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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	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$23.7M	-$36.3M	2	0.69%	Reduced
177	KC KCL Capital New York	$23.2M	+$21.3M	1	3.61%	New
178	Peregrine Capital Management Minneapolis, Minnesota	$22.8M	-$1.15M	2	0.62%	Reduced
179	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$22.5M	+$512K	1	1.09%	Increased
180	MSL Mackay Shields LLC New York	$22.5M	-$5.99M	4	0.14%	Reduced
181	AR Advisory Research Chicago, Illinois	$22.4M	-$589K	2	1.08%	Reduced
182	GW&K Investment Management Boston, Massachusetts	$22.2M	-$328K	1	0.31%	Reduced
183	Oppenheimer Asset Management New York	$22M	-$1.66M	2	0.49%	Reduced
184	VIMU Veritas Investment Management (UK) London, United Kingdom	$21.8M	-$129K	1	6.02%	Reduced
185	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$21.7M	+$5.08M	4	0.26%	Increased
186	PFM Parsec Financial Management Asheville, North Carolina	$21.7M	-$1.24M	1	1.36%	Reduced
187	Susquehanna International Group Bala Cynwyd, Pennsylvania	$21.4M	-$57.9M	5	0.01%	Reduced
188	DP Dundas Partners Edinburgh, United Kingdom	$21.2M	-$1.54M	1	5.29%	Reduced
189	Thornburg Investment Management Santa Fe, New Mexico	$20.5M	+$15.9M	1	0.2%	Increased
190	M Mirova Paris, France	$20.3M	-$14.5M	1	2.51%	Reduced
191	Impax Asset Management Group London, United Kingdom	$20.1M	+$903K	1	0.26%	Increased
192	Nuveen Charlotte, North Carolina	$19.9M	+$178K	5	0.01%	Increased
193	Employees Retirement System of Texas Austin, Texas	$19.8M	-$635K	2	0.31%	Reduced
194	Capital International Los Angeles, California	$19.7M	+$2.63M	1	2.98%	Increased
195	Hood River Capital Management Palm Beach Gardens, Florida	$19.6M	+$7.24M	2	1%	Increased
196	NP NS Partners London, United Kingdom	$19.2M	+$678K	1	1.73%	Increased
197	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$19.2M	-$270K	1	3.47%	Reduced
198	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$18.7M	$0	1	0.05%	Maintained
199	PNC Financial Services Group Pittsburgh, Pennsylvania	$18.2M	-$2.88M	6	0.02%	Reduced
200	Legal & General Group London, United Kingdom	$18M	+$2.76M	6	0.01%	Increased