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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	Capital International Sarl Los Angeles, California	$19M	+$3.26M	1	2.53%	Increased
227	Mariner Overland Park, Kansas	$18.6M	+$2.44M	2	0.19%	Increased
228	Kennedy Capital Management St Louis, Missouri	$18.4M	+$12.3M	1	0.53%	Increased
229	SC Shellback Capital Boston, Massachusetts	$18.4M	+$13.5M	1	1.92%	Increased
230	JCM Janney Capital Management Pittsburgh, Pennsylvania	$18.4M	+$5.58M	1	1.27%	Increased
231	RhumbLine Advisers Boston, Massachusetts	$18M	+$4.1M	6	0.03%	Increased
232	MBA Maple-Brown Abbott Barangaroo, Australia	$17.8M	-$15M	1	1.39%	Reduced
233	Covington Capital Management Los Angeles, California	$17.7M	+$572K	1	0.98%	Increased
234	GH GAM Holding Zurich, Switzerland	$17.1M	-$3.26M	1	1.06%	Reduced
235	FRI FountainCap Research & Investment Hong Kong, China	$17M	+$254K	1	10.38%	Increased
236	MTC McDaniel Terry & Co Austin, Texas	$16.2M	-$604K	1	2.47%	Reduced
237	Ensign Peak Advisors Salt Lake City, Utah	$16.2M	+$2.5M	4	0.04%	Increased
238	NP NS Partners London, United Kingdom	$16.2M	+$3.11M	1	1.2%	Increased
239	DCM Divisar Capital Management San Francisco, California	$16.2M	+$2.49M	1	4.67%	Increased
240	Palisade Capital Management Fort Lee, New Jersey	$16M	+$72.4K	1	0.51%	Increased
241	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$16M	+$14.9M	1	4.22%	New
242	M&G Investment Management London, United Kingdom	$16M	+$1.66M	1	0.17%	Increased
243	PFM Parsec Financial Management Asheville, North Carolina	$15.8M	-$1.82M	1	1.01%	Reduced
244	CIBC World Market Toronto, Ontario, Canada	$15.5M	-$484K	1	0.07%	Reduced
245	Artemis Investment Management Edinburgh, United Kingdom	$15.3M	+$13.5M	1	0.21%	Increased
246	Zurich Cantonal Bank Zurich, Switzerland	$15.3M	-$710K	5	0.13%	Reduced
247	TCM Tributary Capital Management Omaha, Nebraska	$15.1M	+$1.01M	1	1.29%	Increased
248	DWM Doyle Wealth Management St. Petersburg, Florida	$15.1M	-$41.4K	1	1.98%	Reduced
249	Capital Fund Management (CFM) Paris, France	$14.9M	+$12.7M	2	0.24%	Increased
250	Bridgeway Capital Management Houston, Texas	$14.7M	+$374K	3	0.3%	Increased