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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	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$19.3M	+$2.85M	1	6.32%	Increased
152	DnB Asset Management Oslo, Norway	$19.1M	+$1.59M	3	0.41%	Increased
153	Thornburg Investment Management Santa Fe, New Mexico	$18.9M	-$206M	1	0.12%	Reduced
154	Barclays London, United Kingdom	$18.8M	-$16.2M	7	0.02%	Reduced
155	JCM Janney Capital Management Pittsburgh, Pennsylvania	$18.3M	+$121K	1	0.81%	Increased
156	American Century Companies Kansas City, Missouri	$17.5M	-$4.79M	3	0.02%	Reduced
157	Natixis Advisors Boston, Massachusetts	$16.5M	+$1.5M	1	0.27%	Increased
158	BNP Paribas Financial Markets Paris, France	$16.5M	-$14.3M	6	0.08%	Reduced
159	TWI Thomas White International Chicago, Illinois	$16.3M	-$2.02M	1	2.29%	Reduced
160	SCCM Schafer Cullen Capital Management New York	$16.1M	-$3.5M	2	0.19%	Reduced
161	Todd Asset Management Louisville, Kentucky	$16.1M	+$4.59M	1	0.49%	Increased
162	Asset Management One Tokyo, Japan	$16M	-$611K	1	0.24%	Reduced
163	First Eagle Investment Management New York	$15.6M	+$686K	2	0.04%	Increased
164	Capital International Sarl Los Angeles, California	$15.6M	+$841K	1	1.32%	Increased
165	California Public Employees Retirement System Sacramento, California	$15.6M	-$207K	5	0.02%	Reduced
166	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$15.6M	+$261K	1	0.99%	Increased
167	BCAM Boston Common Asset Management Boston, Massachusetts	$15.1M	+$12.1M	1	0.85%	Increased
168	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$14.9M	+$4.25M	4	0.19%	Increased
169	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.7M	+$3.38M	6	0.01%	Increased
170	MRM Michael R. Murphy	$14.6M	+$3.53M	1	5%	Increased
171	KMC Kirr Marbach & Co Columbus, Indiana	$14.5M	-$307K	1	2.88%	Reduced
172	Citigroup New York	$14.2M	-$10.1M	8	0.01%	Reduced
173	VOYA Investment Management Atlanta, Georgia	$13.9M	-$100K	3	0.03%	Reduced
174	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$13.9M	-$12.9M	2	0.06%	Reduced
175	EA Ecofin Advisors London, United Kingdom	$13.7M	-$1.87M	1	2.3%	Reduced