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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	EARNEST Partners Atlanta, Georgia	$74.5M	-$621K	2	0.67%	Reduced
102	Two Sigma Investments New York	$72M	-$9.09M	6	0.24%	Reduced
103	Barclays London, United Kingdom	$70.4M	+$2.66M	6	0.04%	Increased
104	Raymond James & Associates St Petersburg, Florida	$70.4M	+$2.51M	5	0.1%	Increased
105	Nikko Asset Management Americas New York	$69.7M	-$3.28M	1	1.24%	Reduced
106	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$69.7M	-$3.28M	1	0.06%	Reduced
107	Marshall Wace North America New York	$68.6M	+$39.7M	2	0.39%	Increased
108	TD Asset Management Toronto, Ontario, Canada	$66.8M	-$4.08M	2	0.1%	Reduced
109	CFM Coronation Fund Managers Cape Town, South Africa	$66.8M	-$8.66M	1	2.5%	Reduced
110	CAM ClariVest Asset Management San Diego, California	$66.3M	-$1.19M	2	1.49%	Reduced
111	ClearBridge Investments New York	$64.6M	+$10.3M	2	0.06%	Increased
112	BNP Paribas Asset Management Paris, France	$63.6M	-$6.07M	1	0.49%	Reduced
113	Geode Capital Management Boston, Massachusetts	$62.3M	-$497K	7	0.01%	Reduced
114	Norges Bank Oslo, Norway	$61.6M	-$4.04M	3	0.02%	Reduced
115	Candriam SCA Strassen, Luxembourg, Luxembourg	$59.6M	+$11.3M	2	0.79%	Increased
116	RAM RWC Asset Management London, United Kingdom	$59.3M	+$9.72M	1	2.52%	Increased
117	Miller Howard Investments Kingston, New York	$59.1M	-$4.64M	1	1.84%	Reduced
118	Natixis Advisors Boston, Massachusetts	$58.6M	+$755K	2	0.47%	Increased
119	SCCM Schafer Cullen Capital Management New York	$58.4M	-$3.58M	2	0.7%	Reduced
120	First Trust Advisors Wheaton, Illinois	$57.7M	-$18M	4	0.11%	Reduced
121	DnB Asset Management Oslo, Norway	$57M	+$6.67M	1	0.64%	Increased
122	Barings Charlotte, North Carolina	$52.5M	-$4.68M	1	1.17%	Reduced
123	Mawer Investment Management Calgary, Alberta, Canada	$52M	+$4.2M	1	0.48%	Increased
124	Bank of Montreal Toronto, Ontario, Canada	$50.2M	+$10.7M	6	0.04%	Increased
125	Citigroup New York	$49.8M	-$11M	7	0.04%	Reduced