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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	MC Martin Currie Edinburgh, United Kingdom	$37M	-$4.2K	1	3.83%	Reduced
102	Envestnet Asset Management Chicago, Illinois	$36.8M	-$2.86M	4	0.18%	Reduced
103	Seizert Capital Partners Birmingham, Michigan	$35.8M	-$21.8M	3	1.08%	Reduced
104	Capital Fund Management (CFM) Paris, France	$35M	+$17.5M	2	0.39%	Increased
105	BAM Baring Asset Management London, United Kingdom	$33.4M	+$485K	1	3.04%	Increased
106	Thompson Siegel & Walmsley Richmond, Virginia	$31.9M	+$7.36M	2	0.59%	Increased
107	Waddell & Reed Financial Overland Park, Kansas	$31.6M	$0	1	0.05%	Maintained
108	Barclays London, United Kingdom	$31.4M	+$19.3M	7	0.04%	Increased
109	CCM Chautauqua Capital Management Boulder, Colorado	$31.2M	+$6.64M	1	10.26%	Increased
110	SRFM Shannon River Fund Management New York	$30.9M	$0	1	5.74%	Maintained
111	Bank of Montreal Toronto, Ontario, Canada	$30.8M	+$13.9M	5	0.04%	Increased
112	Capital International Los Angeles, California	$30M	+$10.5M	1	1.99%	Increased
113	AEGON Asset Management (UK) Edinburgh, United Kingdom	$29.8M	-$386K	1	0.9%	Reduced
114	DCM Dupont Capital Management Wilmington, Delaware	$29.6M	+$582K	2	0.75%	Increased
115	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$29.4M	$0	1	0.34%	Maintained
116	Millennium Management New York	$29.1M	-$2.93M	5	0.06%	Reduced
117	Credit Agricole Montrouge Cedex, France	$28.5M	-$24.4M	1	0.14%	Reduced
118	BNP Paribas Financial Markets Paris, France	$28.4M	+$4.94M	6	0.07%	Increased
119	BNP Paribas Asset Management Paris, France	$27.6M	+$2.42M	1	0.24%	Increased
120	PSCM Prince Street Capital Management New York	$27.5M	+$29.4M	1	17.23%	New
121	RG Renaissance Group Covington, Kentucky	$26.6M	+$1.99M	3	1.06%	Increased
122	Glenmede Trust Philadelphia, Pennsylvania	$26M	+$5.01M	4	0.19%	Increased
123	BAMCO Inc New York	$25.9M	+$3.15M	1	0.12%	Increased
124	Neuberger Berman Group New York	$25.6M	-$917K	2	0.03%	Reduced
125	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$24.9M	$0	2	0.1%	Maintained