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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	UBS AM Chicago, Illinois	$184M	+$11.4M	5	0.08%	Increased
102	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$176M	+$27.5M	2	1.85%	Increased
103	Neuberger Berman Group New York	$172M	-$63.7M	3	0.15%	Reduced
104	Mawer Investment Management Calgary, Alberta, Canada	$169M	-$30.5M	1	0.81%	Reduced
105	Axa Paris, France	$169M	+$4.21M	5	0.47%	Increased
106	Thornburg Investment Management Santa Fe, New Mexico	$163M	+$13.5M	1	2%	Increased
107	Loomis, Sayles & Company Boston, Massachusetts	$159M	-$3.17M	1	0.2%	Reduced
108	WAM WT Asset Management Hong Kong	$158M	+$166M	1	15.57%	New
109	Whale Rock Capital Management Boston, Massachusetts	$156M	+$1.71M	1	1.02%	Increased
110	First Trust Advisors Wheaton, Illinois	$154M	+$60.8M	6	0.17%	Increased
111	LPU Lansdowne Partners (UK) London, United Kingdom	$153M	+$23.9M	1	7.21%	Increased
112	Bank of Montreal Toronto, Ontario, Canada	$150M	+$6.07M	6	0.07%	Increased
113	MICM Matthews International Capital Management San Francisco, California	$150M	-$881K	1	9.1%	Reduced
114	Hood River Capital Management Palm Beach Gardens, Florida	$149M	+$18M	3	4.61%	Increased
115	ESCM Echo Street Capital Management New York	$148M	+$43.9M	1	1.04%	Increased
116	Capital International Inc Los Angeles, California	$148M	-$1.09M	1	1.43%	Reduced
117	Fuller & Thaler Asset Management San Mateo, California	$138M	+$14.2M	2	0.89%	Increased
118	OAM Origin Asset Management London, United Kingdom	$137M	-$52.4M	2	32.88%	Reduced
119	Fred Alger Management New York	$137M	-$75.7M	1	0.33%	Reduced
120	Bessemer Group Woodbridge, New Jersey	$137M	+$15.2M	1	0.29%	Increased
121	Natixis Advisors Boston, Massachusetts	$136M	+$2.18M	3	0.56%	Increased
122	Swedbank Stockholm, Sweden	$135M	$0	1	0.25%	Maintained
123	Acadian Asset Management Boston, Massachusetts	$132M	+$7.99M	6	0.5%	Increased
124	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$131M	+$19.5M	4	0.32%	Increased
125	Norges Bank Oslo, Norway	$130M	+$2.29M	5	0.03%	Increased