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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	Credit Agricole Montrouge Cedex, France	$224M	+$8.68M	3	0.66%	Increased
127	CI Investments Inc Toronto, Ontario, Canada	$222M	-$97.2M	4	0.84%	Reduced
128	HCS Himension Capital (Singapore) Singapore	$220M	+$16.4M	1	15.24%	Increased
129	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$220M	-$6.16M	1	2.19%	Reduced
130	Qube Research & Technologies (QRT) London, United Kingdom	$213M	+$151M	4	0.28%	Increased
131	Nordea Investment Management Stockholm, Sweden	$211M	-$18.1M	2	0.22%	Reduced
132	Vaughan Nelson Investment Management Houston, Texas	$211M	+$147M	1	1.96%	Increased
133	D.E. Shaw & Co New York	$211M	+$50.3M	5	0.16%	Increased
134	Manning & Napier Advisors Fairport, New York	$210M	-$41.6M	1	2.4%	Reduced
135	Allianz Asset Management Munich, Germany	$209M	+$84.3M	2	0.28%	Increased
136	Westfield Capital Management Boston, Massachusetts	$205M	+$25.3M	2	0.89%	Increased
137	KCMH Keywise Capital Management (HK) Hong Kong	$205M	+$470K	1	16.78%	Increased
138	Hudson Bay Capital Management Stamford, Connecticut	$201M	-$167M	1	0.71%	Reduced
139	PNC Financial Services Group Pittsburgh, Pennsylvania	$198M	-$23.9M	8	0.13%	Reduced
140	LSV Asset Management Chicago, Illinois	$195M	-$7.13M	5	0.45%	Reduced
141	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$194M	+$148M	2	1.74%	Increased
142	Locust Wood Capital Advisers New York	$193M	-$28.8M	1	6.68%	Reduced
143	Paradigm Capital Management Inc Albany, New York	$192M	$0	2	8.91%	Maintained
144	Stifel Financial St. Louis, Missouri	$190M	-$770K	5	0.2%	Reduced
145	Soroban Capital Partners New York	$190M	$0	1	2.54%	Maintained
146	TSAM Trinity Street Asset Management London, United Kingdom	$187M	+$12.8M	1	18.37%	Increased
147	Axa Paris, France	$185M	+$20.7M	4	0.56%	Increased
148	Baird Financial Group Milwaukee, Wisconsin	$185M	-$36.1M	4	0.35%	Reduced
149	DnB Asset Management Oslo, Norway	$184M	-$26.8M	1	0.8%	Reduced
150	LGT Group Foundation Vaduz, Liechtenstein	$177M	+$3.04M	1	2.74%	Increased