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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	MC Martin Currie Edinburgh, United Kingdom	$109M	-$6.69M	1	7.59%	Reduced
77	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$109M	-$5.12M	6	0.12%	Reduced
78	Macquarie Group Sydney, NSW 2000, Australia	$108M	+$1.87M	4	0.2%	Increased
79	Credit Suisse Zurich, Switzerland	$105M	+$42M	6	0.1%	Increased
80	Sands Capital Management Arlington, Virginia	$105M	+$6.76M	1	0.31%	Increased
81	Carmignac Gestion Paris, France	$105M	-$47.1M	1	0.74%	Reduced
82	NC Northcape Capital Sydney, Australia	$105M	+$4.41M	1	26%	Increased
83	Two Sigma Investments New York	$104M	-$45.7M	7	0.35%	Reduced
84	CI Investments Inc Toronto, Ontario, Canada	$101M	-$126K	1	1.16%	Reduced
85	DekaBank Deutsche Girozentrale Frankfurt, Germany	$97.9M	+$21.4M	1	0.67%	Increased
86	AustralianSuper Melbourne, Australia	$94.5M	-$37.6M	1	3%	Reduced
87	EARNEST Partners Atlanta, Georgia	$94M	-$17.8K	2	0.89%	Reduced
88	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$93.9M	+$15M	2	2.2%	Increased
89	Saturna Capital Bellingham, Washington	$93.5M	-$886K	1	2.97%	Reduced
90	C WorldWide Group Copenhagen, Denmark	$92.7M	-$604K	1	1.42%	Reduced
91	Eaton Vance Management Boston, Massachusetts	$92.5M	+$3.35M	2	0.23%	Increased
92	AllianceBernstein Nashville, Tennessee	$92.2M	+$18M	5	0.07%	Increased
93	TD Asset Management Toronto, Ontario, Canada	$90.1M	-$821K	1	0.14%	Reduced
94	GQG Partners Ft. Lauderdale, Florida	$88.9M	+$4.82M	1	2.3%	Increased
95	CFM Coronation Fund Managers Cape Town, South Africa	$88.9M	-$18.1M	1	3.53%	Reduced
96	Capital Research Global Investors Los Angeles, California	$87.5M	-$131	1	0.02%	Reduced
97	Whale Rock Capital Management Boston, Massachusetts	$85.6M	+$1.89M	1	2.91%	Increased
98	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$84.3M	+$2.45M	2	0.15%	Increased
99	VanEck Associates New York	$84M	-$30.2M	1	0.42%	Reduced
100	Hosking Partners London, United Kingdom	$83.2M	+$3.57M	1	1.84%	Increased