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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$103M	+$1.99M	6	0.11%	Increased
77	BAMCO Inc New York	$101M	+$3.03M	1	0.47%	Increased
78	Aperio Group Sausalito, California	$99.4M	+$5.1M	5	0.51%	Increased
79	Norges Bank Oslo, Norway	$97.8M	-$1.88M	4	0.04%	Reduced
80	Driehaus Capital Management Chicago, Illinois	$97M	+$12M	1	3.68%	Increased
81	CFM Coronation Fund Managers Cape Town, South Africa	$96.9M	-$74.1M	1	3.06%	Reduced
82	Macquarie Group Sydney, NSW 2000, Australia	$96.1M	-$16M	4	0.17%	Reduced
83	D.E. Shaw & Co New York	$95.7M	+$38.2M	6	0.13%	Increased
84	CI Investments Inc Toronto, Ontario, Canada	$91.4M	-$2.46M	1	0.94%	Reduced
85	NC Northcape Capital Sydney, Australia	$90.9M	+$8.48M	1	22.9%	Increased
86	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$90.6M	+$18.6M	2	2.01%	Increased
87	Sands Capital Management Arlington, Virginia	$89.3M	+$11.7M	1	0.27%	Increased
88	Saturna Capital Bellingham, Washington	$85.5M	+$716K	1	2.62%	Increased
89	EARNEST Partners Atlanta, Georgia	$84.6M	+$332K	2	0.81%	Increased
90	C WorldWide Group Copenhagen, Denmark	$84.6M	-$440K	1	1.22%	Reduced
91	TD Asset Management Toronto, Ontario, Canada	$82.4M	-$1.92M	1	0.12%	Reduced
92	USAA United Services Automobile Association San Antonio, Texas	$81.9M	-$1.79M	3	0.22%	Reduced
93	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$81.5M	+$83.3M	1	4.72%	New
94	Whale Rock Capital Management Boston, Massachusetts	$81.4M	+$11.7M	1	3.77%	Increased
95	Eaton Vance Management Boston, Massachusetts	$80.9M	+$369K	2	0.2%	Increased
96	Canada Life Winnipeg, Manitoba, Canada	$79.4M	-$7.92M	5	0.19%	Reduced
97	Capital Research Global Investors Los Angeles, California	$79.3M	-$40.5M	1	0.02%	Reduced
98	GQG Partners Ft. Lauderdale, Florida	$76.2M	-$2.74M	1	2.4%	Reduced
99	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$74.1M	+$1.42M	2	0.13%	Increased
100	BNP Paribas Asset Management Paris, France	$72.5M	-$135K	1	0.62%	Reduced