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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	SCCM Schafer Cullen Capital Management New York	$44.9M	-$2.35M	2	0.43%	Reduced
102	Prudential plc London, England, United Kingdom	$43.9M	+$9M	2	0.2%	Increased
103	GC GW Capital Bellevue, Washington	$42.8M	+$20.3M	1	1.66%	Increased
104	VanEck Associates New York	$42.7M	-$423K	1	0.21%	Reduced
105	BlackRock Advisors Wilmington, Delaware	$41.9M	+$9.42M	5	0.04%	Increased
106	MC Martin Currie Edinburgh, United Kingdom	$41.9M	-$2.79M	1	3.85%	Reduced
107	Cambiar Investors Denver, Colorado	$41.1M	-$4.14M	1	0.61%	Reduced
108	Calamos Advisors Naperville, Illinois	$40.4M	-$2.74M	2	0.26%	Reduced
109	Charles Schwab San Francisco, California	$37.8M	+$129K	5	0.07%	Increased
110	Aperio Group Sausalito, California	$37.8M	+$33.7M	3	0.53%	New
111	Thompson Siegel & Walmsley Richmond, Virginia	$37.6M	+$1.23M	2	0.85%	Increased
112	Principal Financial Group Des Moines, Iowa	$37.2M	+$2.99M	5	0.07%	Increased
113	Artisan Partners Milwaukee, Wisconsin	$34.6M	-$1.38M	1	0.06%	Reduced
114	BNP Paribas Financial Markets Paris, France	$33.3M	+$14.5M	5	0.03%	Increased
115	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$33.1M	+$1.66M	2	0.08%	Increased
116	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$32.6M	-$451K	1	0.71%	Reduced
117	Parametric Portfolio Associates Seattle, Washington	$32.1M	-$300K	7	0.08%	Reduced
118	AEGON Asset Management (UK) Edinburgh, United Kingdom	$31.9M	+$3.27M	1	3.67%	Increased
119	DCM DLS Capital Management Bannockburn, Illinois	$30.2M	-$15.9M	2	45.04%	Reduced
120	NCM Newgate Capital Management Greenwich, Connecticut	$29.9M	-$4.23M	2	6.65%	Reduced
121	RG Renaissance Group Covington, Kentucky	$29.8M	+$2.06M	2	1.18%	Increased
122	Employees Retirement System of Texas Austin, Texas	$29.7M	-$2.88M	1	0.39%	Reduced
123	D.E. Shaw & Co New York	$28.1M	+$4.28M	5	0.04%	Increased
124	MTB Mizuho Trust & Banking Tokyo, Japan	$28.1M	+$3.38M	2	0.11%	Increased
125	First Pacific Advisors El Segundo, California	$27.8M	+$895K	1	0.24%	Increased