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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	DnB Asset Management Oslo, Norway	$108M	-$3.08M	1	0.62%	Reduced
152	BNP Paribas Financial Markets Paris, France	$107M	+$11.7M	5	0.13%	Increased
153	TSAM Trinity Street Asset Management London, United Kingdom	$105M	+$2.71M	1	11.69%	Increased
154	Capital International Inc Los Angeles, California	$105M	-$15.8M	1	1.9%	Reduced
155	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$104M	-$54.2M	5	0.12%	Reduced
156	Capital Group Private Client Services Los Angeles, California	$104M	-$3.82M	1	1.22%	Reduced
157	Rokos Capital Management (UK) London, United Kingdom	$103M	+$94.9M	1	1%	New
158	AEGON Asset Management (UK) Edinburgh, United Kingdom	$98.2M	+$37.7K	1	1.59%	Increased
159	Jane Street New York	$97.8M	-$21.2M	5	0.03%	Reduced
160	Neuberger Berman Group New York	$97M	-$7.66M	5	0.09%	Reduced
161	MIS Morningstar Investment Services Chicago, Illinois	$95.8M	-$2.13M	1	1.23%	Reduced
162	MC Metropolis Capital Amersham, United Kingdom	$94.8M	+$38M	1	3.64%	Increased
163	Mondrian Investment Partners London, United Kingdom	$94.4M	-$20.4M	2	1.89%	Reduced
164	HSBC Holdings London, United Kingdom	$92.6M	-$136M	4	0.09%	Reduced
165	Locust Wood Capital Advisers New York	$92.2M	+$3.49M	1	4.28%	Increased
166	Public Employees Retirement Association of Colorado Denver, Colorado	$89.9M	-$66K	5	0.43%	Reduced
167	Acadian Asset Management Boston, Massachusetts	$89.3M	-$937K	7	0.37%	Reduced
168	Banque Pictet & Cie Geneva 73, Switzerland	$88.7M	-$3.84M	2	0.78%	Reduced
169	PNC Financial Services Group Pittsburgh, Pennsylvania	$88.2M	+$10.3M	8	0.08%	Increased
170	TIAM TT International Asset Management London, United Kingdom	$83.1M	-$31.9M	1	13.82%	Reduced
171	C WorldWide Group Copenhagen, Denmark	$80M	-$4.04M	1	1.03%	Reduced
172	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$78.8M	-$515K	4	0.54%	Reduced
173	SRS Investment Management New York	$77.5M	+$71.5M	1	0.89%	New
174	Stephens Investment Management Group Houston, Texas	$76.9M	+$1.45M	2	1.2%	Increased
175	Pzena Investment Management New York	$76.8M	-$3.59M	1	0.33%	Reduced