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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	Quilter Plc London, United Kingdom	$72.6M	+$14M	1	2.3%	Increased
177	Jane Street New York	$72.2M	+$10M	3	0.04%	Increased
178	NPIC Neumeier Poma Investment Counsel Carmel, California	$72M	-$7.51M	1	4.32%	Reduced
179	CIBC Asset Management Toronto, Ontario, Canada	$70.4M	-$13M	3	0.3%	Reduced
180	Barings Charlotte, North Carolina	$70.4M	-$25.2M	1	1.74%	Reduced
181	Cambiar Investors Denver, Colorado	$70.4M	-$32.9M	1	2.45%	Reduced
182	Assenagon Asset Management Senningerberg, Luxembourg	$70.1M	+$53.4M	3	0.28%	Increased
183	WAM WT Asset Management Hong Kong	$69.6M	-$64.7M	1	11.7%	Reduced
184	HighTower Advisors Chicago, Illinois	$69.5M	+$4.21M	4	0.22%	Increased
185	Nordea Investment Management Stockholm, Sweden	$68.6M	-$11.8M	2	0.1%	Reduced
186	Cornerstone Investment Partners Atlanta, Georgia	$67.8M	-$14.1M	3	3.64%	Reduced
187	Pendal Group Sydney, Australia	$65.5M	-$11.8M	1	0.64%	Reduced
188	MSL Mackay Shields LLC New York	$65M	+$5.35M	2	0.47%	Increased
189	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$64.5M	-$305M	1	0.04%	Reduced
190	BCAM Boston Common Asset Management Boston, Massachusetts	$63.4M	-$16K	1	4%	Reduced
191	ACI AMP Capital Investors Sydney, Australia	$61.6M	-$2.42M	3	0.31%	Reduced
192	TU TDAM USA Toronto, Ontario, Canada	$61.4M	-$1.96M	1	3.73%	Reduced
193	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$60.7M	+$57.8M	2	0.15%	Increased
194	FC Franchise Capital Grand Cayman, Cayman Islands	$60.6M	+$63.5M	1	5.99%	New
195	US Bancorp Minneapolis, Minnesota	$60.3M	-$1.99M	7	0.12%	Reduced
196	Robeco Schweiz Zurich, Switzerland	$60.2M	+$22.8M	2	0.92%	Increased
197	Truist Financial Charlotte, North Carolina	$59.4M	+$4.45M	2	0.1%	Increased
198	SIM SW Investment Management Telluride, Colorado	$59.2M	+$51.3M	2	27.73%	New
199	B. Metzler seel. Sohn & Co Frankfurt, Germany	$57.5M	-$169K	2	0.94%	Reduced
200	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$57.2M	-$10.6M	4	0.32%	Reduced