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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	$115M	-$46.4M	4	0.12%	Reduced
77	NC Northcape Capital Sydney, Australia	$115M	+$6.88M	1	32%	Increased
78	Aperio Group Sausalito, California	$114M	+$4.18M	7	0.5%	Increased
79	Capital Research Global Investors Los Angeles, California	$110M	+$16.6M	1	0.03%	Increased
80	MC Martin Currie Edinburgh, United Kingdom	$108M	-$2.33M	1	7.54%	Reduced
81	Macquarie Group Sydney, NSW 2000, Australia	$103M	-$2.68M	5	0.17%	Reduced
82	Millennium Management New York	$102M	+$54.4M	5	0.13%	Increased
83	Epoch Investment Partners New York	$97.8M	-$6.36M	1	0.37%	Reduced
84	Man Group London, United Kingdom	$97.5M	+$85.3M	3	0.36%	Increased
85	DekaBank Deutsche Girozentrale Frankfurt, Germany	$96.8M	-$1.5M	2	0.57%	Reduced
86	MBA Maple-Brown Abbott Barangaroo, Australia	$96.7M	+$64.4M	1	7.71%	Increased
87	Two Sigma Investments New York	$96.6M	-$17.8M	7	0.26%	Reduced
88	Nikko Asset Management Americas New York	$96.4M	+$27.4M	1	2.68%	Increased
89	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$94.9M	+$27.5M	1	0.1%	Increased
90	AllianceBernstein Nashville, Tennessee	$94.8M	+$10.4M	5	0.06%	Increased
91	Saturna Capital Bellingham, Washington	$94.3M	-$70.4K	1	2.75%	Reduced
92	CAM ClariVest Asset Management San Diego, California	$94.1M	-$5.86M	2	1.67%	Reduced
93	SCCM Schafer Cullen Capital Management New York	$91.8M	-$7.87M	2	1.19%	Reduced
94	Alkeon Capital Management New York	$88.3M	+$82.8M	1	0.42%	New
95	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$87.8M	+$10.2M	2	1.97%	Increased
96	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$87.3M	+$28.9M	1	7.24%	Increased
97	EARNEST Partners Atlanta, Georgia	$86.3M	-$355K	2	0.77%	Reduced
98	GQG Partners Ft. Lauderdale, Florida	$85.9M	-$12.2M	1	1.4%	Reduced
99	Eaton Vance Management Boston, Massachusetts	$85.3M	-$16.2M	2	0.19%	Reduced
100	Hosking Partners London, United Kingdom	$82.1M	-$2.11M	1	1.81%	Reduced