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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	FFM Fullerton Fund Management Singapore	$116M	+$108M	1	4.04%	Increased
202	Bank Julius Baer & Co Zurich, Switzerland	$115M	+$99.1M	2	0.36%	Increased
203	TD Asset Management Toronto, Ontario, Canada	$115M	-$11.4M	3	0.1%	Reduced
204	Clark Capital Management Group Philadelphia, Pennsylvania	$115M	+$369K	1	0.8%	Increased
205	Aviva London, United Kingdom	$112M	-$1.19M	2	0.29%	Reduced
206	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$108M	+$20.6M	3	0.45%	Increased
207	Two Sigma Investments New York	$107M	-$175M	5	0.23%	Reduced
208	Bessemer Group Woodbridge, New Jersey	$107M	+$71.8M	5	0.17%	Increased
209	Cerity Partners New York	$105M	-$4.06M	4	0.23%	Reduced
210	Squarepoint New York	$105M	+$17M	5	0.1%	Increased
211	SCGE Management Menlo Park, California	$105M	$0	1	1.95%	Maintained
212	Creative Planning Overland Park, Kansas	$105M	-$2.76M	8	0.1%	Reduced
213	Aspex Management (HK) Central, Hong Kong	$105M	+$103M	1	2.84%	New
214	Capital International Inc Los Angeles, California	$105M	-$12.1M	1	1.23%	Reduced
215	Causeway Capital Management Los Angeles, California	$104M	+$41.2K	1	2.38%	Increased
216	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$104M	-$793K	3	0.07%	Reduced
217	Cullen Capital Management New York	$104M	-$934K	2	1.21%	Reduced
218	Phoenix Financial Givatayim, Israel	$102M	+$904K	2	1.39%	Increased
219	NOSC North of South Capital London, United Kingdom	$102M	+$13.6M	1	12.39%	Increased
220	ACM Analog Century Management New York	$100M	+$2.6M	1	6.69%	Increased
221	Altimeter Capital Management Boston, Massachusetts	$99.6M	-$2.89M	1	1.8%	Reduced
222	Epoch Investment Partners New York	$99.4M	-$17M	2	0.48%	Reduced
223	Cetera Investment Advisers Schaumburg, Illinois	$99.3M	+$5.5M	4	0.21%	Increased
224	Cookson Peirce & Co Pittsburgh, Pennsylvania	$96.1M	+$15.3M	1	4.36%	Increased
225	Parnassus Investments San Francisco, California	$96M	+$200K	1	0.21%	Increased