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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	NI Noked Israel Ramat Hasharon, Israel	$251M	+$50.8M	1	39.27%	Increased
152	Baird Financial Group Milwaukee, Wisconsin	$249M	-$2.57M	4	0.4%	Reduced
153	Citadel Advisors Miami, Florida	$247M	+$107M	8	0.04%	Increased
154	XN LP New York	$247M	-$11.1M	1	7.25%	Reduced
155	Candriam SCA Strassen, Luxembourg, Luxembourg	$243M	+$2.31M	2	1.27%	Increased
156	Artisan Partners Milwaukee, Wisconsin	$238M	-$384M	1	0.34%	Reduced
157	Loomis, Sayles & Company Boston, Massachusetts	$238M	-$8.87M	1	0.28%	Reduced
158	Locust Wood Capital Advisers New York	$233M	-$65.4M	1	5.82%	Reduced
159	Danica Pension Livsforsikrings Copenhagen V,	$233M	+$51.7M	1	3.59%	Increased
160	EARNEST Partners Atlanta, Georgia	$231M	-$7.14M	3	1%	Reduced
161	Bahl & Gaynor Cincinnati, Ohio	$229M	+$65M	1	1.14%	Increased
162	Rockefeller Capital Management New York	$229M	-$739K	7	0.45%	Reduced
163	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$227M	+$55.4M	6	0.36%	Increased
164	National Bank of Canada Montreal, Quebec, Canada	$227M	+$95.5M	2	0.23%	Increased
165	Fort Washington Investment Advisors Cincinnati, Ohio	$225M	+$19.7M	3	1.22%	Increased
166	SRS Investment Management New York	$221M	$0	1	2.41%	Maintained
167	Bank of Montreal Toronto, Ontario, Canada	$221M	-$5.87M	4	0.08%	Reduced
168	HighTower Advisors Chicago, Illinois	$219M	+$4.14M	6	0.25%	Increased
169	T. Rowe Price Investment Management Baltimore, Maryland	$218M	+$91.2M	1	0.13%	Increased
170	C WorldWide Group Copenhagen, Denmark	$216M	-$11.3M	1	3.32%	Reduced
171	DFO Duquesne Family Office New York	$214M	$0	1	5.26%	Maintained
172	Marsico Capital Management Denver, Colorado	$213M	-$3.2M	1	5.47%	Reduced
173	Public Employees Retirement Association of Colorado Denver, Colorado	$212M	-$39.1K	5	0.78%	Reduced
174	Flossbach Von Storch Cologne, Germany	$212M	+$108M	1	0.83%	Increased
175	ARK Investment Management St. Petersburg, Florida	$209M	+$9.96M	2	1.25%	Increased