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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	Whale Rock Capital Management Boston, Massachusetts	$180M	-$39.3M	1	2.3%	Reduced
202	Cerity Partners New York	$180M	+$428K	6	0.26%	Increased
203	Carrhae Capital London, United Kingdom	$179M	+$115M	1	6.77%	Increased
204	AustralianSuper Melbourne, Australia	$178M	-$13.6M	1	0.83%	Reduced
205	CIBC Private Wealth Group Atlanta, Georgia	$178M	+$5.92M	6	0.3%	Increased
206	Samlyn Capital New York	$177M	+$171M	1	2.82%	New
207	AEGON Asset Management (UK) Edinburgh, United Kingdom	$175M	-$5.24M	1	2.08%	Reduced
208	Union Bancaire Privee Geneva 1, Switzerland	$173M	+$1.47M	1	2.05%	Increased
209	SL Summitry LLC Foster City, California	$172M	-$6.71M	2	7.18%	Reduced
210	Quilter Plc London, United Kingdom	$172M	-$10.8M	1	2.89%	Reduced
211	AssetMark Inc Concord, California	$170M	+$12.1M	7	0.35%	Increased
212	LSV Asset Management Chicago, Illinois	$169M	-$42.7M	4	0.37%	Reduced
213	Norges Bank Oslo, Norway	$168M	+$152M	4	0.02%	New
214	Vident Advisory Alpharetta, Georgia	$167M	+$14.3M	7	1.52%	Increased
215	DFO Duquesne Family Office New York	$165M	-$65.1M	1	3.67%	Reduced
216	LBP AM Paris, France	$165M	-$4.9M	1	1.91%	Reduced
217	Cullen Capital Management New York	$163M	-$4.06M	2	1.78%	Reduced
218	B. Metzler seel. Sohn & Co Frankfurt, Germany	$162M	+$7.44M	2	1.41%	Increased
219	MC Metropolis Capital Amersham, United Kingdom	$161M	-$37.4M	1	5.14%	Reduced
220	Causeway Capital Management Los Angeles, California	$156M	+$1.16M	1	2.14%	Increased
221	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$155M	+$49.3M	5	0.1%	Increased
222	SRS Investment Management New York	$155M	-$83.4M	1	1.63%	Reduced
223	Bank Julius Baer & Co Zurich, Switzerland	$154M	+$40.2M	1	0.42%	Increased
224	Quadrature Capital London, United Kingdom	$150M	+$145M	1	1.53%	New
225	Epoch Investment Partners New York	$150M	-$15.2M	1	0.85%	Reduced