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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	AssetMark Inc Concord, California	$193M	+$4.33M	7	0.39%	Increased
202	Truist Financial Charlotte, North Carolina	$193M	+$45.3M	4	0.26%	Increased
203	XN LP New York	$193M	-$83.5M	1	7.09%	Reduced
204	Handelsbanken Fonder Stockholm, Sweden	$191M	-$24.3M	5	0.64%	Reduced
205	Union Bancaire Privee Geneva 1, Switzerland	$189M	+$4.48M	1	2.63%	Increased
206	Carrhae Capital London, United Kingdom	$189M	-$10.2M	1	5.66%	Reduced
207	SL Summitry LLC Foster City, California	$180M	-$12M	2	6.35%	Reduced
208	AEGON Asset Management (UK) Edinburgh, United Kingdom	$180M	-$14.2M	1	2.38%	Reduced
209	Soros Fund Management New York	$178M	+$60.4M	2	1.95%	Increased
210	Vident Advisory Alpharetta, Georgia	$177M	-$12M	6	1.51%	Reduced
211	E Fund Management Guangzhou, China	$177M	+$181M	2	5.27%	New
212	Liontrust Investment Partners London, United Kingdom	$176M	+$123M	1	3%	Increased
213	Intermede Investment Partners London, United Kingdom	$173M	-$54.5M	1	8.02%	Reduced
214	Walleye Trading New York	$173M	+$172M	4	0.29%	Increased
215	Vaughan Nelson Investment Management Houston, Texas	$172M	-$72.3M	1	1.73%	Reduced
216	SRS Investment Management New York	$172M	+$464K	1	1.82%	Increased
217	Aviva London, United Kingdom	$172M	-$55.5M	3	0.29%	Reduced
218	Vanguard Fiduciary Trust Malvern, Pennsylvania	$172M	+$170M	5	0.04%	New
219	Causeway Capital Management Los Angeles, California	$172M	-$1.12M	1	2.11%	Reduced
220	LBP AM Paris, France	$170M	-$13.2M	1	2.32%	Reduced
221	B. Metzler seel. Sohn & Co Frankfurt, Germany	$170M	-$12.3M	2	1.58%	Reduced
222	Y.D. More Investments Ramat Gan, Israel	$169M	+$30.4M	2	6.64%	Increased
223	Clark Capital Management Group Philadelphia, Pennsylvania	$168M	+$13.6M	1	1.04%	Increased
224	DFO Duquesne Family Office New York	$167M	-$16.5M	1	4.96%	Reduced
225	Epoch Investment Partners New York	$167M	+$386K	1	1.01%	Increased