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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	Woodline Partners San Francisco, California	$43.6M	+$39.8M	1	1.78%	New
152	Harris Associates Chicago, Illinois	$43.5M	-$73.1M	1	0.08%	Reduced
153	Millennium Management New York	$43.5M	-$12.3M	7	0.05%	Reduced
154	Prudential Financial Newark, New Jersey	$43M	+$632K	5	0.06%	Increased
155	Pzena Investment Management New York	$41.8M	+$7.15M	1	0.2%	Increased
156	Acadian Asset Management Boston, Massachusetts	$39.2M	-$746K	5	0.18%	Reduced
157	Crossmark Global Holdings Houston, Texas	$37.5M	-$1.78M	3	1.03%	Reduced
158	Stifel Financial St. Louis, Missouri	$37.5M	+$5.41M	3	0.08%	Increased
159	MBA Maple-Brown Abbott Barangaroo, Australia	$37.3M	-$12.7M	1	2.78%	Reduced
160	Holocene Advisors New York	$37.1M	-$53.8M	2	0.33%	Reduced
161	Calamos Advisors Naperville, Illinois	$37M	+$17.1M	1	0.18%	Increased
162	US Bancorp Minneapolis, Minnesota	$36.4M	-$2.39M	7	0.09%	Reduced
163	Mirova US Boston, Massachusetts	$36.4M	+$33.3M	1	4.93%	New
164	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$35.6M	-$12.4M	4	0.25%	Reduced
165	Carmignac Gestion Paris, France	$35.4M	-$14.8M	1	0.47%	Reduced
166	Todd Asset Management Louisville, Kentucky	$35M	-$2.93M	1	0.87%	Reduced
167	Alyeska Investment Group Chicago, Illinois	$34.7M	+$32.2M	2	0.46%	New
168	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$34.5M	-$1M	1	7.71%	Reduced
169	VOYA Investment Management Atlanta, Georgia	$34.3M	+$28.8M	5	0.07%	Increased
170	CCP Clough Capital Partners Boston, Massachusetts	$34.2M	+$11.4M	1	2.92%	Increased
171	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$33.9M	-$730K	4	0.29%	Reduced
172	Royal London Asset Management United Kingdom	$33.5M	+$3.44M	1	0.23%	Increased
173	LMR Partners London, United Kingdom	$33M	-$5.58M	1	0.05%	Reduced
174	BCAM Boston Common Asset Management Boston, Massachusetts	$32.7M	+$233K	1	3.81%	Increased
175	TU TDAM USA Toronto, Ontario, Canada	$31.8M	+$29M	1	2.06%	New