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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	DFO Duquesne Family Office New York	$99.4M	+$95.5M	1	3.25%	Increased
202	Union Bancaire Privee Geneva 1, Switzerland	$99.3M	+$28M	2	1.91%	Increased
203	RhumbLine Advisers Boston, Massachusetts	$97.9M	-$11.5M	7	0.09%	Reduced
204	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$96.6M	+$97M	5	0.21%	Increased
205	Clark Capital Management Group Philadelphia, Pennsylvania	$96.6M	+$214K	1	0.69%	Increased
206	LCP LGT Capital Partners Pfaeffikon, Switzerland	$96.5M	-$23.1M	1	4.29%	Reduced
207	Norges Bank Oslo, Norway	$96.3M	-$699K	5	0.01%	Reduced
208	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$92.4M	-$80.5M	2	0.86%	Reduced
209	AQR Capital Management Greenwich, Connecticut	$92.3M	+$36.5M	6	0.1%	Increased
210	Sustainable Growth Advisers Stamford, Connecticut	$92.1M	+$58.1M	1	0.51%	Increased
211	Creative Planning Overland Park, Kansas	$91.4M	+$4.62M	7	0.09%	Increased
212	AEGON Asset Management (UK) Edinburgh, United Kingdom	$91.4M	-$8.07M	1	1.33%	Reduced
213	Bahl & Gaynor Cincinnati, Ohio	$89.1M	+$72.1M	1	0.45%	Increased
214	AG Avala Global New York	$88.5M	+$10.7M	1	6.04%	Increased
215	ACM Analog Century Management New York	$87.9M	+$4.39M	1	7.12%	Increased
216	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$87.8M	+$34.4M	1	0.38%	Increased
217	Altshuler Shaham Tel Aviv, Israel	$87.4M	+$100M	2	2.12%	Increased
218	Montrusco Bolton Investments Montreal, Quebec, Canada	$87.4M	+$13.5M	1	1.15%	Increased
219	SG Americas Securities New York	$87.2M	+$13.2M	4	0.29%	Increased
220	Whale Rock Capital Management Boston, Massachusetts	$87.1M	+$53.4M	1	1.51%	Increased
221	Aviva London, United Kingdom	$87.1M	-$8.15M	2	0.21%	Reduced
222	Cetera Investment Advisers Schaumburg, Illinois	$86.7M	+$3.89M	4	0.17%	Increased
223	Danica Pension Livsforsikrings Copenhagen V,	$86.6M	+$34.7M	1	1.71%	Increased
224	Causeway Capital Management Los Angeles, California	$86.3M	-$1.83M	1	1.8%	Reduced
225	TD Asset Management Toronto, Ontario, Canada	$85.8M	-$12.5M	2	0.08%	Reduced