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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	AllianceBernstein Nashville, Tennessee	$88.1M	-$14.9M	6	0.07%	Reduced
77	Norges Bank Oslo, Norway	$88M	+$26M	4	0.04%	Increased
78	VanEck Associates New York	$87.4M	+$24.7M	1	0.39%	Increased
79	CFM Coronation Fund Managers Cape Town, South Africa	$86.5M	+$16.2M	1	3%	Increased
80	JSP Jackson Square Partners Larkspur, California	$84.6M	-$4.28M	1	0.42%	Reduced
81	CI Investments Inc Toronto, Ontario, Canada	$80.9M	-$1.9M	2	0.92%	Reduced
82	Canada Life Winnipeg, Manitoba, Canada	$80.4M	+$2.26M	5	0.22%	Increased
83	Frontier Capital Management Boston, Massachusetts	$80.3M	+$2.99M	1	0.59%	Increased
84	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$79.2M	-$10.3M	2	0.21%	Reduced
85	MC Martin Currie Edinburgh, United Kingdom	$77.4M	-$3.76M	1	6.39%	Reduced
86	USAA United Services Automobile Association San Antonio, Texas	$76.2M	-$9.06M	2	0.24%	Reduced
87	Equity Investment Corp Atlanta, Georgia	$75.6M	-$3.01M	1	2.46%	Reduced
88	NC Northcape Capital Sydney, Australia	$74.4M	-$1.92M	1	21.94%	Reduced
89	TD Asset Management Toronto, Ontario, Canada	$72.9M	-$6.33M	1	0.12%	Reduced
90	Aperio Group Sausalito, California	$72.8M	+$11.5M	5	0.5%	Increased
91	Saturna Capital Bellingham, Washington	$70.3M	-$31.7K	1	2.39%	Reduced
92	BAMCO Inc New York	$69.8M	+$8.79M	1	0.37%	Increased
93	Marshall Wace North America New York	$68.9M	+$65.2M	1	0.54%	New
94	BNP Paribas Asset Management Paris, France	$68.8M	+$7.75M	1	0.63%	Increased
95	Two Sigma Advisers New York	$68.8M	+$11.5M	6	0.23%	Increased
96	Driehaus Capital Management Chicago, Illinois	$68.8M	+$16.4M	1	2.36%	Increased
97	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$67.9M	-$2.88M	2	0.14%	Reduced
98	Miller Howard Investments Kingston, New York	$66.8M	+$63.5M	1	1.29%	New
99	Cornerstone Investment Partners Atlanta, Georgia	$66.8M	+$3.49M	1	2.86%	Increased
100	C WorldWide Group Copenhagen, Denmark	$66.7M	-$6.36M	1	1.13%	Reduced