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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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$47.4M	-$1.98M	2	0.11%	Reduced
102	Principal Financial Group Des Moines, Iowa	$46.8M	+$4.1M	5	0.07%	Increased
103	Numeric Investors Boston, Massachusetts	$46.1M	+$15.4M	4	0.6%	Increased
104	Waddell & Reed Financial Overland Park, Kansas	$45.1M	$0	1	0.06%	Maintained
105	Parametric Portfolio Associates Seattle, Washington	$44.2M	+$727K	7	0.09%	Increased
106	MCM McKinley Capital Management Anchorage, Alaska	$43.9M	+$4.99M	1	1.77%	Increased
107	MC Martin Currie Edinburgh, United Kingdom	$43.9M	-$802K	1	3.77%	Reduced
108	Point72 Asset Management Stamford, Connecticut	$42.9M	$0	1	0.3%	Maintained
109	OAM Origin Asset Management London, United Kingdom	$42.6M	-$7.58M	2	3.24%	Reduced
110	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$42.2M	+$41.1M	1	43.86%	New
111	CI Investments Inc Toronto, Ontario, Canada	$40.8M	-$18M	1	0.46%	Reduced
112	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$37.3M	+$4.74M	2	0.1%	Increased
113	SRFM Shannon River Fund Management New York	$37.3M	-$4.94M	1	3.79%	Reduced
114	Gotham Asset Management New York	$36.8M	+$29.5M	1	0.3%	Increased
115	AC Amici Capital New York	$36.8M	-$66.4M	1	1.65%	Reduced
116	D.E. Shaw & Co New York	$36.8M	+$7.11M	5	0.05%	Increased
117	DnB Asset Management Oslo, Norway	$36.8M	-$4.5M	3	0.83%	Reduced
118	SEI Investments Oaks, Pennsylvania	$34.2M	+$33.7M	5	0.3%	New
119	GC GW Capital Bellevue, Washington	$33.1M	-$6.9M	1	1.53%	Reduced
120	KG Killen Group Berwyn, Pennsylvania	$32.4M	-$3.6M	1	2.12%	Reduced
121	Prudential Financial Newark, New Jersey	$32.3M	+$12.5M	5	0.06%	Increased
122	CCM Chautauqua Capital Management Boulder, Colorado	$32.1M	-$12.8M	1	9.67%	Reduced
123	Soros Fund Management New York	$32M	$0	1	0.35%	Maintained
124	Thompson Siegel & Walmsley Richmond, Virginia	$31.5M	-$84K	2	0.6%	Reduced
125	AG Ashmore Group London, United Kingdom	$31.3M	-$1.22M	1	6.56%	Reduced