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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	$26.2M	+$5.33M	1	1.24%	Increased
152	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$25.6M	-$2.29M	3	0.27%	Reduced
153	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$25M	+$3.11M	1	1.6%	Increased
154	GQG Partners Ft. Lauderdale, Florida	$25M	+$9M	1	0.39%	Increased
155	US Bancorp Minneapolis, Minnesota	$24.9M	-$543K	8	0.08%	Reduced
156	Prudential Financial Newark, New Jersey	$24.7M	+$319K	5	0.04%	Increased
157	DCM Dupont Capital Management Wilmington, Delaware	$23.5M	+$2.16M	2	0.58%	Increased
158	Acadian Asset Management Boston, Massachusetts	$23M	-$10.8M	4	0.11%	Reduced
159	DP Dundas Partners Edinburgh, United Kingdom	$22.9M	+$1.05M	1	5.01%	Increased
160	MCM Matarin Capital Management New York	$22.1M	-$1.26M	2	1.79%	Reduced
161	Candriam SCA Strassen, Luxembourg, Luxembourg	$22.1M	+$5.17M	2	0.34%	Increased
162	Pzena Investment Management New York	$22M	+$6.4M	1	0.13%	Increased
163	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$21.7M	+$2.01M	1	2.41%	Increased
164	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$21.5M	+$22M	2	0.05%	Increased
165	Glenmede Trust Philadelphia, Pennsylvania	$20.5M	-$3.35M	5	0.1%	Reduced
166	United Capital Financial Advisors Irving, Texas	$20.5M	-$355K	2	0.16%	Reduced
167	BCAM Boston Common Asset Management Boston, Massachusetts	$20.5M	-$2.85M	1	2.98%	Reduced
168	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$20.1M	+$571K	1	4.32%	Increased
169	Employees Retirement System of Texas Austin, Texas	$20M	$0	2	0.32%	Maintained
170	VIMU Veritas Investment Management (UK) London, United Kingdom	$19.8M	-$340K	1	6.45%	Reduced
171	Oppenheimer Asset Management New York	$19.7M	-$1.2M	2	0.49%	Reduced
172	AR Advisory Research Chicago, Illinois	$19.3M	-$15M	2	0.41%	Reduced
173	Waddell & Reed Financial Overland Park, Kansas	$19M	+$176K	1	0.05%	Increased
174	TCW Group Los Angeles, California	$18.6M	-$2.48M	1	0.19%	Reduced
175	PFM Parsec Financial Management Asheville, North Carolina	$18.2M	+$761K	1	1.32%	Increased