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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
126	Aperio Group Sausalito, California	$20.6M	+$3.53M	3	0.4%	Increased
127	MTB Mizuho Trust & Banking Tokyo, Japan	$19.7M	$0	2	0.08%	Maintained
128	OCG Opus Capital Group Cincinnati, Ohio	$19M	+$106K	1	1.08%	Increased
129	TWI Thomas White International Chicago, Illinois	$18.6M	+$9.44M	2	2.7%	Increased
130	Dorsal Capital Management Redwood City, California	$18.1M	-$1.1M	1	3.42%	Reduced
131	Loomis, Sayles & Company Boston, Massachusetts	$18.1M	-$260K	1	0.06%	Reduced
132	Placemark Investments Chicago, Illinois	$18M	+$1.11M	2	0.34%	Increased
133	Driehaus Capital Management Chicago, Illinois	$17.8M	-$12.3M	1	0.69%	Reduced
134	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$17.8M	+$17.9M	1	0.23%	New
135	Nordea Investment Management Stockholm, Sweden	$17M	+$2.15M	2	0.1%	Increased
136	TI Trigran Investments Northbrook, Illinois	$16.9M	+$533K	1	8%	Increased
137	Prudential Financial Newark, New Jersey	$16.8M	-$5.48M	6	0.04%	Reduced
138	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$16.5M	-$4.84M	3	0.09%	Reduced
139	Geode Capital Management Boston, Massachusetts	$15.4M	+$718K	6	0.01%	Increased
140	QS Batterymarch Financial Management New York	$15.1M	-$4.52M	2	0.33%	Reduced
141	OAM Oxford Asset Management Oxford, United Kingdom	$15.1M	-$34.3K	3	0.34%	Reduced
142	PP PDT Partners New York	$14.9M	+$10M	2	0.4%	Increased
143	ACI AMP Capital Investors Sydney, Australia	$14.8M	-$2.03M	2	0.11%	Reduced
144	Cambiar Investors Denver, Colorado	$14.8M	+$14.9M	1	0.24%	New
145	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$14.2M	$0	1	0.41%	Maintained
146	Royal Bank of Canada Toronto, Ontario, Canada	$14M	+$1.16M	4	0.01%	Increased
147	HCM Hodges Capital Management Dallas, Texas	$13.9M	+$3.42M	2	1.2%	Increased
148	Public Employees Retirement Association of Colorado Denver, Colorado	$13.8M	-$323K	5	0.13%	Reduced
149	HP Holowesko Partners Nassau, Bahamas	$13.7M	+$13.3M	1	1.41%	Increased
150	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$13.6M	+$136K	2	0.1%	Increased