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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	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$31.6M	+$3.2M	1	1.31%	Increased
177	Paradigm Capital Management Inc Albany, New York	$31.6M	+$24.3M	2	2.44%	Increased
178	United Capital Financial Advisors Irving, Texas	$31.6M	+$564K	2	0.2%	Increased
179	TWI Thomas White International Chicago, Illinois	$31.3M	-$666K	1	5.24%	Reduced
180	Two Sigma Advisers New York	$30.4M	-$23.9M	5	0.07%	Reduced
181	Thornburg Investment Management Santa Fe, New Mexico	$30.1M	+$4.18M	1	0.29%	Increased
182	Munro Partners Melbourne, Australia	$28.3M	-$3.53M	1	4%	Reduced
183	Impax Asset Management Group London, United Kingdom	$27.8M	+$2.51M	1	0.31%	Increased
184	MSL Mackay Shields LLC New York	$27.6M	-$296K	2	0.19%	Reduced
185	Capital International Los Angeles, California	$26.9M	+$2.13M	1	2.84%	Increased
186	DP Dundas Partners Edinburgh, United Kingdom	$26.5M	$0	1	6.01%	Maintained
187	HSBC Holdings London, United Kingdom	$25.9M	-$5.35M	4	0.05%	Reduced
188	Oppenheimer Asset Management New York	$25.7M	-$1.61M	2	0.54%	Reduced
189	Peregrine Capital Management Minneapolis, Minnesota	$25.6M	-$186K	2	0.65%	Reduced
190	VIMU Veritas Investment Management (UK) London, United Kingdom	$25.1M	-$1.99M	1	6.31%	Reduced
191	Balyasny Asset Management Chicago, Illinois	$24.8M	+$12.1M	2	0.15%	Increased
192	ICOM Investment Counselors of Maryland Baltimore, Maryland	$24.7M	+$23M	1	1.06%	New
193	Marshall Wace London, United Kingdom	$24.7M	+$10.4M	4	0.17%	Increased
194	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$23.9M	-$2.5M	4	0.26%	Reduced
195	Jennison Associates New York	$23.1M	+$19.5M	2	0.02%	Increased
196	HighTower Advisors Chicago, Illinois	$22.7M	+$417K	4	0.13%	Increased
197	PFM Parsec Financial Management Asheville, North Carolina	$22.2M	-$4.44M	1	1.3%	Reduced
198	MCM Matarin Capital Management New York	$22M	-$8.35M	2	2.1%	Reduced
199	PNC Financial Services Group Pittsburgh, Pennsylvania	$21.9M	-$709K	6	0.02%	Reduced
200	California Public Employees Retirement System Sacramento, California	$21.7M	+$4.98M	5	0.02%	Increased