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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
151	ACI AMP Capital Investors Sydney, Australia	$15.6M	+$239K	3	0.11%	Increased
152	Natixis Advisors Boston, Massachusetts	$14.9M	+$1.41M	2	0.24%	Increased
153	HCM Hodges Capital Management Dallas, Texas	$14.8M	-$326K	2	1.07%	Reduced
154	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$14.6M	$0	1	0.48%	Maintained
155	US Bancorp Minneapolis, Minnesota	$14.4M	+$1.89M	5	0.06%	Increased
156	Public Employees Retirement Association of Colorado Denver, Colorado	$13.6M	-$884K	5	0.12%	Reduced
157	Sterling Capital Management Charlotte, North Carolina	$12.9M	-$2.11M	2	0.12%	Reduced
158	TIAA CREF Investment Management New York	$12.9M	+$1.95M	5	0.01%	Increased
159	JCM Janney Capital Management Pittsburgh, Pennsylvania	$12.7M	+$1.43M	1	0.94%	Increased
160	Perpetual Ltd Sydney, New South Wales, Australia	$12.5M	+$2.98M	1	1.65%	Increased
161	Pzena Investment Management New York	$12.4M	+$8.79M	2	0.07%	Increased
162	CAM Capstone Asset Management Houston, Texas	$12.4M	-$616K	4	0.36%	Reduced
163	Dorsal Capital Management Redwood City, California	$12.3M	-$5.97M	1	2.13%	Reduced
164	SRFM Shannon River Fund Management New York	$12.3M	+$12M	1	0.92%	New
165	Kennedy Capital Management St Louis, Missouri	$12.1M	-$1.17M	1	0.22%	Reduced
166	DAM Deltec Asset Management New York	$11.8M	+$1.95M	1	2.85%	Increased
167	Janus Henderson Investors US Denver, Colorado	$11.7M	+$226K	1	0.01%	Increased
168	Barclays London, United Kingdom	$11.6M	-$22.1M	6	0.01%	Reduced
169	KCM Kames Capital Management Edinburgh, United Kingdom	$11.5M	-$1.6M	1	0.38%	Reduced
170	CAM ClariVest Asset Management San Diego, California	$11.2M	+$597K	1	0.47%	Increased
171	First Trust Advisors Wheaton, Illinois	$10.9M	+$992K	4	0.05%	Increased
172	GI Glovista Investments Jersey City, New Jersey	$10.8M	+$11M	1	1.77%	New
173	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$10.7M	+$968K	1	2.06%	Increased
174	Numeric Investors Boston, Massachusetts	$10.6M	-$568K	2	0.18%	Reduced
175	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$10.5M	-$3.63M	2	0.09%	Reduced