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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	Numeric Investors Boston, Massachusetts	$41.1M	+$32.4M	3	0.44%	Increased
102	CC Clearline Capital New York	$40.9M	+$542K	1	6.35%	Increased
103	MC Martin Currie Edinburgh, United Kingdom	$40.3M	-$268K	1	4.08%	Reduced
104	Teachers Advisors New York	$40.2M	+$17.4M	5	0.08%	Increased
105	Waddell & Reed Financial Overland Park, Kansas	$39.3M	$0	1	0.06%	Maintained
106	RCMC Rubric Capital Management (Connecticut) Stamford, Connecticut	$38.7M	-$5.35M	1	3.38%	Reduced
107	Gotham Asset Management New York	$37.2M	-$2.82M	2	0.4%	Reduced
108	Prudential plc London, England, United Kingdom	$36.9M	+$1.18M	3	0.15%	Increased
109	Capital International Los Angeles, California	$36.5M	+$3.58M	1	2.31%	Increased
110	DCM Dupont Capital Management Wilmington, Delaware	$36.2M	+$3.53M	2	0.87%	Increased
111	BlackRock Investment Management Wilmington, Delaware	$34.7M	+$7.95M	5	0.04%	Increased
112	AEGON Asset Management (UK) Edinburgh, United Kingdom	$32.7M	+$90.7K	1	0.95%	Increased
113	CCM Chautauqua Capital Management Boulder, Colorado	$32.7M	-$1.5M	1	10.32%	Reduced
114	Thompson Siegel & Walmsley Richmond, Virginia	$32.5M	-$6.75M	3	0.59%	Reduced
115	VanEck Associates New York	$31.9M	+$5.13M	1	0.25%	Increased
116	TI Trigran Investments Northbrook, Illinois	$31.6M	+$10.5M	1	9.19%	Increased
117	Brandywine Global Investment Management Philadelphia, Pennsylvania	$31M	+$25.8M	2	0.2%	Increased
118	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$30.1M	-$2.13M	1	0.35%	Reduced
119	Putnam Investments Boston, Massachusetts	$29.1M	+$24.3M	1	0.07%	Increased
120	Neuberger Berman Group New York	$28.5M	+$359K	2	0.04%	Increased
121	BAMCO Inc New York	$28.4M	$0	1	0.13%	Maintained
122	RG Renaissance Group Covington, Kentucky	$28.4M	+$46.4K	3	1.12%	Increased
123	Bank of Montreal Toronto, Ontario, Canada	$28.1M	-$5.17M	5	0.03%	Reduced
124	Geode Capital Management Boston, Massachusetts	$27.4M	+$1.19M	8	0.02%	Increased
125	BNP Paribas Asset Management Paris, France	$27.4M	-$2.91M	1	0.23%	Reduced