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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	Acadian Asset Management Boston, Massachusetts	$189M	+$41.1M	6	0.66%	Increased
127	KCMH Keywise Capital Management (HK) Hong Kong	$189M	+$25.2M	1	25.51%	Increased
128	DekaBank Deutsche Girozentrale Frankfurt, Germany	$184M	+$8.84M	4	0.34%	Increased
129	Hood River Capital Management Palm Beach Gardens, Florida	$180M	-$11.3M	2	4.01%	Reduced
130	Vontobel Holding Zurich, Switzerland	$178M	-$243M	2	1.42%	Reduced
131	Mirae Asset Global Investments Seoul, South Korea	$176M	-$3.9M	6	0.38%	Reduced
132	Baird Financial Group Milwaukee, Wisconsin	$171M	+$3.67M	4	0.36%	Increased
133	Jane Street New York	$169M	+$9.35M	6	0.04%	Increased
134	Credit Suisse Zurich, Switzerland	$164M	-$47M	7	0.16%	Reduced
135	TSAM Trinity Street Asset Management London, United Kingdom	$163M	-$16.6M	1	13.06%	Reduced
136	CPIH Consolidated Press International Holdings Sydney, Australia	$162M	+$148M	1	18.81%	New
137	AMF Tjänstepension Stockholm, Sweden	$161M	-$32.4M	1	1.22%	Reduced
138	Axa Paris, France	$160M	+$927K	3	0.48%	Increased
139	Third Point New York	$160M	$0	1	2.04%	Maintained
140	Norges Bank Oslo, Norway	$157M	-$121M	5	0.02%	Reduced
141	HSBC Holdings London, United Kingdom	$155M	+$33.3M	7	0.1%	Increased
142	BNP Paribas Financial Markets Paris, France	$154M	-$38.5M	6	0.14%	Reduced
143	Degroof Petercam Asset Management Brussels, Belgium	$150M	+$48M	2	1.81%	Increased
144	RhumbLine Advisers Boston, Massachusetts	$150M	-$7.6M	7	0.14%	Reduced
145	Voyager Global Management New York	$150M	-$127M	1	7.23%	Reduced
146	EARNEST Partners Atlanta, Georgia	$147M	-$19M	3	0.67%	Reduced
147	Federated Hermes Pittsburgh, Pennsylvania	$146M	+$16.4M	6	0.34%	Increased
148	Ruffer LLP London, United Kingdom	$146M	-$71.7M	1	5.62%	Reduced
149	Thornburg Investment Management Santa Fe, New Mexico	$146M	-$24.2M	2	2.03%	Reduced
150	BAMCO Inc New York	$145M	-$136M	1	0.39%	Reduced