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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	CFM Coronation Fund Managers Cape Town, South Africa	$64.3M	-$18.8M	1	2.35%	Reduced
102	OAM Origin Asset Management London, United Kingdom	$63.7M	+$29.2M	1	7.08%	Increased
103	Nikko Asset Management Americas New York	$61.7M	-$384K	1	1.21%	Reduced
104	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$61.7M	-$384K	1	0.06%	Reduced
105	Norges Bank Oslo, Norway	$61.7M	-$2.97M	3	0.02%	Reduced
106	TD Asset Management Toronto, Ontario, Canada	$61.3M	-$3.77M	2	0.09%	Reduced
107	BNP Paribas Asset Management Paris, France	$59.2M	-$5.82M	1	0.48%	Reduced
108	SCCM Schafer Cullen Capital Management New York	$58.6M	-$663K	2	0.69%	Reduced
109	Geode Capital Management Boston, Massachusetts	$58.4M	+$7.01M	7	0.01%	Increased
110	CAM ClariVest Asset Management San Diego, California	$58.4M	-$7.81M	3	1.32%	Reduced
111	Raymond James & Associates St Petersburg, Florida	$58.1M	+$380K	5	0.08%	Increased
112	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$57.6M	-$38.2M	2	1.61%	Reduced
113	Barclays London, United Kingdom	$57.4M	+$7.28M	7	0.04%	Increased
114	LMR Partners London, United Kingdom	$56.4M	-$129M	2	2.05%	Reduced
115	NMC Nine Masts Capital Central, Hong Kong	$54.3M	+$11.5M	2	7.78%	Increased
116	USAA United Services Automobile Association San Antonio, Texas	$54.2M	-$4.41M	5	0.13%	Reduced
117	Miller Howard Investments Kingston, New York	$54.1M	-$4.03M	1	1.59%	Reduced
118	Carmignac Gestion Paris, France	$53.9M	-$28M	1	0.67%	Reduced
119	Citigroup New York	$52.6M	+$14.3M	7	0.04%	Increased
120	Natixis Advisors Boston, Massachusetts	$49.4M	-$1.46M	2	0.4%	Reduced
121	Barings Charlotte, North Carolina	$48.5M	-$2.95M	1	1.05%	Reduced
122	Eaton Vance Management Boston, Massachusetts	$46.1M	+$8.68M	2	0.1%	Increased
123	Jane Street New York	$45.9M	+$45.4M	6	0.08%	Increased
124	ClearBridge Investments New York	$45M	+$19.9M	1	0.04%	Increased
125	Axa Paris, France	$42.3M	+$3.3M	4	0.17%	Increased