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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	Hosking Partners London, United Kingdom	$72.1M	+$5.05M	1	1.65%	Increased
102	Cornerstone Investment Partners Atlanta, Georgia	$71.7M	+$1.16M	1	3.12%	Increased
103	Miller Howard Investments Kingston, New York	$70.7M	-$5.72M	1	1.54%	Reduced
104	AllianceBernstein Nashville, Tennessee	$70.3M	-$11M	5	0.05%	Reduced
105	Pendal Group Sydney, Australia	$69.8M	-$32.6M	1	0.9%	Reduced
106	DekaBank Deutsche Girozentrale Frankfurt, Germany	$65.4M	$0	1	0.51%	Maintained
107	Envestnet Asset Management Chicago, Illinois	$65.4M	+$6.42M	5	0.15%	Increased
108	Raymond James & Associates St Petersburg, Florida	$65.1M	-$620K	5	0.12%	Reduced
109	Two Sigma Advisers New York	$64.7M	+$1.13M	7	0.17%	Increased
110	American Century Companies Kansas City, Missouri	$63.4M	-$5.92M	4	0.06%	Reduced
111	OAM Origin Asset Management London, United Kingdom	$63.1M	-$3.24M	2	3.61%	Reduced
112	Intermede Investment Partners London, United Kingdom	$60.4M	+$2.88M	1	5.13%	Increased
113	CAM ClariVest Asset Management San Diego, California	$59.5M	+$17.4M	2	1.02%	Increased
114	T. Rowe Price Associates Baltimore, Maryland	$58.4M	+$817K	5	0.01%	Increased
115	Millennium Management New York	$58.1M	+$12.1M	6	0.08%	Increased
116	Credit Suisse Zurich, Switzerland	$57.8M	-$38.1M	5	0.05%	Reduced
117	TPI Tesco Pension Investment London, United Kingdom	$57.7M	$0	1	1.53%	Maintained
118	Orbis Allan Gray Hamilton, Bermuda	$53.5M	+$10.6M	1	0.31%	Increased
119	AL AJO LP Philadelphia, Pennsylvania	$52.3M	-$6.27M	2	0.23%	Reduced
120	First Trust Advisors Wheaton, Illinois	$50M	+$3.22M	5	0.12%	Increased
121	Natixis Advisors Boston, Massachusetts	$49.8M	+$5.51M	2	0.51%	Increased
122	Geode Capital Management Boston, Massachusetts	$49.1M	-$3.33M	7	0.02%	Reduced
123	Pictet Asset Management (UK) London, United Kingdom	$49.1M	-$6.17M	1	0.13%	Reduced
124	AEGON Asset Management (UK) Edinburgh, United Kingdom	$49M	-$3.88M	1	1.24%	Reduced
125	Bank of Montreal Toronto, Ontario, Canada	$48.5M	-$61.1M	6	0.04%	Reduced