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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	AG Avala Global New York	$50.8M	+$49M	1	8.3%	New
202	E Fund Management Guangzhou, China	$50.7M	+$10.1M	1	3.7%	Increased
203	Hardman Johnston Global Advisors Stamford, Connecticut	$50.5M	-$3.9M	1	1.65%	Reduced
204	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$50.1M	-$3.91M	2	0.12%	Reduced
205	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$49.6M	+$25.9M	4	0.55%	Increased
206	LPL Financial San Diego, California	$49.5M	+$616K	5	0.04%	Increased
207	MC Metropolis Capital Amersham, United Kingdom	$49.3M	+$47.6M	1	2.08%	New
208	National Bank of Canada Montreal, Quebec, Canada	$48.6M	-$33.1M	3	0.12%	Reduced
209	Bessemer Group Woodbridge, New Jersey	$48.3M	-$162K	4	0.11%	Reduced
210	OAM Origin Asset Management London, United Kingdom	$47.8M	-$449K	1	14%	Reduced
211	BP Bandera Partners New York	$47.6M	$0	1	19.56%	Maintained
212	Wasatch Advisors Salt Lake City, Utah	$47M	-$248K	2	0.29%	Reduced
213	LFDLE La Financiere de L'Echiquier Paris, France	$47M	-$339K	1	2.46%	Reduced
214	Rockefeller Capital Management New York	$46.9M	+$2.66M	1	0.2%	Increased
215	KC KCL Capital New York	$46.5M	+$18M	1	6.22%	Increased
216	Oversea-Chinese Banking Corp (OCBC) Singapore	$46.4M	-$5.49M	2	2.31%	Reduced
217	AMF Tjänstepension Stockholm, Sweden	$45.7M	+$12.6M	1	0.47%	Increased
218	Pacer Advisors Malvern, Pennsylvania	$45.6M	+$5.02M	3	0.2%	Increased
219	Alyeska Investment Group Chicago, Illinois	$45M	+$43.4M	1	0.39%	New
220	Congress Asset Management Boston, Massachusetts	$44.9M	+$1.28M	2	0.42%	Increased
221	ABN AMRO Bank Amsterdam, Netherlands	$44.7M	+$43M	1	1%	New
222	Westwood Holdings Group Dallas, Texas	$43M	+$6.49M	3	0.39%	Increased
223	Group One Trading Chicago, Illinois	$42.3M	-$6.48M	5	0.15%	Reduced
224	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$42.2M	+$15M	4	0.41%	Increased
225	Two Sigma Advisers New York	$42.1M	-$383M	7	0.11%	Reduced