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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	Sands Capital Management Arlington, Virginia	$90.1M	+$2.26M	1	0.26%	Increased
77	NC Northcape Capital Sydney, Australia	$88.8M	+$1.42M	1	24.12%	Increased
78	Macquarie Group Sydney, NSW 2000, Australia	$88M	-$2.89M	5	0.15%	Reduced
79	Epoch Investment Partners New York	$86.5M	-$7.3M	1	0.27%	Reduced
80	Driehaus Capital Management Chicago, Illinois	$85.8M	-$37.7M	1	2.9%	Reduced
81	Eaton Vance Management Boston, Massachusetts	$85.1M	+$8.48M	2	0.2%	Increased
82	T. Rowe Price Associates Baltimore, Maryland	$84.3M	+$11.8M	5	0.01%	Increased
83	CAM ClariVest Asset Management San Diego, California	$84M	+$27.9M	2	1.45%	Increased
84	Credit Suisse Zurich, Switzerland	$83M	-$5.72M	6	0.08%	Reduced
85	GQG Partners Ft. Lauderdale, Florida	$81.9M	+$8.24M	1	1.96%	Increased
86	DekaBank Deutsche Girozentrale Frankfurt, Germany	$81.4M	-$1.16M	2	0.53%	Reduced
87	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$80.3M	+$8.99M	2	1.86%	Increased
88	Saturna Capital Bellingham, Washington	$78.1M	-$7.9K	1	2.5%	Reduced
89	EARNEST Partners Atlanta, Georgia	$76.8M	+$9.52M	2	0.72%	Increased
90	Capital Research Global Investors Los Angeles, California	$76.8M	+$3.96M	1	0.02%	Increased
91	AllianceBernstein Nashville, Tennessee	$75.9M	-$5.92M	5	0.05%	Reduced
92	D.E. Shaw & Co New York	$74.1M	-$42.9M	6	0.1%	Reduced
93	HSBC Holdings London, United Kingdom	$73.4M	+$53.2M	3	0.13%	Increased
94	Norges Bank Oslo, Norway	$72.7M	-$171K	3	0.03%	Reduced
95	Hosking Partners London, United Kingdom	$69.8M	+$365K	1	1.54%	Increased
96	BNP Paribas Asset Management Paris, France	$69.5M	+$3.27M	1	0.58%	Increased
97	Canada Life Winnipeg, Manitoba, Canada	$69.3M	+$1.3M	5	0.16%	Increased
98	Cornerstone Investment Partners Atlanta, Georgia	$66.4M	-$1.8M	1	3%	Reduced
99	USAA United Services Automobile Association San Antonio, Texas	$62.1M	-$3.64M	3	0.16%	Reduced
100	Miller Howard Investments Kingston, New York	$60.9M	-$2.41M	1	1.46%	Reduced