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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	Soros Fund Management New York	$27.2M	-$923K	1	0.45%	Reduced
127	Segall Bryant & Hamill Chicago, Illinois	$26.9M	+$4.21M	1	0.65%	Increased
128	ACI AMP Capital Investors Sydney, Australia	$26.6M	+$283K	2	0.18%	Increased
129	Glenmede Trust Philadelphia, Pennsylvania	$26.6M	+$2.71M	4	0.18%	Increased
130	SRFM Shannon River Fund Management New York	$26.3M	-$2.48M	1	5.11%	Reduced
131	CAM Capstone Asset Management Houston, Texas	$26.3M	-$373K	4	0.76%	Reduced
132	CAM ClariVest Asset Management San Diego, California	$26.3M	+$12.4M	4	0.74%	Increased
133	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$24.9M	+$17.3K	1	4.94%	Increased
134	Sands Capital Management Arlington, Virginia	$24.4M	+$20.6M	1	0.06%	Increased
135	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$23.4M	-$1.4M	1	2.69%	Reduced
136	APCM Arbiter Partners Capital Management New York	$22.9M	-$1.72M	1	2.94%	Reduced
137	US Bancorp Minneapolis, Minnesota	$22.6M	+$344K	6	0.09%	Increased
138	Hosking Partners London, United Kingdom	$22.2M	+$286K	1	1.03%	Increased
139	Ninety One (UK) London, United Kingdom	$21.5M	-$918K	1	0.12%	Reduced
140	First Trust Advisors Wheaton, Illinois	$21.4M	-$1.05M	4	0.06%	Reduced
141	TIAA CREF Investment Management New York	$21.1M	+$5.88M	6	0.02%	Increased
142	Two Sigma Advisers New York	$21M	+$1.97M	6	0.13%	Increased
143	MTB Mizuho Trust & Banking Tokyo, Japan	$20.8M	-$899K	2	0.07%	Reduced
144	HP Holowesko Partners Nassau, Bahamas	$20.5M	$0	1	1.34%	Maintained
145	OAM Oxford Asset Management Oxford, United Kingdom	$20.3M	-$6.07M	4	0.48%	Reduced
146	Marshall Wace London, United Kingdom	$20M	+$5.91M	1	0.19%	Increased
147	GC GW Capital Bellevue, Washington	$19.9M	-$2.96M	1	1.38%	Reduced
148	I.G. Investment Management Winnipeg, Manitoba, Canada	$19.8M	+$1.67M	1	0.08%	Increased
149	DAC Dymon Asia Capital Singapore	$19.4M	+$18.1M	1	18.37%	New
150	Employees Retirement System of Texas Austin, Texas	$19.4M	$0	1	0.27%	Maintained