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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	Candriam SCA Strassen, Luxembourg, Luxembourg	$98.9M	-$25.7M	2	0.68%	Reduced
152	PNC Financial Services Group Pittsburgh, Pennsylvania	$97.6M	+$389K	6	0.09%	Increased
153	Millennium Management New York	$97.3M	+$36.7M	7	0.06%	Increased
154	C WorldWide Group Copenhagen, Denmark	$97.3M	+$742K	1	1%	Increased
155	Stifel Financial St. Louis, Missouri	$95.2M	+$5.1K	4	0.14%	Increased
156	DZ Bank Frankfurt Am Main, Germany	$92.4M	-$325M	1	0.15%	Reduced
157	Mackenzie Financial Toronto Ontario, Ontario, Canada	$91.5M	+$9.51M	2	0.13%	Increased
158	TimesSquare Capital Management New York	$89.7M	-$42.5M	2	0.73%	Reduced
159	Citadel Advisors Miami, Florida	$89.6M	-$165M	8	0.02%	Reduced
160	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$88.7M	-$6.33M	2	0.19%	Reduced
161	Baird Financial Group Milwaukee, Wisconsin	$87.4M	+$3.81M	3	0.23%	Increased
162	CFM Coronation Fund Managers Cape Town, South Africa	$86.8M	-$30.6M	1	2.71%	Reduced
163	JSP Jackson Square Partners Larkspur, California	$86.7M	-$22.3M	1	0.5%	Reduced
164	EARNEST Partners Atlanta, Georgia	$86.4M	+$611K	2	0.51%	Increased
165	Rokos Capital Management (UK) London, United Kingdom	$85.5M	-$80.1M	1	1.71%	Reduced
166	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$84.1M	$0	1	6.86%	Maintained
167	CIBC Asset Management Toronto, Ontario, Canada	$82.3M	+$10.4M	3	0.33%	Increased
168	Quilter Plc London, United Kingdom	$80.1M	+$6.24M	1	2.3%	Increased
169	NPIC Neumeier Poma Investment Counsel Carmel, California	$79.8M	-$8.71M	1	4.67%	Reduced
170	NC Noked Capital Tel Aviv, Israel	$78.7M	-$19.7M	1	19.61%	Reduced
171	NI Noked Israel Ramat Hasharon, Israel	$78.7M	-$19.7M	1	19.61%	Reduced
172	Cullen Capital Management New York	$78.3M	+$2.74M	2	0.76%	Increased
173	Nordea Investment Management Stockholm, Sweden	$77.4M	+$6.73M	2	0.1%	Increased
174	Wolverine Trading Chicago, Illinois	$75.4M	+$34.4M	3	0.12%	Increased
175	JHP James Hambro & Partners London, United Kingdom	$75.1M	+$997K	1	5.95%	Increased