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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	WI WHV Investments San Francisco, California	$35.1M	-$2.88M	2	0.37%	Reduced
102	Thompson Siegel & Walmsley Richmond, Virginia	$35M	+$742K	2	0.82%	Increased
103	Charles Schwab San Francisco, California	$33.2M	+$993K	5	0.06%	Increased
104	AG Ashmore Group London, United Kingdom	$32.5M	-$57.5M	1	6.49%	Reduced
105	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$31.4M	-$29.6M	3	0.22%	Reduced
106	Principal Financial Group Des Moines, Iowa	$30.8M	-$446K	5	0.06%	Reduced
107	Citigroup New York	$30.2M	-$12.9M	7	0.03%	Reduced
108	NCM Newgate Capital Management Greenwich, Connecticut	$30.1M	-$5.69M	2	5.93%	Reduced
109	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$28.8M	+$5.27M	1	0.61%	Increased
110	Employees Retirement System of Texas Austin, Texas	$28.8M	-$2.46M	2	0.37%	Reduced
111	Marsico Capital Management Denver, Colorado	$28.6M	-$512K	1	0.2%	Reduced
112	Parametric Portfolio Associates Seattle, Washington	$28.6M	-$2.76M	7	0.07%	Reduced
113	Northern Trust Company of Connecticut Stamford, Connecticut	$28.2M	-$1.06M	4	0.18%	Reduced
114	Prudential plc London, England, United Kingdom	$28.1M	+$26.3K	2	0.12%	Increased
115	F&C Asset Management Edinburgh, Scotland, United Kingdom	$28.1M	+$22.1M	1	0.34%	Increased
116	BlackRock Advisors Wilmington, Delaware	$27.4M	-$4.57M	5	0.03%	Reduced
117	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$27.2M	-$2M	2	0.07%	Reduced
118	I.G. Investment Management Winnipeg, Manitoba, Canada	$26.3M	+$59.8K	1	0.1%	Increased
119	California Public Employees Retirement System Sacramento, California	$26M	+$12.2M	7	0.04%	Increased
120	Aperio Group Sausalito, California	$25.8M	-$21.5M	0	–	Closed
121	Axa Paris, France	$25.7M	+$296K	3	0.11%	Increased
122	AEGON Asset Management (UK) Edinburgh, United Kingdom	$24.6M	+$2.67M	1	3.51%	Increased
123	Millennium Management New York	$24.3M	+$13.1M	6	0.08%	Increased
124	OAM Origin Asset Management London, United Kingdom	$24.3M	-$777K	1	1.63%	Reduced
125	RG Renaissance Group Covington, Kentucky	$23.9M	+$12.5M	2	0.96%	Increased