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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	DVF Discovery Value Fund Singapore	$148M	+$84.2M	1	12.52%	Increased
77	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$144M	-$44.1M	5	0.15%	Reduced
78	Royce & Associates New York	$141M	+$14.4M	5	1.26%	Increased
79	Credit Suisse Zurich, Switzerland	$141M	-$31.6M	5	0.1%	Reduced
80	MICM Matthews International Capital Management San Francisco, California	$140M	-$5.99M	1	6.69%	Reduced
81	CI Investments Inc Toronto, Ontario, Canada	$139M	+$79.9M	2	0.71%	Increased
82	Barclays London, United Kingdom	$138M	+$46.4M	4	0.08%	Increased
83	OAM Origin Asset Management London, United Kingdom	$136M	+$3.83M	1	11.28%	Increased
84	Neuberger Berman Group New York	$135M	-$157K	2	0.16%	Reduced
85	Alkeon Capital Management New York	$134M	+$122M	1	0.5%	New
86	Envestnet Asset Management Chicago, Illinois	$134M	-$86.9K	4	0.14%	Reduced
87	Saturna Capital Bellingham, Washington	$124M	$0	1	3.36%	Maintained
88	Brown Advisory Baltimore, Maryland	$120M	+$9.23M	1	0.3%	Increased
89	Macquarie Group Sydney, NSW 2000, Australia	$112M	-$16.2M	2	0.16%	Reduced
90	Canada Life Winnipeg, Manitoba, Canada	$112M	+$6.11M	5	0.24%	Increased
91	Citadel Advisors Miami, Florida	$111M	-$67.6M	6	0.05%	Reduced
92	Marshall Wace North America New York	$110M	+$22M	3	0.53%	Increased
93	T. Rowe Price Associates Baltimore, Maryland	$108M	-$48.7M	5	0.01%	Reduced
94	Capital International Inc Los Angeles, California	$107M	-$19.2M	1	1.49%	Reduced
95	Intermede Investment Partners London, United Kingdom	$103M	-$12.5M	1	5.19%	Reduced
96	TPI Tesco Pension Investment London, United Kingdom	$100M	$0	1	2.28%	Maintained
97	American Century Companies Kansas City, Missouri	$99.6M	+$7.26M	5	0.09%	Increased
98	Geode Capital Management Boston, Massachusetts	$94.2M	+$19.3M	7	0.02%	Increased
99	Jericho Capital Asset Management New York	$94M	-$125M	1	5.09%	Reduced
100	Railway Pension Investments London, United Kingdom	$93.6M	$0	1	1.05%	Maintained