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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
201	Crake Asset Management London, United Kingdom	$49M	$0	1	1.83%	Maintained
202	Cookson Peirce & Co Pittsburgh, Pennsylvania	$48.6M	+$799K	1	3.3%	Increased
203	Pzena Investment Management New York	$48.3M	-$6.79M	1	0.23%	Reduced
204	DVF Discovery Value Fund Singapore	$47.7M	+$41.5M	1	1.12%	New
205	Granahan Investment Management Waltham, Massachusetts	$47.5M	+$32.2M	2	1.07%	Increased
206	Meitav Investment House Bene-Beraq, Israel	$46.2M	+$1.47M	3	1.81%	Increased
207	Capital International Los Angeles, California	$45.4M	-$1.6M	1	2.65%	Reduced
208	Aviva London, United Kingdom	$44.8M	-$2.64M	1	0.23%	Reduced
209	LCP LGT Capital Partners Pfaeffikon, Switzerland	$44.6M	-$2.92M	1	1.54%	Reduced
210	Ensign Peak Advisors Salt Lake City, Utah	$44.4M	+$3.26M	4	0.1%	Increased
211	JP Morgan Private Wealth Advisors San Francisco, California	$44.2M	-$775K	3	0.14%	Reduced
212	HA HHLR Advisors Grand Cayman, Cayman Islands	$43.7M	$0	1	0.35%	Maintained
213	TWI Thomas White International Chicago, Illinois	$43.7M	-$484K	1	6.82%	Reduced
214	Oaktree Capital Management Los Angeles, California	$43.5M	-$203M	1	0.75%	Reduced
215	Calamos Advisors Naperville, Illinois	$43.2M	-$7.39M	1	0.25%	Reduced
216	Rubric Capital Management (New York) New York	$42.8M	+$17.2M	1	3.14%	Increased
217	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$42.7M	-$55M	6	0.04%	Reduced
218	RAA RWC Asset Advisors Miami, Florida	$42.3M	+$36.8M	1	2.38%	New
219	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$42.1M	-$39.4M	2	0.26%	Reduced
220	CIBC World Market Toronto, Ontario, Canada	$41.7M	+$3.77M	1	0.13%	Increased
221	AR Advisory Research Chicago, Illinois	$41.4M	+$8.47M	1	3.04%	Increased
222	Comerica Bank Dallas, Texas	$41.1M	+$398K	5	0.26%	Increased
223	Cooke & Bieler Philadelphia, Pennsylvania	$40.9M	-$2.21M	1	0.45%	Reduced
224	Peregrine Capital Management Minneapolis, Minnesota	$39.8M	+$5.87M	2	0.76%	Increased
225	Legal & General Group London, United Kingdom	$39.8M	-$16.8M	6	0.02%	Reduced