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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	Teachers Advisors New York	$47.6M	+$2.93M	5	0.08%	Increased
102	VanEck Associates New York	$47.5M	+$20.9M	1	0.24%	Increased
103	Waddell & Reed Financial Overland Park, Kansas	$47.4M	-$5.61M	1	0.1%	Reduced
104	BAM Baring Asset Management London, United Kingdom	$47.2M	-$1.47M	1	3.84%	Reduced
105	BAMCO Inc New York	$46.9M	+$2.82M	1	0.25%	Increased
106	CI Investments Inc Toronto, Ontario, Canada	$46.7M	-$25.7M	1	0.53%	Reduced
107	MC Martin Currie Edinburgh, United Kingdom	$46.5M	$0	1	4.48%	Maintained
108	CFM Coronation Fund Managers Cape Town, South Africa	$45.4M	+$43.2M	1	1.98%	New
109	Envestnet Asset Management Chicago, Illinois	$43.9M	-$683K	5	0.18%	Reduced
110	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$42.9M	+$13M	1	7.54%	Increased
111	BNP Paribas Asset Management Paris, France	$42.2M	-$982K	1	0.36%	Reduced
112	Prudential Financial Newark, New Jersey	$41.3M	-$5.02M	5	0.07%	Reduced
113	NN Investment Partners Holdings The Hague, Netherlands	$40M	+$339K	1	0.38%	Increased
114	Sands Capital Management Arlington, Virginia	$39.5M	+$3.55M	1	0.12%	Increased
115	Neuberger Berman Group New York	$39.4M	+$2.3M	1	0.05%	Increased
116	TI Trigran Investments Northbrook, Illinois	$39M	+$1.9M	1	10.28%	Increased
117	Glenmede Trust Philadelphia, Pennsylvania	$37.3M	+$5.23M	4	0.23%	Increased
118	Prudential plc London, England, United Kingdom	$35.8M	-$1.86M	3	0.14%	Reduced
119	RNC Capital Management Los Angeles, California	$35.7M	-$326K	1	3.33%	Reduced
120	Bank of Montreal Toronto, Ontario, Canada	$34.4M	-$3.41M	6	0.04%	Reduced
121	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$32M	+$2.94M	1	6.31%	Increased
122	Hosking Partners London, United Kingdom	$31.8M	+$4M	1	1.32%	Increased
123	Segall Bryant & Hamill Chicago, Illinois	$31.6M	+$1.46M	2	0.83%	Increased
124	Geode Capital Management Boston, Massachusetts	$30.4M	+$578K	8	0.02%	Increased
125	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$30M	+$27M	1	15.81%	Increased