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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	First Trust Advisors Wheaton, Illinois	$44M	+$4.92M	6	0.09%	Increased
127	American Century Companies Kansas City, Missouri	$43.5M	-$17.7M	4	0.04%	Reduced
128	Rubric Capital Management (New York) New York	$42.9M	+$23M	1	4.21%	Increased
129	Marshall Wace North America New York	$42.3M	+$22.4M	1	0.24%	Increased
130	Millennium Management New York	$42.2M	-$20.4M	6	0.06%	Reduced
131	Pendal Group Sydney, Australia	$41.9M	-$13.7M	1	0.54%	Reduced
132	Acadian Asset Management Boston, Massachusetts	$41.2M	-$66.8M	4	0.18%	Reduced
133	ACI AMP Capital Investors Sydney, Australia	$39.8M	+$1.38M	1	0.22%	Increased
134	Citigroup New York	$39.6M	-$2.04M	7	0.04%	Reduced
135	MSL Mackay Shields LLC New York	$39.3M	+$6.84M	2	0.27%	Increased
136	Handelsbanken Fonder Stockholm, Sweden	$39.1M	$0	1	0.77%	Maintained
137	Equity Investment Corp Atlanta, Georgia	$39M	-$829K	1	1.27%	Reduced
138	CI Investments Inc Toronto, Ontario, Canada	$38.6M	-$49.3M	1	0.3%	Reduced
139	RNC Capital Management Los Angeles, California	$36.7M	+$774K	1	2.59%	Increased
140	AL AJO LP Philadelphia, Pennsylvania	$35.6M	-$9.71M	1	0.16%	Reduced
141	Prudential Financial Newark, New Jersey	$34.6M	+$4.94M	5	0.05%	Increased
142	RG Renaissance Group Covington, Kentucky	$34.5M	+$4.42M	3	1.22%	Increased
143	AR Advisory Research Chicago, Illinois	$34.5M	-$1.74M	1	0.55%	Reduced
144	ARK Investment Management St. Petersburg, Florida	$33.9M	+$27.4M	2	1.24%	Increased
145	Public Employees Retirement Association of Colorado Denver, Colorado	$32.9M	$0	5	0.21%	Maintained
146	TGA Trilogy Global Advisors Winter Park, Florida	$32.5M	-$2.98M	1	3.21%	Reduced
147	OAM Origin Asset Management London, United Kingdom	$31.7M	-$26.1M	2	2.25%	Reduced
148	Envestnet Asset Management Chicago, Illinois	$31.2M	+$20.8M	5	0.07%	Increased
149	RAM RWC Asset Management London, United Kingdom	$30.7M	+$3.08M	1	1.53%	Increased
150	Baird Financial Group Milwaukee, Wisconsin	$27.9M	+$2.84M	1	0.19%	Increased