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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	Mirova US Boston, Massachusetts	$201M	+$22.5M	1	5.4%	Increased
102	OAM Origin Asset Management London, United Kingdom	$201M	-$1.51M	2	22.51%	Reduced
103	Impax Asset Management Group London, United Kingdom	$198M	+$32.4M	2	0.87%	Increased
104	TPI Tesco Pension Investment London, United Kingdom	$186M	-$8.1M	1	3.3%	Reduced
105	UBS AM Chicago, Illinois	$185M	-$42.5M	5	0.08%	Reduced
106	LSV Asset Management Chicago, Illinois	$185M	+$19.2M	5	0.31%	Increased
107	Axa Paris, France	$177M	+$7.76M	5	0.5%	Increased
108	Loomis, Sayles & Company Boston, Massachusetts	$175M	-$114K	1	0.21%	Reduced
109	Whale Rock Capital Management Boston, Massachusetts	$166M	+$15M	1	1.08%	Increased
110	MICM Matthews International Capital Management San Francisco, California	$162M	+$2.68M	1	6.76%	Increased
111	Thornburg Investment Management Santa Fe, New Mexico	$161M	+$9.94M	1	1.86%	Increased
112	Capital International Inc Los Angeles, California	$160M	-$16.7M	1	1.43%	Reduced
113	Putnam Investments Boston, Massachusetts	$157M	-$7.78M	2	0.24%	Reduced
114	Bank of Montreal Toronto, Ontario, Canada	$151M	+$64.5M	6	0.08%	Increased
115	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$150M	+$2.62M	2	1.58%	Increased
116	Swedbank Stockholm, Sweden	$145M	+$2.02M	1	0.27%	Increased
117	Natixis Advisors Boston, Massachusetts	$143M	-$8.96M	3	0.67%	Reduced
118	LPU Lansdowne Partners (UK) London, United Kingdom	$140M	-$62.2M	1	5.59%	Reduced
119	Rafferty Asset Management New York	$139M	+$20M	2	0.88%	Increased
120	Hosking Partners London, United Kingdom	$136M	-$4.45M	1	3.02%	Reduced
121	Hood River Capital Management Palm Beach Gardens, Florida	$135M	+$1.47M	2	4.02%	Increased
122	Norges Bank Oslo, Norway	$135M	-$26.7M	4	0.03%	Reduced
123	Marsico Capital Management Denver, Colorado	$134M	+$3.63M	1	3.33%	Increased
124	Bessemer Group Woodbridge, New Jersey	$132M	+$5.84M	1	0.29%	Increased
125	RAM RWC Asset Management London, United Kingdom	$129M	-$5.33M	1	3.7%	Reduced