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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	D.E. Shaw & Co New York	$128M	+$35.6M	4	0.12%	Increased
127	Assenagon Asset Management Senningerberg, Luxembourg	$128M	-$118M	3	0.41%	Reduced
128	Munro Partners Melbourne, Australia	$120M	+$24M	1	4.12%	Increased
129	Stifel Financial St. Louis, Missouri	$119M	+$32.5M	6	0.18%	Increased
130	AEGON Asset Management (UK) Edinburgh, United Kingdom	$117M	-$1.57M	1	1.67%	Reduced
131	Hosking Partners London, United Kingdom	$114M	-$13.3M	1	2.82%	Reduced
132	RAM RWC Asset Management London, United Kingdom	$110M	-$10.7M	1	3.35%	Reduced
133	Charles Schwab San Francisco, California	$110M	-$629K	5	0.04%	Reduced
134	Paradigm Capital Management Inc Albany, New York	$108M	+$56.3K	3	5.55%	Increased
135	Eaton Vance Management Boston, Massachusetts	$105M	-$4.14M	5	0.15%	Reduced
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$104M	-$343K	5	0.09%	Reduced
137	MIM Meridiem Investment Management London, United Kingdom	$104M	+$1.94M	1	3.53%	Increased
138	Public Employees Retirement Association of Colorado Denver, Colorado	$102M	$0	5	0.45%	Maintained
139	Candriam SCA Strassen, Luxembourg, Luxembourg	$98.3M	+$6.64M	2	0.67%	Increased
140	HSBC Holdings London, United Kingdom	$97.3M	+$333K	6	0.1%	Increased
141	PNC Financial Services Group Pittsburgh, Pennsylvania	$97.1M	+$6.59M	6	0.09%	Increased
142	Clark Capital Management Group Philadelphia, Pennsylvania	$95.9M	+$34.4M	3	1.31%	Increased
143	Westwood Holdings Group Dallas, Texas	$94.4M	-$10.1M	2	1.03%	Reduced
144	C WorldWide Group Copenhagen, Denmark	$93.4M	+$3.22M	1	0.96%	Increased
145	TIAM TT International Asset Management London, United Kingdom	$92.8M	+$98.2M	2	5.17%	New
146	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$92.4M	$0	1	6.58%	Maintained
147	MIS Morningstar Investment Services Chicago, Illinois	$91.1M	-$1.38M	1	1.08%	Reduced
148	Robeco Schweiz Zurich, Switzerland	$91M	+$19.7M	2	1.06%	Increased
149	Handelsbanken Fonder Stockholm, Sweden	$90.9M	+$23.8M	5	0.48%	Increased
150	DZ Bank Frankfurt Am Main, Germany	$90.3M	+$4.71M	1	0.14%	Increased