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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	Första AP-fonden Stockholm, Sweden	$30.2M	-$8.64M	1	0.84%	Reduced
152	Citigroup New York	$30M	-$5.58M	7	0.03%	Reduced
153	Employees Retirement System of Texas Austin, Texas	$29.9M	+$1.98M	2	0.41%	Increased
154	AR Advisory Research Chicago, Illinois	$28.6M	+$18.6M	3	0.45%	Increased
155	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$28.6M	-$23.6M	1	15.63%	Reduced
156	Axa Paris, France	$28M	+$9.96M	4	0.13%	Increased
157	NFA Nationwide Fund Advisors Columbus, Ohio	$27.7M	-$418K	6	0.11%	Reduced
158	NN Investment Partners Holdings The Hague, Netherlands	$27.4M	-$1.43M	2	0.25%	Reduced
159	Public Employees Retirement Association of Colorado Denver, Colorado	$26.8M	$0	5	0.2%	Maintained
160	Two Sigma Investments New York	$26.3M	-$31.8M	7	0.1%	Reduced
161	Todd Asset Management Louisville, Kentucky	$26.1M	-$10.5K	1	0.74%	Reduced
162	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$25.9M	-$3.5M	5	0.17%	Reduced
163	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$25.8M	-$1.68M	1	2.43%	Reduced
164	VOYA Investment Management Atlanta, Georgia	$25.7M	-$812K	5	0.06%	Reduced
165	TIAA CREF Investment Management New York	$25.7M	+$1.71M	4	0.02%	Increased
166	US Bancorp Minneapolis, Minnesota	$25.6M	-$1.29M	7	0.09%	Reduced
167	Thompson Siegel & Walmsley Richmond, Virginia	$25.2M	-$5.5M	3	0.3%	Reduced
168	GH GAM Holding Zurich, Switzerland	$25.1M	+$11M	1	0.37%	Increased
169	TI TT International London, United Kingdom	$24.4M	+$27.8M	1	5.75%	Increased
170	BCAM Boston Common Asset Management Boston, Massachusetts	$24.1M	-$1.33M	1	3.17%	Reduced
171	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$23.6M	+$148K	1	1.09%	Increased
172	Robeco Institutional Asset Management Rotterdam, Netherlands	$23.4M	+$21.8M	1	0.15%	Increased
173	Ninety One (UK) London, United Kingdom	$23.1M	-$14.6M	1	0.11%	Reduced
174	1832 Asset Management Toronto, Ontario, Canada	$22.4M	+$4.65M	1	0.1%	Increased
175	Hood River Capital Management Palm Beach Gardens, Florida	$22.3M	+$10.4M	1	1.54%	Increased