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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	CI Investments Inc Toronto, Ontario, Canada	$114M	+$70.5K	2	0.69%	Increased
77	Saturna Capital Bellingham, Washington	$112M	+$45K	1	3.64%	Increased
78	OAM Origin Asset Management London, United Kingdom	$112M	+$241K	1	14.35%	Increased
79	Credit Suisse Zurich, Switzerland	$109M	-$7.7M	5	0.09%	Reduced
80	GQG Partners Ft. Lauderdale, Florida	$105M	+$115M	1	0.72%	Increased
81	Envestnet Asset Management Chicago, Illinois	$103M	-$6.61M	5	0.12%	Reduced
82	Intermede Investment Partners London, United Kingdom	$95.8M	+$13M	1	5.64%	Increased
83	Royce & Associates New York	$94.6M	-$15.7M	5	1.29%	Reduced
84	Canada Life Winnipeg, Manitoba, Canada	$91.9M	-$1.37M	5	0.25%	Reduced
85	Susquehanna International Group Bala Cynwyd, Pennsylvania	$91.3M	+$31.3M	5	0.03%	Increased
86	Barclays London, United Kingdom	$89.6M	-$27.1M	3	0.07%	Reduced
87	TD Asset Management Toronto, Ontario, Canada	$88.9M	+$16M	2	0.15%	Increased
88	Macquarie Group Sydney, NSW 2000, Australia	$88.4M	-$4.07M	2	0.18%	Reduced
89	Capital International Inc Los Angeles, California	$87.9M	-$370K	1	1.48%	Reduced
90	American Century Companies Kansas City, Missouri	$87.6M	+$8.99M	5	0.1%	Increased
91	LPU Lansdowne Partners (UK) London, United Kingdom	$86.4M	-$115M	1	4.79%	Reduced
92	Alkeon Capital Management New York	$86M	-$27.3M	1	0.37%	Reduced
93	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$83.4M	+$26M	4	0.7%	Increased
94	Candriam SCA Strassen, Luxembourg, Luxembourg	$82.7M	+$2.41K	2	0.92%	Increased
95	ClearBridge Investments New York	$82.5M	+$12.2M	1	0.09%	Increased
96	TPI Tesco Pension Investment London, United Kingdom	$77.9M	-$5.19M	1	2.37%	Reduced
97	MICM Matthews International Capital Management San Francisco, California	$77.6M	-$43.3M	1	4.99%	Reduced
98	Railway Pension Investments London, United Kingdom	$77M	$0	1	1.07%	Maintained
99	Hosking Partners London, United Kingdom	$73.2M	-$2.72M	1	2.56%	Reduced
100	Epoch Investment Partners New York	$69.1M	+$5.62M	1	0.42%	Increased