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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	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$31.1M	+$543K	1	7.35%	Increased
177	Bank of Montreal Toronto, Ontario, Canada	$30.7M	-$625K	6	0.03%	Reduced
178	LCP LGT Capital Partners Pfaeffikon, Switzerland	$30M	+$13.9M	1	1.49%	Increased
179	TC Tairen Capital Hong Kong	$29.7M	-$33.4M	1	2.22%	Reduced
180	HSBC Holdings London, United Kingdom	$29.7M	+$6.37M	3	0.06%	Increased
181	TWI Thomas White International Chicago, Illinois	$29.2M	-$1.45M	1	5.79%	Reduced
182	LFDLE La Financiere de L'Echiquier Paris, France	$28.9M	+$21.5M	1	2.3%	Increased
183	Fred Alger Management New York	$28.7M	+$25.5M	1	0.09%	Increased
184	Clark Capital Management Group Philadelphia, Pennsylvania	$28.5M	+$26.5M	1	0.53%	New
185	Peregrine Capital Management Minneapolis, Minnesota	$28.5M	+$5.87M	3	0.81%	Increased
186	Aviva London, United Kingdom	$28.2M	+$15.1M	1	0.18%	Increased
187	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$28.2M	-$3.24M	1	1.28%	Reduced
188	Todd Asset Management Louisville, Kentucky	$27.9M	-$331K	1	0.88%	Reduced
189	Putnam Investments Boston, Massachusetts	$27.6M	+$2.96M	1	0.06%	Increased
190	Calamos Advisors Naperville, Illinois	$27.6M	+$1.84M	1	0.2%	Increased
191	BCAM Boston Common Asset Management Boston, Massachusetts	$27.2M	+$629K	1	2.91%	Increased
192	Phoenix Financial Givatayim, Israel	$27.2M	+$1.01M	2	1.15%	Increased
193	AFG American Financial Group Cincinnati, Ohio	$26.2M	+$8.45M	1	3.51%	Increased
194	United Capital Financial Advisors Irving, Texas	$26.2M	-$891K	2	0.19%	Reduced
195	Fort Washington Investment Advisors Cincinnati, Ohio	$25.8M	+$5.33M	2	0.29%	Increased
196	HighTower Advisors Chicago, Illinois	$25.8M	-$290K	3	0.14%	Reduced
197	NPIC Neumeier Poma Investment Counsel Carmel, California	$25.7M	+$4.07M	1	2.31%	Increased
198	Jacobs Levy Equity Management Florham Park, New Jersey	$25.5M	+$15.4M	3	0.28%	Increased
199	Crake Asset Management London, United Kingdom	$25.5M	+$7.79M	1	2.5%	Increased
200	DP Dundas Partners Edinburgh, United Kingdom	$25.2M	-$373K	1	5.51%	Reduced