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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	BCAM Boston Common Asset Management Boston, Massachusetts	$96.6M	-$5.15M	1	2.48%	Reduced
202	Harvard Management Company Boston, Massachusetts	$95.8M	+$52.9M	1	5.77%	Increased
203	Perpetual Ltd Sydney, New South Wales, Australia	$93.4M	-$18.1M	2	1.01%	Reduced
204	NOSC North of South Capital London, United Kingdom	$92.9M	+$81.1M	1	24.05%	New
205	Westwood Holdings Group Dallas, Texas	$91.4M	-$2.68M	2	0.43%	Reduced
206	E Fund Management Guangzhou, China	$90.5M	-$20.8M	3	5%	Reduced
207	Creative Planning Overland Park, Kansas	$89.7M	+$6.99M	6	0.1%	Increased
208	Crossmark Global Holdings Houston, Texas	$88.7M	-$7.73M	5	1.7%	Reduced
209	Causeway Capital Management Los Angeles, California	$87.9M	+$2.52M	1	2.4%	Increased
210	AC Albar Capital London, United Kingdom	$87.7M	-$23.1M	1	13.36%	Reduced
211	HM HCEP Management Hong Kong	$86.9M	-$53.1M	1	23.31%	Reduced
212	Truist Financial Charlotte, North Carolina	$86.8M	+$3.8M	5	0.13%	Increased
213	FFM Fullerton Fund Management Singapore	$85.4M	-$17.5M	1	3.83%	Reduced
214	Maverick Capital Dallas, Texas	$85M	-$2.48M	1	1.61%	Reduced
215	Cerity Partners New York	$84.7M	-$1.63M	4	0.22%	Reduced
216	Raymond James Financial Services Advisors St. Petersburg, Florida	$84.3M	+$12.6M	4	0.12%	Increased
217	Parnassus Investments San Francisco, California	$83.8M	+$146K	1	0.18%	Increased
218	Oversea-Chinese Banking Corp (OCBC) Singapore	$82.2M	-$1.52M	2	2.42%	Reduced
219	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$81.3M	+$6.89M	1	1.98%	Increased
220	Nomura Holdings Tokyo, Japan	$81.2M	-$18.8M	2	0.16%	Reduced
221	Liontrust Investment Partners London, United Kingdom	$81.1M	-$31.9M	3	1.15%	Reduced
222	AG Avala Global New York	$80.6M	+$3.85M	1	5.87%	Increased
223	Phoenix Financial Givatayim, Israel	$80.6M	-$7.12M	2	1.23%	Reduced
224	D.E. Shaw & Co New York	$80.1M	-$10.4M	5	0.08%	Reduced
225	Cetera Investment Advisers Schaumburg, Illinois	$80M	+$9.7M	6	0.18%	Increased