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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	CIBC Asset Management Toronto, Ontario, Canada	$81.1M	+$4.8M	3	0.3%	Increased
177	TIAM TT International Asset Management London, United Kingdom	$80.6M	-$18M	2	5.37%	Reduced
178	HSBC Holdings London, United Kingdom	$79.2M	-$23.7M	5	0.07%	Reduced
179	KCMH Keywise Capital Management (HK) Hong Kong	$78.9M	-$56.2K	1	39.97%	Reduced
180	HighTower Advisors Chicago, Illinois	$78.6M	+$5.88M	4	0.17%	Increased
181	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$77.4M	+$14.3M	3	2.33%	Increased
182	VI Versor Investments New York	$76.8M	+$20.3M	4	2.32%	Increased
183	LCP LGT Capital Partners Pfaeffikon, Switzerland	$76.3M	+$5.14M	1	2.03%	Increased
184	Mackenzie Financial Toronto Ontario, Ontario, Canada	$76.1M	-$4.09M	4	0.1%	Reduced
185	Victory Capital Management San Antonio, Texas	$75.4M	+$57M	5	0.07%	Increased
186	BCAM Boston Common Asset Management Boston, Massachusetts	$74.9M	+$5.57M	1	3.03%	Increased
187	Cambiar Investors Denver, Colorado	$74.4M	+$11.2M	1	2.56%	Increased
188	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$74.4M	+$21.3M	2	1.89%	Increased
189	Cullen Capital Management New York	$74.3M	-$39.7K	2	0.7%	Reduced
190	TimesSquare Capital Management New York	$71.6M	-$31.5M	1	0.63%	Reduced
191	LFDLE La Financiere de L'Echiquier Paris, France	$71.1M	+$3.15M	1	2.4%	Increased
192	Waverton Investment Management London, United Kingdom	$71M	+$12.9M	1	2.25%	Increased
193	Fred Alger Management New York	$69.6M	-$76.2M	1	0.17%	Reduced
194	Capital International Sarl Los Angeles, California	$69.5M	+$36.9M	2	3.32%	Increased
195	Magnetar Financial Evanston, Illinois	$68.4M	-$342K	1	0.69%	Reduced
196	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$68.2M	+$20.4M	3	0.33%	Increased
197	Truist Financial Charlotte, North Carolina	$63.8M	+$1.83M	3	0.1%	Increased
198	Stephens Investment Management Group Houston, Texas	$63.5M	+$278K	2	0.82%	Increased
199	Granahan Investment Management Waltham, Massachusetts	$60.6M	-$12.6M	2	1.25%	Reduced
200	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$60.2M	+$3.9M	1	8.03%	Increased