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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	Hardman Johnston Global Advisors Stamford, Connecticut	$44.3M	-$2.39M	1	1.99%	Reduced
177	DnB Asset Management Oslo, Norway	$44.1M	+$2.77M	1	0.34%	Increased
178	BCAM Boston Common Asset Management Boston, Massachusetts	$44M	-$613K	1	2.3%	Reduced
179	OAM Origin Asset Management London, United Kingdom	$43.8M	-$1.14M	1	17.82%	Reduced
180	Aviva London, United Kingdom	$43.4M	+$15.1M	3	0.25%	Increased
181	SL Summitry LLC Foster City, California	$42.7M	+$8.78M	1	3.22%	Increased
182	Select Equity Group New York	$42.6M	-$13.7M	1	0.15%	Reduced
183	Crossmark Global Holdings Houston, Texas	$42.1M	+$7.31M	4	1.17%	Increased
184	Robeco Schweiz Zurich, Switzerland	$41.9M	-$35M	1	0.81%	Reduced
185	Laurion Capital Management New York	$41.5M	+$50M	1	0.24%	New
186	Quilter Plc London, United Kingdom	$41.4M	-$7.41M	1	1.48%	Reduced
187	Stephens Investment Management Group Houston, Texas	$41M	-$145K	2	0.78%	Reduced
188	MICM Matthews International Capital Management San Francisco, California	$40.8M	-$6.53M	1	5.93%	Reduced
189	TimesSquare Capital Management New York	$40M	-$4.59M	1	0.56%	Reduced
190	Waverton Investment Management London, United Kingdom	$39.8M	-$5.88M	1	1.63%	Reduced
191	JHP James Hambro & Partners London, United Kingdom	$39M	-$11.4M	1	3.41%	Reduced
192	LFDLE La Financiere de L'Echiquier Paris, France	$38.8M	-$4.5M	1	2.46%	Reduced
193	Handelsbanken Fonder Stockholm, Sweden	$38.6M	+$3.31M	5	0.26%	Increased
194	Meitav Investment House Bene-Beraq, Israel	$38.1M	+$371K	2	0.67%	Increased
195	Rockefeller Capital Management New York	$37.9M	+$16M	5	0.2%	Increased
196	DCM Divisar Capital Management San Francisco, California	$37.5M	+$5.58M	3	11.03%	Increased
197	Cullen Capital Management New York	$37.4M	-$157K	2	0.4%	Reduced
198	Allianz Asset Management Munich, Germany	$37.4M	-$194M	5	0.08%	Reduced
199	Jupiter Asset Management London, United Kingdom	$37.1M	+$313K	2	0.57%	Increased
200	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$36.6M	-$17.1M	2	0.1%	Reduced