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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	Norges Bank Oslo, Norway	$96.3M	-$5.04M	4	0.04%	Reduced
77	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$96.2M	-$56.8M	6	0.11%	Reduced
78	Neuberger Berman Group New York	$95M	+$4.6M	3	0.12%	Increased
79	BAMCO Inc New York	$93.2M	+$13.2M	1	0.44%	Increased
80	Credit Suisse Zurich, Switzerland	$90.5M	-$24.3M	5	0.09%	Reduced
81	Aperio Group Sausalito, California	$89.5M	+$2.8M	5	0.5%	Increased
82	CI Investments Inc Toronto, Ontario, Canada	$88.8M	-$1.52M	1	0.87%	Reduced
83	AustralianSuper Melbourne, Australia	$87.4M	+$15.7M	1	3.95%	Increased
84	Canada Life Winnipeg, Manitoba, Canada	$81.9M	-$171K	5	0.2%	Reduced
85	VanEck Associates New York	$81.7M	+$14.7M	1	0.42%	Increased
86	Driehaus Capital Management Chicago, Illinois	$80.8M	-$571K	1	3.15%	Reduced
87	C WorldWide Group Copenhagen, Denmark	$80.5M	+$420K	1	1.14%	Increased
88	Saturna Capital Bellingham, Washington	$80.3M	+$17.1K	1	2.6%	Increased
89	EARNEST Partners Atlanta, Georgia	$80.1M	-$42.2M	2	0.8%	Reduced
90	USAA United Services Automobile Association San Antonio, Texas	$79.8M	-$613K	3	0.23%	Reduced
91	TD Asset Management Toronto, Ontario, Canada	$79.8M	-$2.5M	1	0.12%	Reduced
92	NC Northcape Capital Sydney, Australia	$78.2M	+$875K	1	21.54%	Increased
93	SCCM Schafer Cullen Capital Management New York	$77.6M	+$5.39M	2	0.93%	Increased
94	Eaton Vance Management Boston, Massachusetts	$76.4M	+$7.34M	2	0.2%	Increased
95	AllianceBernstein Nashville, Tennessee	$75M	-$10.8M	5	0.06%	Reduced
96	GQG Partners Ft. Lauderdale, Florida	$74.7M	+$21.5M	1	2.62%	Increased
97	Equity Investment Corp Atlanta, Georgia	$74.6M	-$6.09M	1	2.58%	Reduced
98	Sands Capital Management Arlington, Virginia	$73.8M	+$11.6M	1	0.22%	Increased
99	NN Investment Partners Holdings The Hague, Netherlands	$73.5M	+$44.8M	1	0.47%	Increased
100	Miller Howard Investments Kingston, New York	$72.3M	-$1.87M	1	1.49%	Reduced