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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	RAM RWC Asset Management London, United Kingdom	$33.3M	+$2.57M	1	1.75%	Increased
152	BCAM Boston Common Asset Management Boston, Massachusetts	$31.5M	+$195K	1	3.72%	Increased
153	US Bancorp Minneapolis, Minnesota	$31.3M	-$155K	8	0.1%	Reduced
154	MAM Myriad Asset Management North Point, Hong Kong	$30.6M	-$4.36M	1	2.74%	Reduced
155	Baird Financial Group Milwaukee, Wisconsin	$30.3M	-$1.47M	1	0.21%	Reduced
156	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$29.8M	-$7.33M	1	5.14%	Reduced
157	MCM Matarin Capital Management New York	$29.7M	+$4.72M	2	2.22%	Increased
158	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$29.1M	-$285K	1	0.43%	Reduced
159	DCM Dupont Capital Management Wilmington, Delaware	$28.7M	-$3.78M	2	0.69%	Reduced
160	HSBC Holdings London, United Kingdom	$28.4M	-$10.2M	2	0.04%	Reduced
161	Alkeon Capital Management New York	$28.4M	+$28.3M	1	0.15%	New
162	Första AP-fonden Stockholm, Sweden	$28.4M	$0	1	0.98%	Maintained
163	Todd Asset Management Louisville, Kentucky	$27.9M	-$3.55M	1	0.77%	Reduced
164	United Capital Financial Advisors Irving, Texas	$27.9M	+$1.56M	2	0.21%	Increased
165	Pzena Investment Management New York	$27.3M	+$1.01M	1	0.14%	Increased
166	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$26.6M	+$6.82M	4	0.16%	Increased
167	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$26.4M	-$4.17M	1	2.12%	Reduced
168	TCW Group Los Angeles, California	$25.5M	+$24.8M	1	0.21%	Increased
169	Mawer Investment Management Calgary, Alberta, Canada	$25.5M	+$1.65M	1	0.21%	Increased
170	Oppenheimer Asset Management New York	$25.1M	+$1.43M	2	0.63%	Increased
171	Marshall Wace North America New York	$24.3M	-$240K	3	0.12%	Reduced
172	EGA Evermore Global Advisors Summit, New Jersey	$24.2M	+$6.76M	1	2.59%	Increased
173	TI Trigran Investments Northbrook, Illinois	$24.2M	+$1M	1	5.12%	Increased
174	DZ Bank Frankfurt Am Main, Germany	$24.2M	+$4.9M	1	0.09%	Increased
175	VOYA Investment Management Atlanta, Georgia	$23.4M	+$346K	5	0.05%	Increased