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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	LPU Lansdowne Partners (UK) London, United Kingdom	$216M	+$25.4M	1	15.84%	Increased
102	Deutsche Bank Frankfurt Am Main Ge, Germany	$216M	+$16.9M	7	0.11%	Increased
103	Natixis Advisors Boston, Massachusetts	$214M	+$17.9M	4	0.56%	Increased
104	Canada Life Winnipeg, Manitoba, Canada	$209M	-$969M	4	0.46%	Reduced
105	Charles Schwab San Francisco, California	$203M	+$6.64M	5	0.05%	Increased
106	MIS Morningstar Investment Services Chicago, Illinois	$200M	+$89.4M	1	1.13%	Increased
107	Manning & Napier Group Fairport, New York	$196M	+$51.8M	1	2.33%	Increased
108	Legal & General Group London, United Kingdom	$191M	-$7M	6	0.06%	Reduced
109	Railway Pension Investments London, United Kingdom	$191M	$0	1	1.97%	Maintained
110	Paradigm Capital Management Inc Albany, New York	$188M	-$1.88M	2	9.78%	Reduced
111	Loomis, Sayles & Company Boston, Massachusetts	$186M	-$8.02M	2	0.29%	Reduced
112	Victory Capital Management San Antonio, Texas	$182M	+$5.83M	6	0.19%	Increased
113	First Trust Advisors Wheaton, Illinois	$176M	-$16.9M	5	0.19%	Reduced
114	Geneva Capital Management Milwaukee, Wisconsin	$175M	-$58.4K	1	3.31%	Reduced
115	Point72 Asset Management Stamford, Connecticut	$174M	+$22M	3	0.42%	Increased
116	Credit Suisse Zurich, Switzerland	$172M	+$29.6M	7	0.17%	Increased
117	LCP LGT Capital Partners Pfaeffikon, Switzerland	$171M	+$8.98M	1	5.12%	Increased
118	Ruffer LLP London, United Kingdom	$171M	+$38.3M	1	6.37%	Increased
119	Holocene Advisors New York	$167M	+$153M	2	0.65%	New
120	Hood River Capital Management Palm Beach Gardens, Florida	$163M	+$26.2M	3	4.48%	Increased
121	Fred Alger Management New York	$160M	-$4.49M	1	0.86%	Reduced
122	Capital Research Global Investors Los Angeles, California	$157M	+$132M	1	0.04%	Increased
123	BNP Paribas Financial Markets Paris, France	$154M	-$23.9M	5	0.17%	Reduced
124	Perpetual Ltd Sydney, New South Wales, Australia	$153M	-$1.22M	1	1.58%	Reduced
125	EARNEST Partners Atlanta, Georgia	$153M	-$28.1M	3	0.76%	Reduced