased
99	Raymond James & Associates St Petersburg, Florida	$57.3M	+$809K	3	0.15%	Increased
100	TI Trigran Investments Northbrook, Illinois	$56.5M	+$4.01K	1	15.12%	Increased