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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	HCS Himension Capital (Singapore) Singapore	$83M	+$66.8M	1	6.22%	Increased
202	Quilter Plc London, United Kingdom	$82.7M	-$2.28M	1	1.96%	Reduced
203	FFM Fullerton Fund Management Singapore	$82.5M	+$75.3M	1	3.91%	New
204	Schonfeld Strategic Advisors New York	$80.8M	+$69.4M	5	0.54%	Increased
205	Nomura Holdings Tokyo, Japan	$80.5M	+$42.1M	1	0.2%	Increased
206	BCAM Boston Common Asset Management Boston, Massachusetts	$80.2M	+$17.4M	1	1.92%	Increased
207	Crossmark Global Holdings Houston, Texas	$79.8M	-$12.2M	5	1.53%	Reduced
208	TIAM TT International Asset Management London, United Kingdom	$76.7M	-$81.8M	4	7.1%	Reduced
209	Clark Capital Management Group Philadelphia, Pennsylvania	$76.5M	+$2.29M	1	0.57%	Increased
210	Hardman Johnston Global Advisors Stamford, Connecticut	$76.4M	+$12.8M	1	2.64%	Increased
211	Aviva London, United Kingdom	$76.3M	-$18.1M	2	0.25%	Reduced
212	Westwood Holdings Group Dallas, Texas	$74.9M	+$644K	2	0.59%	Increased
213	D.E. Shaw & Co New York	$74.9M	-$76.7M	3	0.06%	Reduced
214	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$74.1M	-$61.4M	2	1.44%	Reduced
215	Rockefeller Capital Management New York	$73.7M	+$5.07M	4	0.22%	Increased
216	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$72.2M	+$8.32M	1	3.09%	Increased
217	KCM Kensico Capital Management Greenwich, Connecticut	$72.1M	+$31.5M	1	2.37%	Increased
218	Rathbones Group Liverpool, United Kingdom	$71.1M	+$2.98M	1	0.41%	Increased
219	Aberdeen Group Edinburgh, United Kingdom	$70.9M	-$14.3M	2	0.14%	Reduced
220	CFM Coronation Fund Managers Cape Town, South Africa	$69.2M	-$6.74M	1	1.88%	Reduced
221	Phoenix Financial Givatayim, Israel	$68.8M	+$25.4M	2	0.95%	Increased
222	Maverick Capital Dallas, Texas	$68.8M	+$827K	2	1.29%	Increased
223	Cerity Partners New York	$68.7M	+$13.2M	4	0.18%	Increased
224	Appaloosa LP Short Hills, New Jersey	$68M	$0	1	1.01%	Maintained
225	Oribel Capital Management New York	$67.5M	+$34.9M	1	3.95%	Increased