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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	Phoenix Financial Givatayim, Israel	$39.3M	-$7.79M	2	1.05%	Reduced
227	FA Friess Associates Greenville, Delaware	$38.6M	+$32.2M	2	2.85%	Increased
228	Zurich Cantonal Bank Zurich, Switzerland	$38.6M	+$5.85M	6	0.23%	Increased
229	AAM Anglepoint Asset Management George Town, Cayman Islands	$38.6M	+$33.5M	1	1.1%	New
230	CAM ClariVest Asset Management San Diego, California	$38.4M	-$5.54M	3	1.31%	Reduced
231	SCM Sandler Capital Management New York	$37.6M	+$1.2M	1	4.4%	Increased
232	Jupiter Asset Management London, United Kingdom	$37.2M	-$11.9M	2	0.38%	Reduced
233	AFG American Financial Group Cincinnati, Ohio	$37.1M	$0	1	4.79%	Maintained
234	CCP Clough Capital Partners Boston, Massachusetts	$36.9M	$0	1	2.62%	Maintained
235	GH GAM Holding Zurich, Switzerland	$36.8M	+$8.96M	1	2.18%	Increased
236	NC Noked Capital Tel Aviv, Israel	$36.7M	+$31.2M	2	15.12%	New
237	NI Noked Israel Ramat Hasharon, Israel	$36.7M	+$31.2M	2	15.12%	New
238	Marshall Wace Asia Central, Hong Kong	$36.7M	+$10.1M	2	0.66%	Increased
239	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$36M	-$18.1M	2	1.13%	Reduced
240	M&T Bank Buffalo, New York	$35.8M	-$1.55M	3	0.16%	Reduced
241	Rockefeller Capital Management New York	$35.7M	+$5.69M	3	0.27%	Increased
242	FRI FountainCap Research & Investment Hong Kong, China	$35.4M	-$626K	1	21.74%	Reduced
243	Trillium Asset Management Boston, Massachusetts	$35.1M	+$8.33M	1	1.26%	Increased
244	VIMU Veritas Investment Management (UK) London, United Kingdom	$35M	-$980K	1	6.74%	Reduced
245	VOYA Investment Management Atlanta, Georgia	$34M	-$1.52M	5	0.07%	Reduced
246	Wolverine Trading Chicago, Illinois	$33.6M	+$9.98M	1	0.05%	Increased
247	Capital International Sarl Los Angeles, California	$33.2M	-$1.52M	1	3.47%	Reduced
248	SG Americas Securities New York	$32.9M	+$17.1M	6	0.18%	Increased
249	Polar Capital Holdings London, United Kingdom	$32.6M	+$29.4M	2	0.2%	New
250	ARGA Investment Management Stamford, Connecticut	$32.6M	-$30.2M	1	2.01%	Reduced