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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
226	DM Delphi Management Brookline, Massachusetts	$9.97M	+$7.61M	2	1.32%	Increased
227	Stifel Financial St. Louis, Missouri	$9.92M	+$603K	2	0.05%	Increased
228	DAM Deltec Asset Management New York	$9.66M	-$11.8K	1	2.1%	Reduced
229	BCM Breithorn Capital Management New York	$9.58M	-$21.7K	1	5.97%	Reduced
230	GCP GSA Capital Partners London, United Kingdom	$9.55M	+$6.15M	4	0.38%	Increased
231	Jacobs Levy Equity Management Florham Park, New Jersey	$9.54M	+$8.43M	3	0.16%	Increased
232	Panagora Asset Management Boston, Massachusetts	$9.54M	+$2M	5	0.05%	Increased
233	Jane Street New York	$9.41M	+$9.26M	2	0.07%	Increased
234	LG Leuthold Group Minneapolis, Minnesota	$8.78M	-$45.2K	3	0.82%	Reduced
235	Baird Milwaukee, Wisconsin	$8.71M	+$440K	1	0.09%	Increased
236	MSR Main Street Research Lakeville, Connecticut	$8.38M	+$202K	1	1.8%	Increased
237	NONA Ninety One North America New York	$8.3M	+$316K	1	2.58%	Increased
238	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.2M	+$3.84M	2	1.58%	Increased
239	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$8.16M	-$5.78M	1	1.49%	Reduced
240	MFAM Motley Fool Asset Management Alexandria, Virginia	$8M	$0	1	1.41%	Maintained
241	M&T Bank Buffalo, New York	$7.91M	+$179K	4	0.05%	Increased
242	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.88M	+$6.1M	5	0.09%	Increased
243	SG Americas Securities New York	$7.6M	+$3.93M	2	0.05%	Increased
244	ICP Indus Capital Partners New York	$7.55M	-$358K	1	1.49%	Reduced
245	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.49M	-$356K	2	0.09%	Reduced
246	Victory Capital Management San Antonio, Texas	$7.46M	-$1.23M	1	0.03%	Reduced
247	TC TFS Capital West Chester, Pennsylvania	$7.42M	-$6.16M	2	0.73%	Reduced
248	Trillium Asset Management Boston, Massachusetts	$7.3M	-$947K	1	0.47%	Reduced
249	ANI American National Insurance Galveston, Texas	$7.24M	$0	2	0.43%	Maintained
250	HCM Hollencrest Capital Management Newport Beach, California	$7.22M	+$2.21K	1	0.96%	Increased