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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	Wasatch Advisors Salt Lake City, Utah	$90.2M	-$22.9M	2	0.37%	Reduced
152	DnB Asset Management Oslo, Norway	$89.7M	-$3.62M	1	0.58%	Reduced
153	BNP Paribas Financial Markets Paris, France	$89.3M	-$18.6M	4	0.13%	Reduced
154	Rafferty Asset Management New York	$88.2M	-$42.8M	2	0.6%	Reduced
155	PEAK6 Investments Chicago, Illinois	$88M	+$29.1M	3	0.2%	Increased
156	EARNEST Partners Atlanta, Georgia	$85.9M	+$4.39M	2	0.53%	Increased
157	Hardman Johnston Global Advisors Stamford, Connecticut	$85.8M	-$284M	1	2.31%	Reduced
158	Baird Financial Group Milwaukee, Wisconsin	$85M	+$3.93M	3	0.22%	Increased
159	Geneva Capital Management Milwaukee, Wisconsin	$83.4M	+$36.8M	1	1.41%	Increased
160	Rokos Capital Management (UK) London, United Kingdom	$83.2M	+$3.57M	1	1.78%	Increased
161	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$83.1M	+$628K	3	0.18%	Increased
162	TimesSquare Capital Management New York	$82.2M	-$5.54M	2	0.72%	Reduced
163	JSP Jackson Square Partners Larkspur, California	$80.4M	-$192K	1	0.51%	Reduced
164	Nordea Investment Management Stockholm, Sweden	$77.4M	+$4.67M	2	0.1%	Increased
165	Quilter Plc London, United Kingdom	$77.1M	+$2.77M	1	2.15%	Increased
166	Banque Pictet & Cie Geneva 73, Switzerland	$76.1M	+$37.2M	1	0.79%	Increased
167	Mackenzie Financial Toronto Ontario, Ontario, Canada	$74.5M	-$11.1M	4	0.11%	Reduced
168	SIM SW Investment Management Telluride, Colorado	$74.5M	+$10.8M	2	29.62%	Increased
169	JHP James Hambro & Partners London, United Kingdom	$73.8M	+$4.22M	1	5.51%	Increased
170	KCMH Keywise Capital Management (HK) Hong Kong	$73.2M	-$40.1M	1	30.63%	Reduced
171	Cullen Capital Management New York	$72.8M	-$2.98M	2	0.72%	Reduced
172	CIBC Asset Management Toronto, Ontario, Canada	$70.7M	-$6.13M	3	0.28%	Reduced
173	Granahan Investment Management Waltham, Massachusetts	$68.9M	-$2.69M	2	1.31%	Reduced
174	CFM Coronation Fund Managers Cape Town, South Africa	$68.7M	-$12.6M	1	2.59%	Reduced
175	Pendal Group Sydney, Australia	$67.5M	+$5.39M	1	0.56%	Increased