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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	$46.4M	-$18.7K	1	4.43%	Reduced
102	Prudential Financial Newark, New Jersey	$46.4M	-$5.56M	5	0.08%	Reduced
103	Teachers Advisors New York	$45.1M	+$4.64M	5	0.08%	Increased
104	Envestnet Asset Management Chicago, Illinois	$44.5M	-$2.89M	5	0.19%	Reduced
105	BAMCO Inc New York	$43.9M	+$9.94M	1	0.23%	Increased
106	BNP Paribas Asset Management Paris, France	$43.2M	+$10.4M	1	0.37%	Increased
107	Capital International Los Angeles, California	$42.8M	+$646K	1	2.76%	Increased
108	Waddell & Reed Financial Overland Park, Kansas	$41.2M	$0	1	0.08%	Maintained
109	NN Investment Partners Holdings The Hague, Netherlands	$39.6M	+$35.4M	1	0.38%	New
110	Bank of Montreal Toronto, Ontario, Canada	$38M	+$5.86M	5	0.04%	Increased
111	Prudential plc London, England, United Kingdom	$38M	-$418K	3	0.15%	Reduced
112	TI Trigran Investments Northbrook, Illinois	$37.6M	+$4.63M	1	11.47%	Increased
113	Neuberger Berman Group New York	$36.9M	+$3.7M	1	0.05%	Increased
114	RNC Capital Management Los Angeles, California	$36M	-$13.1M	1	3.55%	Reduced
115	SI Sensato Investors San Francisco, California	$36M	+$22.1M	4	6.4%	Increased
116	Sands Capital Management Arlington, Virginia	$35.7M	+$6.8M	1	0.11%	Increased
117	CAM ClariVest Asset Management San Diego, California	$33.1M	+$2.81M	3	1%	Increased
118	Glenmede Trust Philadelphia, Pennsylvania	$32.5M	+$4.66M	4	0.21%	Increased
119	BlackRock Investment Management Wilmington, Delaware	$32.1M	-$5.77M	5	0.04%	Reduced
120	Thompson Siegel & Walmsley Richmond, Virginia	$31.6M	+$1.37M	2	0.51%	Increased
121	CAM Coronation Asset Management Cape Town, South Africa	$31.3M	+$27.9M	1	1.3%	New
122	Baird Financial Group Milwaukee, Wisconsin	$30.6M	+$17M	1	0.29%	Increased
123	Segall Bryant & Hamill Chicago, Illinois	$30.5M	+$2.51M	2	0.75%	Increased
124	ACI AMP Capital Investors Sydney, Australia	$29.8M	-$830K	3	0.2%	Reduced
125	CAM Capstone Asset Management Houston, Texas	$29.5M	-$527K	4	0.85%	Reduced