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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	1832 Asset Management Toronto, Ontario, Canada	$94.6M	-$575M	1	0.2%	Reduced
152	ICOM Investment Counselors of Maryland Baltimore, Maryland	$93.9M	+$2.86M	2	2.42%	Increased
153	Stifel Financial St. Louis, Missouri	$93.6M	-$604K	4	0.15%	Reduced
154	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$93.5M	-$8.93M	3	0.21%	Reduced
155	BNP Paribas Financial Markets Paris, France	$93.1M	+$35.4M	4	0.14%	Increased
156	Macquarie Group Sydney, NSW 2000, Australia	$93.1M	-$28.9M	5	0.13%	Reduced
157	PEAK6 Investments Chicago, Illinois	$92M	-$3.76M	4	0.22%	Reduced
158	NC Noked Capital Tel Aviv, Israel	$90.7M	+$40.7M	2	29.57%	Increased
159	NI Noked Israel Ramat Hasharon, Israel	$90.7M	+$40.7M	2	29.57%	Increased
160	CIBC Private Wealth Group Atlanta, Georgia	$90.6M	-$20.1M	1	0.23%	Reduced
161	Bank of Montreal Toronto, Ontario, Canada	$87.7M	+$5.46M	7	0.06%	Increased
162	Sculptor Capital New York	$87.2M	-$139M	1	0.71%	Reduced
163	Amundi Asset Management US Boston, Massachusetts	$86.3M	+$21.9M	3	0.07%	Increased
164	HSBC Holdings London, United Kingdom	$84.6M	+$1.85M	5	0.1%	Increased
165	Parallax Volatility Advisers San Francisco, California	$83.8M	+$56.9M	1	0.07%	Increased
166	EARNEST Partners Atlanta, Georgia	$83.5M	+$13.6M	2	0.5%	Increased
167	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$82.8M	+$8.67M	1	6.83%	Increased
168	Handelsbanken Fonder Stockholm, Sweden	$82.5M	-$13.4M	5	0.47%	Reduced
169	Baird Financial Group Milwaukee, Wisconsin	$82.1M	+$116K	2	0.23%	Increased
170	Mirae Asset Global Investments Seoul, South Korea	$80.6M	-$59.1M	1	0.28%	Reduced
171	Mackenzie Financial Toronto Ontario, Ontario, Canada	$80.4M	+$6.6M	2	0.12%	Increased
172	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$80M	+$35.2M	3	0.44%	Increased
173	KCMH Keywise Capital Management (HK) Hong Kong	$78.2M	-$24.8K	1	21.43%	Reduced
174	JHP James Hambro & Partners London, United Kingdom	$72.9M	+$7.69M	1	6.73%	Increased
175	Cullen Capital Management New York	$72.9M	+$56.6M	2	0.79%	Increased