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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	Oaktree Capital Management Los Angeles, California	$132M	-$3.03M	1	2.6%	Reduced
77	Waddell & Reed Financial Overland Park, Kansas	$129M	+$84.6M	1	0.33%	Increased
78	MICM Matthews International Capital Management San Francisco, California	$118M	-$1.87M	1	5.24%	Reduced
79	Ninety One (UK) London, United Kingdom	$117M	+$19.3M	1	0.46%	Increased
80	Neuberger Berman Group New York	$108M	+$251K	2	0.13%	Increased
81	Royce & Associates New York	$108M	-$2.5M	5	1%	Reduced
82	Envestnet Asset Management Chicago, Illinois	$107M	+$2.2M	4	0.12%	Increased
83	OAM Origin Asset Management London, United Kingdom	$105M	+$27.1M	1	9.63%	Increased
84	Macquarie Group Sydney, NSW 2000, Australia	$104M	-$5.5M	2	0.17%	Reduced
85	Capital International Inc Los Angeles, California	$103M	+$82.9M	1	1.55%	Increased
86	Saturna Capital Bellingham, Washington	$99.3M	-$90.6K	1	2.88%	Reduced
87	Harris Associates Chicago, Illinois	$98.9M	-$24.4M	1	0.19%	Reduced
88	LSV Asset Management Chicago, Illinois	$94.2M	-$49.2M	5	0.16%	Reduced
89	Intermede Investment Partners London, United Kingdom	$93.1M	-$1.02M	1	5.17%	Reduced
90	Brown Advisory Baltimore, Maryland	$87.7M	+$394K	1	0.25%	Increased
91	Cornerstone Investment Partners Atlanta, Georgia	$86.4M	-$1.59M	1	3.8%	Reduced
92	Canada Life Winnipeg, Manitoba, Canada	$85M	-$104K	1	0.2%	Reduced
93	Eaton Vance Management Boston, Massachusetts	$80.3M	+$23.6M	2	0.17%	Increased
94	TPI Tesco Pension Investment London, United Kingdom	$80.1M	-$3.87M	1	1.96%	Reduced
95	D.E. Shaw & Co New York	$79.5M	-$6.06M	6	0.1%	Reduced
96	Epoch Investment Partners New York	$77.3M	-$2.4M	1	0.35%	Reduced
97	Holocene Advisors New York	$76.7M	+$70.1M	2	0.79%	Increased
98	Hosking Partners London, United Kingdom	$76.3M	-$3.38M	1	1.98%	Reduced
99	American Century Companies Kansas City, Missouri	$75.4M	+$2.5M	4	0.08%	Increased
100	Railway Pension Investments London, United Kingdom	$74.9M	-$4.18M	1	0.91%	Reduced