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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	BNP Paribas Asset Management Paris, France	$203M	-$22.1M	1	0.54%	Reduced
127	1832 Asset Management Toronto, Ontario, Canada	$201M	-$125M	1	0.18%	Reduced
128	First Trust Advisors Wheaton, Illinois	$201M	-$73M	7	0.18%	Reduced
129	Vaughan Nelson Investment Management Houston, Texas	$200M	+$33.2M	2	2%	Increased
130	CIBC World Market Toronto, Ontario, Canada	$197M	+$9.24M	1	0.42%	Increased
131	Robeco Institutional Asset Management Rotterdam, Netherlands	$194M	+$59.1M	2	0.38%	Increased
132	Clal Insurance Tel-Aviv, Israel	$193M	-$1.46M	2	1.99%	Reduced
133	Fidelity International Hamilton, Bermuda	$189M	-$371M	1	0.18%	Reduced
134	Wasatch Advisors Salt Lake City, Utah	$187M	+$141M	2	1.04%	Increased
135	Hudson Bay Capital Management Stamford, Connecticut	$184M	+$16.9M	1	0.57%	Increased
136	CI Investments Inc Toronto, Ontario, Canada	$182M	-$2.86M	4	0.77%	Reduced
137	Axiom Investors Greenwich, Connecticut	$179M	-$263M	1	1.72%	Reduced
138	Intermede Investment Partners London, United Kingdom	$177M	-$36.4M	1	5.58%	Reduced
139	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$173M	+$202M	1	7.06%	New
140	Locust Wood Capital Advisers New York	$172M	+$10.6M	1	5.44%	Increased
141	PNC Financial Services Group Pittsburgh, Pennsylvania	$168M	+$1.39M	8	0.09%	Increased
142	Allianz Asset Management Munich, Germany	$166M	-$10.2M	3	0.22%	Reduced
143	Dorsal Capital Management Redwood City, California	$166M	+$107M	1	5.07%	Increased
144	Nomura Holdings Tokyo, Japan	$161M	+$70.1M	3	0.3%	Increased
145	Capital Group Private Client Services Los Angeles, California	$161M	+$27.4M	1	1.57%	Increased
146	XN LP New York	$160M	+$165M	1	7.29%	Increased
147	Stifel Financial St. Louis, Missouri	$157M	-$3.3M	4	0.17%	Reduced
148	Stockbridge Partners Boston, Massachusetts	$156M	+$183M	1	3.46%	New
149	TSAM Trinity Street Asset Management London, United Kingdom	$156M	-$1.52M	1	15.79%	Reduced
150	Candriam SCA Strassen, Luxembourg, Luxembourg	$153M	+$10.6M	2	0.96%	Increased