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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	HSBC Holdings London, United Kingdom	$44.6M	-$5.29M	2	0.1%	Reduced
102	Driehaus Capital Management Chicago, Illinois	$44.3M	-$14.6M	2	1.44%	Reduced
103	Prudential plc London, England, United Kingdom	$44M	+$2.64M	2	0.18%	Increased
104	D.E. Shaw & Co New York	$43.1M	+$9.94M	5	0.06%	Increased
105	JSP Jackson Square Partners Larkspur, California	$42.9M	+$41.3M	1	0.17%	New
106	Principal Financial Group Des Moines, Iowa	$42.8M	+$3.5M	5	0.07%	Increased
107	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$42.7M	-$3.17M	2	0.5%	Reduced
108	GC GW Capital Bellevue, Washington	$41.9M	-$6.22M	1	1.61%	Reduced
109	SCCM Schafer Cullen Capital Management New York	$40M	-$8.6M	2	0.37%	Reduced
110	MC Martin Currie Edinburgh, United Kingdom	$39.2M	-$5.32M	1	3.4%	Reduced
111	Parametric Portfolio Associates Seattle, Washington	$39M	+$3.14M	7	0.09%	Increased
112	Calamos Advisors Naperville, Illinois	$38.9M	-$4.14M	1	0.25%	Reduced
113	Artisan Partners Milwaukee, Wisconsin	$38.2M	+$2.8M	1	0.07%	Increased
114	Hermes Investment Management London Uk, United Kingdom	$37.4M	-$40.1M	1	1.03%	Reduced
115	APG Asset Management Amsterdam, Netherlands	$36.7M	$0	2	0.08%	Maintained
116	CCM Chautauqua Capital Management Boulder, Colorado	$36.1M	-$30.4M	1	12.41%	Reduced
117	GP GLG Partners London, United Kingdom	$36.1M	-$46.5M	1	0.86%	Reduced
118	AG Ashmore Group London, United Kingdom	$35.9M	-$11.8M	1	4.75%	Reduced
119	AEGON Asset Management (UK) Edinburgh, United Kingdom	$34.9M	+$781K	1	4.01%	Increased
120	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$34M	-$754K	1	0.83%	Reduced
121	Fidelity International Hamilton, Bermuda	$33.7M	+$32.5M	1	0.13%	New
122	Susquehanna International Group Bala Cynwyd, Pennsylvania	$33.6M	+$12.7M	5	0.01%	Increased
123	RG Renaissance Group Covington, Kentucky	$33.2M	-$130K	4	1.27%	Reduced
124	Thompson Siegel & Walmsley Richmond, Virginia	$32.7M	-$8.82M	2	0.64%	Reduced
125	DnB Asset Management Oslo, Norway	$31.7M	+$30.5M	3	0.67%	New