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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	Granahan Investment Management Waltham, Massachusetts	$74.7M	-$71.6M	2	1.39%	Reduced
177	Handelsbanken Fonder Stockholm, Sweden	$73.4M	-$10.3M	5	0.38%	Reduced
178	HighTower Advisors Chicago, Illinois	$73.2M	+$2.6M	4	0.21%	Increased
179	Robeco Schweiz Zurich, Switzerland	$72.2M	+$5.15M	2	1.01%	Increased
180	ICOM Investment Counselors of Maryland Baltimore, Maryland	$71.6M	-$36M	1	1.64%	Reduced
181	Pendal Group Sydney, Australia	$67.2M	+$588K	1	0.62%	Increased
182	Cornerstone Investment Partners Atlanta, Georgia	$66.4M	-$2.48M	4	3.47%	Reduced
183	Clark Capital Management Group Philadelphia, Pennsylvania	$66.2M	+$8.05M	2	0.93%	Increased
184	BCAM Boston Common Asset Management Boston, Massachusetts	$65.7M	+$1.34M	1	2.83%	Increased
185	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$64.9M	-$16.2M	2	0.32%	Reduced
186	PEAK6 Investments Chicago, Illinois	$64.9M	-$29M	5	0.15%	Reduced
187	Clal Insurance Tel-Aviv, Israel	$64.1M	+$21.5M	2	0.73%	Increased
188	Cambiar Investors Denver, Colorado	$64M	-$7.29M	1	2.06%	Reduced
189	SIM SW Investment Management Telluride, Colorado	$62M	$0	2	23.73%	Maintained
190	Mirae Asset Global Investments Seoul, South Korea	$61.7M	-$19.7M	1	0.17%	Reduced
191	FC Franchise Capital Grand Cayman, Cayman Islands	$61.6M	$0	1	5.33%	Maintained
192	TU TDAM USA Toronto, Ontario, Canada	$60.2M	-$372K	1	3.72%	Reduced
193	LCP LGT Capital Partners Pfaeffikon, Switzerland	$60.1M	+$11.4M	1	1.7%	Increased
194	Truist Financial Charlotte, North Carolina	$59.9M	-$403K	3	0.1%	Reduced
195	Select Equity Group New York	$59.1M	+$1.23M	1	0.2%	Increased
196	Cookson Peirce & Co Pittsburgh, Pennsylvania	$58.4M	+$2.89M	2	3.62%	Increased
197	US Bancorp Minneapolis, Minnesota	$58.4M	-$3.13M	7	0.11%	Reduced
198	Barings Charlotte, North Carolina	$58.1M	-$13M	1	1.34%	Reduced
199	LFDLE La Financiere de L'Echiquier Paris, France	$58.1M	+$20.6M	1	2.22%	Increased
200	Rockefeller Capital Management New York	$55.8M	+$4.47M	4	0.31%	Increased