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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	ICOM Investment Counselors of Maryland Baltimore, Maryland	$45.6M	+$4.1M	2	2.04%	Increased
177	WAM WT Asset Management Hong Kong	$45.1M	+$23M	1	10.64%	Increased
178	ACI AMP Capital Investors Sydney, Australia	$44.1M	-$8.88M	4	0.26%	Reduced
179	US Bancorp Minneapolis, Minnesota	$42.9M	-$4.84M	7	0.1%	Reduced
180	Paradigm Capital Management Inc Albany, New York	$42.6M	+$15.1M	3	3.58%	Increased
181	HighTower Advisors Chicago, Illinois	$41.8M	+$4.92M	3	0.2%	Increased
182	Pzena Investment Management New York	$41.7M	-$5.94M	1	0.26%	Reduced
183	Legal & General Group London, United Kingdom	$41.6M	+$16.5M	6	0.02%	Increased
184	BNP Paribas Financial Markets Paris, France	$40.9M	+$7.25M	4	0.06%	Increased
185	Vaughan Nelson Investment Management Houston, Texas	$40.4M	+$4.45M	1	0.56%	Increased
186	Bessemer Group Woodbridge, New Jersey	$40.2M	+$33.8M	2	0.12%	Increased
187	Rafferty Asset Management New York	$40.2M	-$8.73M	1	0.49%	Reduced
188	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$40.1M	+$381K	2	1.5%	Increased
189	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$39.9M	-$4.27M	1	8.22%	Reduced
190	Crossmark Global Holdings Houston, Texas	$39.7M	-$10.6M	3	1.11%	Reduced
191	BCAM Boston Common Asset Management Boston, Massachusetts	$39.7M	+$762K	1	3.77%	Increased
192	Clark Capital Management Group Philadelphia, Pennsylvania	$39.1M	-$1.54M	1	0.74%	Reduced
193	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$39M	+$21.1M	4	0.54%	Increased
194	Simplex Trading Chicago, Illinois	$38.8M	+$27.8M	4	0.05%	Increased
195	Verition Fund Management Greenwich, Connecticut	$38.6M	+$35.4M	1	0.77%	Increased
196	Calamos Advisors Naperville, Illinois	$38.5M	-$885K	1	0.25%	Reduced
197	Varma Mutual Pension Insurance Co Helsinki, Finland	$38.1M	+$7.6M	1	1.06%	Increased
198	Jupiter Asset Management London, United Kingdom	$37.9M	+$31.2M	1	0.4%	Increased
199	Millennium Management New York	$37.9M	-$30.1M	7	0.05%	Reduced
200	AIM Anatole Investment Management Central, Hong Kong	$37.8M	+$39.9M	1	10.15%	New