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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	Amundi Asset Management US Boston, Massachusetts	$49.8M	+$26.2M	2	0.07%	Increased
127	Handelsbanken Fonder Stockholm, Sweden	$49.7M	$0	1	1.01%	Maintained
128	Two Sigma Advisers New York	$49.1M	-$35.4M	6	0.12%	Reduced
129	Axa Paris, France	$48.5M	-$895K	3	0.19%	Reduced
130	Charles Schwab San Francisco, California	$46.7M	+$2.82M	4	0.03%	Increased
131	Millennium Management New York	$46.3M	+$13.3M	6	0.07%	Increased
132	ACI AMP Capital Investors Sydney, Australia	$45.2M	-$2.57M	3	0.25%	Reduced
133	RNC Capital Management Los Angeles, California	$45M	-$1.19M	1	3.2%	Reduced
134	DVF Discovery Value Fund Singapore	$44.7M	+$41M	1	4.87%	New
135	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$44.5M	-$337K	1	20.17%	Reduced
136	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$44.4M	+$3.48M	3	0.11%	Increased
137	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$44.2M	+$177K	1	2.68%	Increased
138	TC Tairen Capital Hong Kong	$43.3M	+$39.8M	1	6.38%	New
139	Pendal Group Sydney, Australia	$42.1M	+$6.72M	1	0.55%	Increased
140	Public Employees Retirement Association of Colorado Denver, Colorado	$41.5M	$0	5	0.25%	Maintained
141	Carmignac Gestion Paris, France	$41.3M	-$20.8M	1	0.52%	Reduced
142	AEGON Asset Management (UK) Edinburgh, United Kingdom	$41.1M	+$359K	1	1.08%	Increased
143	CI Investments Inc Toronto, Ontario, Canada	$41.1M	-$7.17M	2	0.21%	Reduced
144	MBA Maple-Brown Abbott Barangaroo, Australia	$41M	-$3.91M	1	3.24%	Reduced
145	Advisors Capital Management Ridgewood, New Jersey	$40.9M	+$1.65M	1	2.22%	Increased
146	Twin Tree Management Dallas, Texas	$38.5M	+$25.9M	1	0.15%	Increased
147	Westwood Holdings Group Dallas, Texas	$38.2M	+$594K	1	0.42%	Increased
148	Whale Rock Capital Management Boston, Massachusetts	$37.6M	-$32.7K	1	0.69%	Reduced
149	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$37.3M	-$6.26M	3	0.26%	Reduced
150	Första AP-fonden Stockholm, Sweden	$35.2M	$0	1	1.47%	Maintained