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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	CCP Clough Capital Partners Boston, Massachusetts	$27.4M	+$14.3M	1	1.97%	Increased
227	Cooke & Bieler Philadelphia, Pennsylvania	$27.3M	+$30.4M	1	0.36%	New
228	Comerica Bank Dallas, Texas	$27.2M	-$490K	5	0.2%	Reduced
229	SCM Sandler Capital Management New York	$26.9M	+$12.6M	1	2.71%	Increased
230	VIMU Veritas Investment Management (UK) London, United Kingdom	$26.9M	-$5.25M	1	6.03%	Reduced
231	FRI FountainCap Research & Investment Hong Kong, China	$26.8M	+$2.37M	1	14.06%	Increased
232	PNC Financial Services Group Pittsburgh, Pennsylvania	$26.2M	-$3.13M	6	0.03%	Reduced
233	Voloridge Investment Management Jupiter, Florida	$26.1M	+$19.1M	1	0.22%	Increased
234	Capital International Sarl Los Angeles, California	$26M	-$1.12M	1	3.19%	Reduced
235	Mariner Overland Park, Kansas	$25.7M	+$980K	2	0.24%	Increased
236	Fort Washington Investment Advisors Cincinnati, Ohio	$25.1M	-$892K	2	0.27%	Reduced
237	VCM Vigilant Capital Management Portland, Maine	$25.1M	-$2.43M	2	2.75%	Reduced
238	JCM Janney Capital Management Pittsburgh, Pennsylvania	$24.7M	-$1.38M	1	1.69%	Reduced
239	Covington Capital Management Los Angeles, California	$24.3M	-$828K	1	1.21%	Reduced
240	CC Clearline Capital New York	$24.3M	+$5.85M	1	6.38%	Increased
241	Prudential Financial Newark, New Jersey	$24M	-$3.83M	5	0.04%	Reduced
242	Zurich Cantonal Bank Zurich, Switzerland	$23.6M	+$1.97M	5	0.17%	Increased
243	AR Advisory Research Chicago, Illinois	$23.6M	-$6.16M	1	2.3%	Reduced
244	M&G Investment Management London, United Kingdom	$23.5M	+$766K	1	0.23%	Increased
245	MTC McDaniel Terry & Co Austin, Texas	$23.1M	-$69.5K	1	3.27%	Reduced
246	NP NS Partners London, United Kingdom	$22.7M	-$334K	1	1.5%	Reduced
247	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$22.5M	+$5.32M	1	3.24%	Increased
248	VOYA Investment Management Atlanta, Georgia	$22.5M	+$4.56M	5	0.05%	Increased
249	Osaic Holdings Scottsdale, Arizona	$22.3M	+$4.92M	8	0.07%	Increased
250	Greenwoods Asset Management Grand Cayman, Cayman Islands	$22.2M	+$20.8M	1	0.71%	New