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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	DZ Bank Frankfurt Am Main, Germany	$17.2M	-$3.23M	1	0.05%	Reduced
227	NP NS Partners London, United Kingdom	$16.5M	-$6.86M	1	1.32%	Reduced
228	Rafferty Asset Management New York	$16.2M	+$764K	1	0.25%	Increased
229	ZDA Zweig-DiMenna Associates New York	$16.1M	+$4.35M	1	1.61%	Increased
230	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$16.1M	-$7.23M	1	2.75%	Reduced
231	Mariner Overland Park, Kansas	$15.9M	+$126K	2	0.17%	Increased
232	Cullen Capital Management New York	$15.8M	-$1.08M	2	0.62%	Reduced
233	FRI FountainCap Research & Investment Hong Kong, China	$15.8M	+$14.4M	1	11.24%	New
234	CIBC Asset Management Toronto, Ontario, Canada	$15.6M	+$4.68M	1	0.09%	Increased
235	DWM Doyle Wealth Management St. Petersburg, Florida	$15.5M	+$459K	1	1.94%	Increased
236	AL AJO LP Philadelphia, Pennsylvania	$15.4M	+$12.3M	2	0.09%	Increased
237	Palisade Capital Management Fort Lee, New Jersey	$15.1M	+$14M	1	0.43%	New
238	Ensign Peak Advisors Salt Lake City, Utah	$15M	+$13.8M	3	0.04%	New
239	PPCM Pillar Pacific Capital Management Pacifica, California	$14.8M	+$38.8K	1	1.52%	Increased
240	RhumbLine Advisers Boston, Massachusetts	$14.8M	+$3.46M	5	0.02%	Increased
241	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$14.5M	+$2.81M	3	0.09%	Increased
242	TCM Tributary Capital Management Omaha, Nebraska	$14.4M	-$236K	1	1.01%	Reduced
243	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$14.4M	+$2.39M	1	0.08%	Increased
244	MTC McDaniel Terry & Co Austin, Texas	$14.4M	+$506K	1	2.14%	Increased
245	QS Investors New York	$14.3M	+$1.72M	5	0.14%	Increased
246	SCM Schneider Capital Management Berwyn, Pennsylvania	$14.2M	-$101K	1	3.66%	Reduced
247	Cookson Peirce & Co Pittsburgh, Pennsylvania	$14.2M	+$13M	1	1.25%	New
248	Rockefeller Capital Management New York	$14.1M	-$516K	3	0.18%	Reduced
249	MFAM Motley Fool Asset Management Alexandria, Virginia	$14.1M	$0	1	1.51%	Maintained
250	Advisors Asset Management Monument, Colorado	$13.9M	-$2.48M	4	0.24%	Reduced