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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	Royce & Associates New York	$121M	-$20.6M	5	1.21%	Reduced
127	Point72 Asset Management Stamford, Connecticut	$118M	+$5.93M	3	0.37%	Increased
128	RAM RWC Asset Management London, United Kingdom	$118M	-$4.3M	1	3.63%	Reduced
129	Epoch Investment Partners New York	$117M	-$9.61M	1	0.7%	Reduced
130	Swedbank Stockholm, Sweden	$115M	+$4.58K	1	0.23%	Increased
131	Axa Paris, France	$114M	+$389K	3	0.39%	Increased
132	Paradigm Capital Management Inc Albany, New York	$113M	-$9.74M	2	7.52%	Reduced
133	Artisan Partners Milwaukee, Wisconsin	$113M	+$106M	1	0.19%	Increased
134	UBS AM Chicago, Illinois	$113M	-$134M	5	0.05%	Reduced
135	Charles Schwab San Francisco, California	$113M	-$2.31M	4	0.03%	Reduced
136	Capital International Inc Los Angeles, California	$112M	-$3.64M	1	2.26%	Reduced
137	F FIFTHDELTA London, United Kingdom	$112M	-$38.5M	1	7.37%	Reduced
138	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$111M	-$352K	2	2.57%	Reduced
139	Jane Street New York	$111M	-$151M	6	0.05%	Reduced
140	Geneva Capital Management Milwaukee, Wisconsin	$109M	+$1.96M	1	2.23%	Increased
141	TIAM TT International Asset Management London, United Kingdom	$108M	-$3.24M	1	11.88%	Reduced
142	TP Theleme Partners London, United Kingdom	$108M	+$104M	1	4.66%	New
143	DekaBank Deutsche Girozentrale Frankfurt, Germany	$108M	+$7.87M	3	0.27%	Increased
144	Mondrian Investment Partners London, United Kingdom	$107M	-$1.88M	2	2.37%	Reduced
145	D.E. Shaw & Co New York	$107M	-$177M	6	0.11%	Reduced
146	Munro Partners Melbourne, Australia	$104M	+$100M	1	5.09%	New
147	Lord, Abbett & Co Jersey City, New Jersey	$103M	+$98.6M	1	0.37%	Increased
148	Norges Bank Oslo, Norway	$103M	+$11.3M	6	0.02%	Increased
149	DnB Asset Management Oslo, Norway	$103M	+$15.3M	1	0.65%	Increased
150	Clal Insurance Tel-Aviv, Israel	$100M	$0	3	1.5%	Maintained