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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
176	Cetera Investment Advisers Schaumburg, Illinois	$382M	+$10.7M	6	0.35%	Increased
177	Credit Agricole Montrouge Cedex, France	$376M	+$8.87M	5	0.76%	Increased
178	Vontobel Holding Zurich, Switzerland	$371M	-$141M	3	1.18%	Reduced
179	Thornburg Investment Management Santa Fe, New Mexico	$365M	+$25.8M	1	3.49%	Increased
180	Westfield Capital Management Boston, Massachusetts	$357M	-$705K	2	1.17%	Reduced
181	Wasatch Advisors Salt Lake City, Utah	$352M	-$122M	2	2.3%	Reduced
182	Harvard Management Company Boston, Massachusetts	$350M	+$18.4M	1	8.2%	Increased
183	Canoe Financial Calgary, Alberta, Canada	$344M	-$58.5M	1	4.26%	Reduced
184	EARNEST Partners Atlanta, Georgia	$344M	-$57.4M	3	1.24%	Reduced
185	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$344M	+$51.7M	6	0.18%	Increased
186	Maverick Capital Dallas, Texas	$343M	-$210M	6	3.03%	Reduced
187	Longview Partners St Peter Port, Guernsey	$337M	-$58.3M	1	5.48%	Reduced
188	Locust Wood Capital Advisers New York	$337M	-$18.7M	1	8.12%	Reduced
189	Cerity Partners New York	$334M	+$4.84M	6	0.4%	Increased
190	Public Employees Retirement Association of Colorado Denver, Colorado	$333M	-$23M	5	1.15%	Reduced
191	Acadian Asset Management Boston, Massachusetts	$331M	-$134M	7	0.39%	Reduced
192	Loomis, Sayles & Company Boston, Massachusetts	$328M	-$51.6M	3	0.41%	Reduced
193	DnB Asset Management Oslo, Norway	$328M	+$182M	4	0.92%	Increased
194	SG Americas Securities New York	$326M	+$170M	6	0.18%	Increased
195	AGF Management Toronto, Ontario, Canada	$321M	+$75.3M	3	1.25%	Increased
196	BAMCO Inc New York	$319M	+$12.8M	1	0.48%	Increased
197	PCM Prime Capital Management Hong Kong	$317M	$0	1	25.32%	Maintained
198	Alphinity Investment Management Sydney, Australia	$316M	-$111M	1	5.27%	Reduced
199	MIM Meridiem Investment Management London, United Kingdom	$316M	-$24.6M	1	8.48%	Reduced
200	AIM Allen Investment Management New York	$307M	+$124M	1	3.64%	Increased