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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
101	BlackRock Advisors Wilmington, Delaware	$30.3M	+$2.22M	6	0.03%	Increased
102	Thompson Siegel & Walmsley Richmond, Virginia	$30.2M	+$5.77M	2	0.66%	Increased
103	LSV Asset Management Chicago, Illinois	$29.9M	-$163K	2	0.08%	Reduced
104	Parametric Portfolio Associates Seattle, Washington	$29.6M	+$23.8K	7	0.08%	Increased
105	Principal Financial Group Des Moines, Iowa	$29.4M	-$1.68M	5	0.06%	Reduced
106	BNP Paribas Financial Markets Paris, France	$29M	+$13.3M	5	0.02%	Increased
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$28.4M	-$11.5M	2	0.08%	Reduced
108	MC Martin Currie Edinburgh, United Kingdom	$28.4M	-$7.35M	1	3.05%	Reduced
109	Marsico Capital Management Denver, Colorado	$28.3M	+$9.73M	1	0.21%	Increased
110	RCMB Revelation Capital Management (Bermuda) Hamilton, Bermuda	$27.9M	+$13M	2	33.03%	Increased
111	ZDA Zweig-DiMenna Associates New York	$27.7M	+$27.9M	1	1.12%	New
112	D.E. Shaw & Co New York	$27.6M	-$39.4M	4	0.04%	Reduced
113	Prudential plc London, England, United Kingdom	$27.6M	-$82.6K	2	0.14%	Reduced
114	Northern Trust Company of Connecticut Stamford, Connecticut	$27.2M	-$462K	4	0.18%	Reduced
115	WI WHV Investments San Francisco, California	$27.2M	+$3.8M	2	0.27%	Increased
116	I.G. Investment Management Winnipeg, Manitoba, Canada	$25.5M	+$7.5M	1	0.1%	Increased
117	OAM Origin Asset Management London, United Kingdom	$24.3M	-$6.74M	1	1.82%	Reduced
118	Axa Paris, France	$24.2M	+$22.5M	3	0.12%	Increased
119	Weiss Asset Management Boston, Massachusetts	$23.7M	-$7.82M	1	14.34%	Reduced
120	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$23M	+$23.1M	1	0.49%	New
121	Legal & General Group London, United Kingdom	$21.7M	+$524K	3	0.03%	Increased
122	AEGON Asset Management (UK) Edinburgh, United Kingdom	$21.4M	+$125K	1	4.72%	Increased
123	KBC Group Brussels, Belgium	$21.2M	+$16.9M	2	0.34%	Increased
124	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$20.7M	+$20.1M	2	4.68%	Increased
125	Capital Guardian Trust Los Angeles, California	$20.6M	-$3.24M	1	0.14%	Reduced