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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	Pendal Group Sydney, Australia	$143M	-$9.78M	1	1.18%	Reduced
127	Altshuler Shaham Tel Aviv, Israel	$143M	-$1.24B	1	1.24%	Reduced
128	Capital International Inc Los Angeles, California	$141M	+$5.55M	1	1.59%	Increased
129	D.E. Shaw & Co New York	$141M	+$59.7M	5	0.13%	Increased
130	ESCM Echo Street Capital Management New York	$140M	-$1.85M	1	1.01%	Reduced
131	RAM RWC Asset Management London, United Kingdom	$140M	+$41.1M	1	3.88%	Increased
132	Mawer Investment Management Calgary, Alberta, Canada	$138M	-$15.9M	1	0.66%	Reduced
133	Renaissance Technologies New York	$138M	-$72.5M	7	0.16%	Reduced
134	Loomis, Sayles & Company Boston, Massachusetts	$136M	-$11.1M	1	0.18%	Reduced
135	RAA RWC Asset Advisors Miami, Florida	$136M	+$152M	1	14.8%	New
136	Axa Paris, France	$134M	-$31.7M	5	0.38%	Reduced
137	Bessemer Group Woodbridge, New Jersey	$131M	-$10.7M	1	0.27%	Reduced
138	Legal & General Group London, United Kingdom	$130M	+$28M	6	0.04%	Increased
139	MIS Morningstar Investment Services Chicago, Illinois	$128M	+$22.4M	1	1.42%	Increased
140	Paradigm Capital Management Inc Albany, New York	$126M	+$1.07M	3	6.83%	Increased
141	Swedbank Stockholm, Sweden	$125M	-$477K	1	0.23%	Reduced
142	Fuller & Thaler Asset Management San Mateo, California	$124M	-$160K	2	0.73%	Reduced
143	Federated Hermes Pittsburgh, Pennsylvania	$123M	-$1.03B	5	0.28%	Reduced
144	Natixis Advisors Boston, Massachusetts	$121M	-$23.1M	4	0.46%	Reduced
145	DekaBank Deutsche Girozentrale Frankfurt, Germany	$117M	+$18.1M	3	0.29%	Increased
146	UBS AM Chicago, Illinois	$117M	-$63.2M	5	0.05%	Reduced
147	MIM Meridiem Investment Management London, United Kingdom	$116M	+$19.4M	1	3.27%	Increased
148	Robeco Schweiz Zurich, Switzerland	$113M	+$10.7M	1	1.59%	Increased
149	Charles Schwab San Francisco, California	$112M	+$4.2M	5	0.03%	Increased
150	Clal Insurance Tel-Aviv, Israel	$110M	+$9.94M	3	1.17%	Increased