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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	Schonfeld Strategic Advisors New York	$131M	+$67.4M	5	0.89%	Increased
202	Handelsbanken Fonder Stockholm, Sweden	$130M	+$23.3M	5	0.46%	Increased
203	Banque Pictet & Cie Geneva 73, Switzerland	$130M	-$7.85M	2	0.9%	Reduced
204	Cerity Partners New York	$129M	-$6.67M	4	0.23%	Reduced
205	Cetera Investment Advisers Schaumburg, Illinois	$127M	+$7.39M	5	0.21%	Increased
206	LBP AM Paris, France	$127M	-$33.2M	2	1.78%	Reduced
207	SCGE Management Menlo Park, California	$126M	-$45.4M	1	2.64%	Reduced
208	Bahl & Gaynor Cincinnati, Ohio	$125M	+$3.18M	1	0.64%	Increased
209	Sustainable Growth Advisers Stamford, Connecticut	$122M	-$2.86M	1	0.63%	Reduced
210	RhumbLine Advisers Boston, Massachusetts	$119M	+$125K	7	0.1%	Increased
211	BWC Blue Whale Capital London, United Kingdom	$119M	+$10.2M	1	7.77%	Increased
212	Paradigm Capital Management Inc Albany, New York	$118M	+$844K	2	5.76%	Increased
213	Aberdeen Group Edinburgh, United Kingdom	$118M	+$9.27M	3	0.2%	Increased
214	Causeway Capital Management Los Angeles, California	$117M	-$339K	1	1.86%	Reduced
215	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$116M	+$588K	3	0.07%	Increased
216	Charles Schwab San Francisco, California	$115M	+$2.47M	4	0.02%	Increased
217	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$115M	-$7.73M	2	0.91%	Reduced
218	AssetMark Inc Concord, California	$112M	+$13.9M	7	0.26%	Increased
219	Cullen Capital Management New York	$111M	+$23.2M	2	1.26%	Increased
220	AG Avala Global New York	$110M	-$8.7M	1	5.74%	Reduced
221	Geneva Capital Management Milwaukee, Wisconsin	$109M	+$7.08M	1	1.83%	Increased
222	Pictet Asset Management Carouge, Switzerland	$108M	+$21.6M	6	0.11%	Increased
223	Cookson Peirce & Co Pittsburgh, Pennsylvania	$108M	-$1.45M	1	4.75%	Reduced
224	Bank Julius Baer & Co Zurich, Switzerland	$106M	-$3.07M	1	0.31%	Reduced
225	B. Metzler seel. Sohn & Co Frankfurt, Germany	$106M	+$13.4M	2	1.01%	Increased