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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	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$29.2M	+$6.19M	1	7.27%	Increased
127	CC Clearline Capital New York	$29.2M	-$12.2M	1	7.34%	Reduced
128	Geode Capital Management Boston, Massachusetts	$28.9M	+$961K	8	0.02%	Increased
129	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$28.9M	+$154K	1	5.47%	Increased
130	RG Renaissance Group Covington, Kentucky	$28.3M	-$2.47M	3	1.14%	Reduced
131	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$28.3M	-$5.66M	1	0.37%	Reduced
132	Hosking Partners London, United Kingdom	$27.5M	+$1.78M	1	1.26%	Increased
133	VanEck Associates New York	$25.6M	-$9.94M	1	0.17%	Reduced
134	US Bancorp Minneapolis, Minnesota	$25M	-$729K	6	0.1%	Reduced
135	American Century Companies Kansas City, Missouri	$24.8M	+$6.88M	3	0.03%	Increased
136	I.G. Investment Management Winnipeg, Manitoba, Canada	$24.4M	+$1.44M	1	0.1%	Increased
137	SRFM Shannon River Fund Management New York	$24.1M	-$2.88M	1	6.14%	Reduced
138	Soros Fund Management New York	$23.9M	$0	1	0.53%	Maintained
139	Marshall Wace London, United Kingdom	$23.7M	+$3M	3	0.23%	Increased
140	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$23.7M	-$2.86M	1	2.7%	Reduced
141	First Eagle Investment Management New York	$22.8M	+$4.99M	2	0.06%	Increased
142	Ninety One (UK) London, United Kingdom	$22.6M	-$1.97M	1	0.12%	Reduced
143	Employees Retirement System of Texas Austin, Texas	$22.3M	$0	1	0.31%	Maintained
144	MTB Mizuho Trust & Banking Tokyo, Japan	$22.1M	-$1.49M	2	0.07%	Reduced
145	Natixis Advisors Boston, Massachusetts	$22.1M	+$2.68M	1	0.33%	Increased
146	Todd Asset Management Louisville, Kentucky	$22M	+$3.15M	1	0.66%	Increased
147	Millennium Management New York	$22M	-$25.2M	7	0.05%	Reduced
148	Freestone Capital Holdings Seattle, Washington	$21.8M	+$14.3M	2	2.29%	Increased
149	Susquehanna International Group Bala Cynwyd, Pennsylvania	$21.4M	+$4.93M	6	0.01%	Increased
150	DAC Dymon Asia Capital Singapore	$21.2M	+$2.29M	1	15.89%	Increased