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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	Natixis Advisors Boston, Massachusetts	$85.5M	+$8.72M	3	0.57%	Increased
102	Cambiar Investors Denver, Colorado	$83.8M	+$77.8M	1	3.84%	New
103	Axa Paris, France	$83.7M	+$10.1M	4	0.33%	Increased
104	Macquarie Group Sydney, NSW 2000, Australia	$83.1M	-$20.2M	5	0.14%	Reduced
105	Hosking Partners London, United Kingdom	$80.4M	-$6.13M	1	2.47%	Reduced
106	LPU Lansdowne Partners (UK) London, United Kingdom	$79.1M	-$21.9M	1	3.31%	Reduced
107	LSV Asset Management Chicago, Illinois	$78.1M	+$12.3M	3	0.16%	Increased
108	RAM RWC Asset Management London, United Kingdom	$76.8M	-$1.12M	1	3.48%	Reduced
109	Thornburg Investment Management Santa Fe, New Mexico	$74.5M	+$13.4M	1	0.96%	Increased
110	MICM Matthews International Capital Management San Francisco, California	$72.3M	-$18.5M	1	5.62%	Reduced
111	Eaton Vance Management Boston, Massachusetts	$71.2M	+$7.42M	1	0.14%	Increased
112	Nordea Investment Management Stockholm, Sweden	$70.2M	+$47.6M	1	0.07%	Increased
113	Mawer Investment Management Calgary, Alberta, Canada	$69.6M	+$2.8M	1	0.51%	Increased
114	Jennison Associates New York	$69.5M	+$43.3M	2	0.06%	Increased
115	Two Sigma Investments New York	$68.7M	+$53.7M	5	0.34%	Increased
116	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$68.5M	-$30.2M	4	0.51%	Reduced
117	Marshall Wace London, United Kingdom	$67.1M	+$54.4M	4	0.47%	Increased
118	Norges Bank Oslo, Norway	$66.9M	+$10.1M	3	0.02%	Increased
119	C WorldWide Group Copenhagen, Denmark	$66.3M	+$16.7M	1	0.77%	Increased
120	Candriam SCA Strassen, Luxembourg, Luxembourg	$63.5M	-$17.7M	2	0.67%	Reduced
121	Handelsbanken Fonder Stockholm, Sweden	$63.3M	-$3.48M	3	0.53%	Reduced
122	DZ Bank Frankfurt Am Main, Germany	$62.7M	+$21M	1	0.17%	Increased
123	Fuller & Thaler Asset Management San Mateo, California	$62.7M	+$28.7M	1	0.82%	Increased
124	HA HHLR Advisors Grand Cayman, Cayman Islands	$62.5M	+$58M	1	0.57%	New
125	D.E. Shaw & Co New York	$61.4M	+$1.94M	7	0.07%	Increased