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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	Federated Hermes Pittsburgh, Pennsylvania	$13M	+$1.07M	3	0.04%	Increased
227	GI Glovista Investments Jersey City, New Jersey	$12.7M	+$2.08M	1	2.81%	Increased
228	FP Foundry Partners Minneapolis, Minnesota	$12.5M	+$786K	3	0.53%	Increased
229	VCM Vigilant Capital Management Portland, Maine	$12.4M	-$385K	1	1.76%	Reduced
230	State of Wisconsin Investment Board Madison, Wisconsin	$12.4M	$0	2	0.04%	Maintained
231	SI Sensato Investors San Francisco, California	$12.3M	-$3.55M	1	1.91%	Reduced
232	Capital International Sarl Los Angeles, California	$12.3M	+$74.1K	1	1.18%	Increased
233	Rothschild & Co Asset Management US Stamford, Connecticut	$12.3M	-$281K	1	0.14%	Reduced
234	ZAM Zevin Asset Management Boston, Massachusetts	$12.2M	-$1.24M	1	3.17%	Reduced
235	Generation Investment Management London, United Kingdom	$12.2M	-$302K	1	0.12%	Reduced
236	BNP Paribas Financial Markets Paris, France	$11.9M	-$6.08M	6	0.02%	Reduced
237	MSR Main Street Research Lakeville, Connecticut	$11.9M	+$11.8M	1	1.88%	New
238	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.8M	-$167K	1	0.2%	Reduced
239	Teachers Advisors New York	$11.8M	-$26.1M	3	0.02%	Reduced
240	Citadel Advisors Miami, Florida	$11.7M	-$8.76M	7	0.01%	Reduced
241	DG Delek Group Herzliya, Israel	$11.5M	+$160K	1	0.59%	Increased
242	Covington Capital Management Los Angeles, California	$11.5M	+$973K	1	0.76%	Increased
243	Profund Advisors Bethesda, Maryland	$11.3M	-$1.19M	3	0.45%	Reduced
244	Westwood Global Investments Boston, Massachusetts	$11M	$0	1	0.7%	Maintained
245	Zurich Cantonal Bank Zurich, Switzerland	$11M	+$998K	5	0.1%	Increased
246	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11M	-$227K	1	2.14%	Reduced
247	PPCM Pillar Pacific Capital Management Pacifica, California	$10.9M	+$233K	1	1.3%	Increased
248	MFAM Motley Fool Asset Management Alexandria, Virginia	$10.8M	+$10.8M	1	1.52%	New
249	FBC Fairfield, Bush & Co Darien, Connecticut	$10.8M	-$1.98M	1	3.13%	Reduced
250	Bailard Foster City, California	$10.7M	+$3.69M	2	0.68%	Increased