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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	$200M	-$19.5M	5	0.13%	Reduced
77	Assenagon Asset Management Senningerberg, Luxembourg	$199M	+$188M	2	0.72%	Increased
78	BNP Paribas Asset Management Paris, France	$196M	+$19.1M	1	0.7%	Increased
79	Aberdeen Group Edinburgh, United Kingdom	$195M	-$5.22M	2	0.53%	Reduced
80	VOYA Investment Management Atlanta, Georgia	$195M	+$57.9M	5	0.23%	Increased
81	Comgest Global Investors Paris, France	$193M	-$5.91M	1	4.26%	Reduced
82	Tower Research Capital (TRC) New York	$192M	+$120M	7	7.94%	Increased
83	Vontobel Asset Management New York	$190M	-$21.3M	1	1.51%	Reduced
84	New York State Common Retirement Fund Albany, New York	$190M	-$29.4M	7	0.26%	Reduced
85	Select Equity Group New York	$188M	+$138M	1	0.71%	Increased
86	Aspex Management (HK) Central, Hong Kong	$186M	-$51.1M	1	5.12%	Reduced
87	Bank of Montreal Toronto, Ontario, Canada	$183M	+$86.6M	6	0.08%	Increased
88	SEI Investments Oaks, Pennsylvania	$183M	-$63M	8	0.41%	Reduced
89	Credit Suisse Zurich, Switzerland	$177M	-$10.9M	7	0.19%	Reduced
90	Mirova US Boston, Massachusetts	$176M	+$2.27M	1	3.54%	Increased
91	OCM Ovata Capital Management Hong Kong	$176M	+$19.8M	1	57.29%	Increased
92	CI Investments Inc Toronto, Ontario, Canada	$174M	-$22.5M	3	0.88%	Reduced
93	Janus Henderson Group London,	$173M	-$1.91M	5	0.12%	Reduced
94	Intermede Investment Partners London, United Kingdom	$172M	-$7.69M	1	4.79%	Reduced
95	Canada Life Winnipeg, Manitoba, Canada	$169M	-$831K	4	0.44%	Reduced
96	HSBC Holdings London, United Kingdom	$161M	+$71.8M	5	0.18%	Increased
97	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$160M	+$105M	3	0.28%	Increased
98	Saturna Capital Bellingham, Washington	$157M	-$523K	1	3.37%	Reduced
99	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$156M	+$95.4M	1	0.76%	Increased
100	Two Sigma Investments New York	$155M	-$115M	7	0.49%	Reduced