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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	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$59.4M	+$8.77M	1	6.22%	Increased
102	D.E. Shaw & Co New York	$58.5M	-$24.6M	7	0.1%	Reduced
103	Capital International Los Angeles, California	$57M	$0	1	4.03%	Maintained
104	Första AP-fonden Stockholm, Sweden	$55.9M	-$10.7M	1	1.56%	Reduced
105	BAMCO Inc New York	$55.1M	+$372K	1	0.29%	Increased
106	BlackRock Advisors Wilmington, Delaware	$54.8M	-$10.1M	5	0.06%	Reduced
107	CFM Coronation Fund Managers Cape Town, South Africa	$54.1M	+$1.01M	1	1.98%	Increased
108	BAM Baring Asset Management London, United Kingdom	$52.6M	-$2.28M	1	3.78%	Reduced
109	Norges Bank Oslo, Norway	$52.2M	-$15.2M	3	0.02%	Reduced
110	C WorldWide Group Copenhagen, Denmark	$51.3M	+$38.6M	1	0.9%	Increased
111	Prudential Financial Newark, New Jersey	$50.9M	-$4.21M	5	0.08%	Reduced
112	BNP Paribas Asset Management Paris, France	$50.5M	+$1.24M	1	0.43%	Increased
113	Waddell & Reed Financial Overland Park, Kansas	$50.5M	-$478K	1	0.1%	Reduced
114	TI Trigran Investments Northbrook, Illinois	$49.2M	+$165K	1	12.87%	Increased
115	Sands Capital Management Arlington, Virginia	$47.9M	+$1.73M	1	0.14%	Increased
116	Neuberger Berman Group New York	$46.9M	+$937K	1	0.06%	Increased
117	Bank of Montreal Toronto, Ontario, Canada	$46.8M	+$4.88M	6	0.05%	Increased
118	Glenmede Trust Philadelphia, Pennsylvania	$46.3M	-$389K	4	0.26%	Reduced
119	Pictet Asset Management (UK) London, United Kingdom	$45.9M	-$21.5M	1	0.17%	Reduced
120	Teachers Advisors New York	$45.2M	-$7.91M	4	0.08%	Reduced
121	Natixis Advisors Boston, Massachusetts	$44.2M	+$14.4M	2	0.57%	Increased
122	NMC Nine Masts Capital Central, Hong Kong	$44M	+$10.6M	2	8.83%	Increased
123	Envestnet Asset Management Chicago, Illinois	$43M	-$7.61M	4	0.17%	Reduced
124	Hosking Partners London, United Kingdom	$42.2M	+$4.78M	1	1.41%	Increased
125	NN Investment Partners Holdings The Hague, Netherlands	$41.6M	-$4.77M	1	0.39%	Reduced