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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	Neuberger Berman Group New York	$107M	-$27.8K	2	0.13%	Reduced
77	BAMCO Inc New York	$106M	-$32M	1	0.45%	Reduced
78	Royce & Associates New York	$106M	+$780K	5	0.9%	Increased
79	MICM Matthews International Capital Management San Francisco, California	$105M	-$969K	1	4.96%	Reduced
80	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$103M	-$19.5M	2	2.83%	Reduced
81	DekaBank Deutsche Girozentrale Frankfurt, Germany	$96.8M	+$78.1M	2	0.58%	Increased
82	Comgest Global Investors Paris, France	$96.4M	-$11.5M	1	2.11%	Reduced
83	Macquarie Group Sydney, NSW 2000, Australia	$94.6M	-$1.55M	2	0.16%	Reduced
84	Citadel Advisors Miami, Florida	$94M	+$2.98M	6	0.05%	Increased
85	Ninety One (UK) London, United Kingdom	$90.8M	-$4.75M	1	0.36%	Reduced
86	Envestnet Asset Management Chicago, Illinois	$89.1M	+$7.02M	4	0.12%	Increased
87	Credit Suisse Zurich, Switzerland	$88.9M	+$21.3M	6	0.08%	Increased
88	Saturna Capital Bellingham, Washington	$87.7M	+$193K	1	2.56%	Increased
89	CFM Coronation Fund Managers Cape Town, South Africa	$86M	+$17.8M	1	3.17%	Increased
90	Carmignac Gestion Paris, France	$84.2M	-$15.1M	1	0.98%	Reduced
91	VanEck Associates New York	$83.4M	+$6.36M	1	0.41%	Increased
92	T. Rowe Price Associates Baltimore, Maryland	$78.7M	-$9.64M	5	0.01%	Reduced
93	Cornerstone Investment Partners Atlanta, Georgia	$78.3M	+$5.88M	1	3.48%	Increased
94	Epoch Investment Partners New York	$76.9M	-$2.93M	1	0.34%	Reduced
95	Intermede Investment Partners London, United Kingdom	$75.9M	+$8.53M	1	4.72%	Increased
96	TPI Tesco Pension Investment London, United Kingdom	$74.3M	+$13.7M	1	1.86%	Increased
97	Brown Advisory Baltimore, Maryland	$74.1M	+$1.06M	1	0.21%	Increased
98	Canada Life Winnipeg, Manitoba, Canada	$72.5M	+$2.53M	4	0.19%	Increased
99	EARNEST Partners Atlanta, Georgia	$72.3M	-$2.07M	2	0.69%	Reduced
100	Hosking Partners London, United Kingdom	$71M	-$338K	1	1.8%	Reduced