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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	AEGON Asset Management (UK) Edinburgh, United Kingdom	$128M	-$11.5M	1	1.81%	Reduced
127	Acadian Asset Management Boston, Massachusetts	$125M	-$9.56M	7	0.47%	Reduced
128	KCMH Keywise Capital Management (HK) Hong Kong	$120M	+$39.4M	1	29.36%	Increased
129	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$119M	+$55M	4	0.26%	Increased
130	Eaton Vance Management Boston, Massachusetts	$119M	-$3.24M	6	0.16%	Reduced
131	Fuller & Thaler Asset Management San Mateo, California	$119M	-$103K	1	0.77%	Reduced
132	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$116M	-$3.43M	2	0.37%	Reduced
133	BNP Paribas Financial Markets Paris, France	$115M	+$20.2M	4	0.15%	Increased
134	ESCM Echo Street Capital Management New York	$115M	+$112M	1	0.88%	New
135	Charles Schwab San Francisco, California	$114M	+$7.1M	5	0.04%	Increased
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$114M	-$15.6M	5	0.09%	Reduced
137	Wasatch Advisors Salt Lake City, Utah	$112M	+$66.3M	3	0.45%	Increased
138	MIM Meridiem Investment Management London, United Kingdom	$110M	-$48.9M	1	4%	Reduced
139	Public Employees Retirement Association of Colorado Denver, Colorado	$110M	-$4.64M	5	0.48%	Reduced
140	Paradigm Capital Management Inc Albany, New York	$110M	+$507K	3	5.26%	Increased
141	HSBC Holdings London, United Kingdom	$107M	+$16.1M	5	0.11%	Increased
142	1832 Asset Management Toronto, Ontario, Canada	$107M	+$8.29M	1	0.21%	Increased
143	Munro Partners Melbourne, Australia	$105M	-$20.1M	1	3.61%	Reduced
144	First Trust Advisors Wheaton, Illinois	$102M	+$770K	6	0.11%	Increased
145	D.E. Shaw & Co New York	$101M	-$28.8M	4	0.09%	Reduced
146	Westwood Holdings Group Dallas, Texas	$101M	+$2.04M	2	1.02%	Increased
147	DnB Asset Management Oslo, Norway	$100M	-$13.9M	1	0.66%	Reduced
148	MIS Morningstar Investment Services Chicago, Illinois	$99.5M	-$392K	1	1.19%	Reduced
149	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$99.5M	+$46.9M	1	6.75%	Increased
150	Amundi Paris, France	$99.3M	+$95.6M	5	0.07%	New