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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	AMF Tjänstepension Stockholm, Sweden	$151M	+$9.74M	1	1.29%	Increased
127	Mirae Asset Global Investments Seoul, South Korea	$147M	+$523K	6	0.3%	Increased
128	Raymond James & Associates St Petersburg, Florida	$147M	-$14.5K	5	0.11%	Reduced
129	UBS AM Chicago, Illinois	$143M	+$3.78M	5	0.06%	Increased
130	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$141M	-$10.5M	2	2.85%	Reduced
131	TIAM TT International Asset Management London, United Kingdom	$140M	+$39.3M	4	17.87%	Increased
132	TSAM Trinity Street Asset Management London, United Kingdom	$139M	+$15.1M	1	15.43%	Increased
133	Royce & Associates New York	$138M	-$19.3M	5	1.27%	Reduced
134	Swedbank Stockholm, Sweden	$136M	+$3M	1	0.22%	Increased
135	Marshall Wace London, United Kingdom	$135M	+$46.9M	3	0.23%	Increased
136	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$134M	+$21M	2	0.59%	Increased
137	DekaBank Deutsche Girozentrale Frankfurt, Germany	$133M	-$2.47M	3	0.27%	Reduced
138	Baird Financial Group Milwaukee, Wisconsin	$132M	+$1.38M	4	0.3%	Increased
139	Bank of Montreal Toronto, Ontario, Canada	$132M	-$38.8M	6	0.04%	Reduced
140	RhumbLine Advisers Boston, Massachusetts	$132M	+$4.75M	7	0.14%	Increased
141	Thornburg Investment Management Santa Fe, New Mexico	$132M	+$542K	2	1.9%	Increased
142	Citadel Advisors Miami, Florida	$128M	-$34.4M	7	0.03%	Reduced
143	Munro Partners Melbourne, Australia	$128M	+$100M	3	5.72%	Increased
144	D.E. Shaw & Co New York	$125M	-$115M	6	0.11%	Reduced
145	Jane Street New York	$125M	+$49.1M	8	0.03%	Increased
146	KCMH Keywise Capital Management (HK) Hong Kong	$123M	+$27.3M	1	20.26%	Increased
147	Axa Paris, France	$122M	-$16.4M	3	0.39%	Reduced
148	Third Point New York	$122M	-$57.2M	1	1.84%	Reduced
149	Acadian Asset Management Boston, Massachusetts	$120M	-$9.74M	6	0.47%	Reduced
150	Balyasny Asset Management Chicago, Illinois	$119M	+$43M	4	0.22%	Increased