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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$133M	+$13.5M	2	0.3%	Increased
127	Royce & Associates New York	$131M	-$14.4M	5	1.27%	Reduced
128	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$129M	-$33.9M	4	0.6%	Reduced
129	Holocene Advisors New York	$129M	-$154M	2	0.55%	Reduced
130	Swedbank Stockholm, Sweden	$129M	+$3.54M	1	0.22%	Increased
131	Ruffer LLP London, United Kingdom	$127M	-$101M	1	7.46%	Reduced
132	Lord, Abbett & Co Jersey City, New Jersey	$126M	+$12.9M	1	0.43%	Increased
133	Mirae Asset Global Investments Seoul, South Korea	$125M	+$19.9M	6	0.27%	Increased
134	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$123M	-$938K	2	2.83%	Reduced
135	FAM Foxhaven Asset Management Charlottesville, Virginia	$121M	+$27M	1	3.98%	Increased
136	Thornburg Investment Management Santa Fe, New Mexico	$121M	-$12.3M	1	1.96%	Reduced
137	Baird Financial Group Milwaukee, Wisconsin	$120M	+$15.3M	3	0.32%	Increased
138	TP Theleme Partners London, United Kingdom	$117M	$0	1	5.32%	Maintained
139	Norges Bank Oslo, Norway	$116M	-$8.35M	6	0.02%	Reduced
140	RhumbLine Advisers Boston, Massachusetts	$115M	+$69M	7	0.13%	Increased
141	DZ Bank Frankfurt Am Main, Germany	$115M	+$12.7M	2	0.17%	Increased
142	Epoch Investment Partners New York	$114M	-$12M	2	0.66%	Reduced
143	UBS AM Chicago, Illinois	$113M	$0	5	0.05%	Maintained
144	PineStone Asset Management Montreal, Quebec, Canada	$113M	-$168M	1	5.43%	Reduced
145	Phoenix Financial Givatayim, Israel	$113M	+$61.8M	2	2.3%	Increased
146	RAA RWC Asset Advisors Miami, Florida	$112M	+$11.9M	1	10.66%	Increased
147	Bank of Montreal Toronto, Ontario, Canada	$111M	-$30.9M	6	0.04%	Reduced
148	AMF Tjänstepension Stockholm, Sweden	$111M	+$57M	1	1.03%	Increased
149	Clal Insurance Tel-Aviv, Israel	$111M	+$195K	4	1.33%	Increased
150	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$110M	+$13.8M	2	2.55%	Increased