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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	Optiver Holding Amsterdam, Netherlands	$41.7M	+$32.6M	1	0.03%	Increased
227	Candriam SCA Strassen, Luxembourg, Luxembourg	$41.5M	+$2.07M	1	0.29%	Increased
228	Oversea-Chinese Banking Corp (OCBC) Singapore	$41.5M	-$1.83M	2	1.87%	Reduced
229	Two Sigma Advisers New York	$41.4M	+$9.78M	7	0.11%	Increased
230	Walleye Trading New York	$41.3M	+$42M	5	0.11%	Increased
231	BCAM Boston Common Asset Management Boston, Massachusetts	$40.8M	+$2.43M	1	0.97%	Increased
232	TPC Tiger Pacific Capital New York	$40.8M	+$44.4M	1	10.63%	New
233	Varma Mutual Pension Insurance Co Helsinki, Finland	$40.8M	-$946K	1	0.49%	Reduced
234	DCM Divisar Capital Management San Francisco, California	$40.7M	+$145K	2	8.9%	Increased
235	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$40.4M	-$4.11M	2	0.1%	Reduced
236	Truist Financial Charlotte, North Carolina	$40.2M	+$449K	4	0.07%	Increased
237	Eagle Asset Management St Petersburg, Florida	$39.9M	+$16.4M	3	0.24%	Increased
238	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$39.9M	-$5.09M	6	0.41%	Reduced
239	Two Sigma Investments New York	$39.4M	+$9.48M	6	0.11%	Increased
240	HM Payson & Co Portland, Maine	$39.1M	+$559K	2	0.92%	Increased
241	Corient Private Wealth Miami, Florida	$38.9M	+$1.33M	4	0.09%	Increased
242	Guinness Asset Management London, United Kingdom	$38.7M	+$2.11M	1	0.89%	Increased
243	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$38.6M	-$1.66M	3	0.41%	Reduced
244	PC Port Capital Chicago, Illinois	$37.9M	-$2.64M	1	2.36%	Reduced
245	Westfield Capital Management Boston, Massachusetts	$35.8M	-$10.4M	2	0.24%	Reduced
246	F FIFTHDELTA London, United Kingdom	$35.6M	+$38.7M	1	4.94%	New
247	Walleye Capital New York	$35.5M	+$30.1M	5	0.09%	Increased
248	US Bancorp Minneapolis, Minnesota	$35.4M	-$973K	7	0.06%	Reduced
249	Phoenix Financial Givatayim, Israel	$34.6M	-$89.9M	2	0.63%	Reduced
250	Raymond James Financial Services Advisors St. Petersburg, Florida	$34.4M	-$1.73M	3	0.06%	Reduced