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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	Candriam SCA Strassen, Luxembourg, Luxembourg	$48.6M	-$13.2M	3	0.4%	Reduced
202	TimesSquare Capital Management New York	$47.9M	+$1.01M	1	0.67%	Increased
203	Magnetar Financial Evanston, Illinois	$47.8M	-$3.69M	1	0.49%	Reduced
204	Old Mission Capital Chicago, Illinois	$45.7M	-$945K	1	1.28%	Reduced
205	Mackenzie Financial Toronto Ontario, Ontario, Canada	$45.1M	+$5.31M	3	0.07%	Increased
206	Stephens Investment Management Group Houston, Texas	$44.8M	+$363K	2	0.83%	Increased
207	CIBC World Market Toronto, Ontario, Canada	$44.2M	+$3.06M	1	0.16%	Increased
208	Jupiter Asset Management London, United Kingdom	$42.7M	+$8.43M	2	0.6%	Increased
209	Handelsbanken Fonder Stockholm, Sweden	$42.6M	-$23.9M	5	0.28%	Reduced
210	Crossmark Global Holdings Houston, Texas	$42.3M	+$2.1M	5	1.1%	Increased
211	SL Summitry LLC Foster City, California	$42.2M	-$1M	1	3.08%	Reduced
212	Meitav Investment House Bene-Beraq, Israel	$41.6M	-$26.7M	2	0.71%	Reduced
213	DSM Capital Partners Palm Beach Gardens, Florida	$41.5M	-$26.9M	1	0.7%	Reduced
214	TPI Tesco Pension Investment London, United Kingdom	$40.9M	-$45.2M	1	2.38%	Reduced
215	Cullen Capital Management New York	$40.6M	-$5.09M	2	0.41%	Reduced
216	Nomura Holdings Tokyo, Japan	$40.2M	+$6.38M	1	0.14%	Increased
217	NP NS Partners London, United Kingdom	$40.1M	+$7.66M	1	2.43%	Increased
218	Copeland Capital Management Conshohocken, Pennsylvania	$39.8M	-$87.2K	1	1.26%	Reduced
219	MS Mizuho Securities Tokyo, Japan	$39.5M	+$4.78M	1	7.6%	Increased
220	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$38.5M	+$3.16M	4	0.43%	Increased
221	Wasatch Advisors Salt Lake City, Utah	$38.5M	-$4.65M	2	0.24%	Reduced
222	LPL Financial San Diego, California	$38M	-$4.52M	5	0.04%	Reduced
223	US Bancorp Minneapolis, Minnesota	$37.8M	-$1.68M	7	0.07%	Reduced
224	Truist Financial Charlotte, North Carolina	$37.5M	-$4.94M	3	0.07%	Reduced
225	Cubist Systematic Strategies Stamford, Connecticut	$37M	+$22.1M	7	0.23%	Increased