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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	Segall Bryant & Hamill Chicago, Illinois	$24.9M	+$8.94M	1	0.61%	Increased
127	BlackRock Investment Management Wilmington, Delaware	$24.7M	+$15M	5	0.03%	Increased
128	Geode Capital Management Boston, Massachusetts	$24.5M	+$1.04M	6	0.01%	Increased
129	CAM Capstone Asset Management Houston, Texas	$24.4M	+$5.4M	4	0.76%	Increased
130	VanEck Associates New York	$24.3M	-$36.1M	1	0.19%	Reduced
131	TI Trigran Investments Northbrook, Illinois	$23.8M	+$9.85M	1	7.44%	Increased
132	Soros Fund Management New York	$23.4M	+$896K	1	0.35%	Increased
133	ACI AMP Capital Investors Sydney, Australia	$22.9M	+$2.44M	1	0.17%	Increased
134	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$22.7M	-$270K	1	4.61%	Reduced
135	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$22.6M	+$22.9M	1	2.76%	New
136	Citigroup New York	$22.5M	+$4.2M	8	0.02%	Increased
137	OAM Oxford Asset Management Oxford, United Kingdom	$22.2M	+$14.8M	4	0.7%	Increased
138	Teachers Advisors New York	$22M	+$328K	4	0.04%	Increased
139	US Bancorp Minneapolis, Minnesota	$20.6M	+$436K	7	0.09%	Increased
140	Ninety One (UK) London, United Kingdom	$20.5M	-$57.1M	1	0.13%	Reduced
141	First Trust Advisors Wheaton, Illinois	$20.3M	+$7.68M	4	0.06%	Increased
142	Hosking Partners London, United Kingdom	$20M	+$20.2M	1	0.97%	New
143	MTB Mizuho Trust & Banking Tokyo, Japan	$19.7M	-$8.49M	2	0.07%	Reduced
144	NMC Nine Masts Capital Central, Hong Kong	$18.7M	-$25.5M	2	4.8%	Reduced
145	HP Holowesko Partners Nassau, Bahamas	$18.7M	$0	1	1.3%	Maintained
146	American Century Companies Kansas City, Missouri	$18.4M	-$47M	3	0.02%	Reduced
147	SCCM Schafer Cullen Capital Management New York	$18.3M	-$1.08M	2	0.21%	Reduced
148	APCM Arbiter Partners Capital Management New York	$18.2M	+$4.21M	1	1.78%	Increased
149	GC GW Capital Bellevue, Washington	$18.1M	-$1.36M	1	1.18%	Reduced
150	Two Sigma Advisers New York	$18.1M	+$995K	6	0.11%	Increased