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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	LPL Financial San Diego, California	$59.3M	+$4.65M	5	0.04%	Increased
202	Aviva London, United Kingdom	$58.8M	+$18.9M	3	0.24%	Increased
203	RAM RWC Asset Management London, United Kingdom	$58.5M	-$63.7M	1	2.82%	Reduced
204	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$58.1M	+$493K	1	1.05%	Increased
205	Voyager Global Management New York	$58M	+$53.5M	1	2.82%	New
206	MICM Matthews International Capital Management San Francisco, California	$57.3M	+$13.7M	1	6.71%	Increased
207	Allianz Asset Management Munich, Germany	$55.3M	-$9.97M	5	0.1%	Reduced
208	Handelsbanken Fonder Stockholm, Sweden	$55.1M	-$15.2M	5	0.3%	Reduced
209	Robeco Institutional Asset Management Rotterdam, Netherlands	$54.2M	-$6.15M	4	0.14%	Reduced
210	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$54M	-$7.91M	1	7.43%	Reduced
211	Twin Tree Management Dallas, Texas	$53.3M	+$45.3M	2	0.08%	Increased
212	National Bank of Canada Montreal, Quebec, Canada	$52.6M	-$771K	3	0.1%	Reduced
213	OAM Origin Asset Management London, United Kingdom	$52.4M	+$558K	1	20.55%	Increased
214	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$51.9M	-$1.88M	5	0.51%	Reduced
215	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$51.4M	-$2.72M	2	0.12%	Reduced
216	Hardman Johnston Global Advisors Stamford, Connecticut	$50.7M	-$3.78M	1	1.64%	Reduced
217	Rubric Capital Management (New York) New York	$50.6M	$0	1	2.16%	Maintained
218	PCM Palestra Capital Management New York	$50.4M	+$46.5M	1	2.49%	New
219	Carrhae Capital London, United Kingdom	$50.2M	+$16.4M	1	22.14%	Increased
220	Oversea-Chinese Banking Corp (OCBC) Singapore	$50.1M	-$257K	2	2.4%	Reduced
221	Wasatch Advisors Salt Lake City, Utah	$50M	-$4.24M	2	0.3%	Reduced
222	Rockefeller Capital Management New York	$49.9M	-$895K	1	0.19%	Reduced
223	Clark Capital Management Group Philadelphia, Pennsylvania	$49.1M	-$33.4M	1	0.44%	Reduced
224	DFO Duquesne Family Office New York	$49.1M	-$8.6M	1	1.71%	Reduced
225	TC Tairen Capital Hong Kong	$49M	+$45.2M	1	1.54%	New