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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	Artemis Investment Management Edinburgh, United Kingdom	$66.9M	+$53.5M	2	0.84%	Increased
227	Causeway Capital Management Los Angeles, California	$66.6M	+$3.28M	1	1.74%	Increased
228	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$66M	-$6.21M	1	6.59%	Reduced
229	Oversea-Chinese Banking Corp (OCBC) Singapore	$66M	-$563K	2	1.97%	Reduced
230	TimesSquare Capital Management New York	$65.8M	-$152K	2	0.96%	Reduced
231	Parnassus Investments San Francisco, California	$65.4M	+$93.2K	1	0.14%	Increased
232	Creative Planning Overland Park, Kansas	$64.8M	+$4.25M	6	0.07%	Increased
233	Truist Financial Charlotte, North Carolina	$64.7M	+$1.5M	5	0.1%	Increased
234	TPC Tiger Pacific Capital New York	$64.6M	+$662K	1	15.01%	Increased
235	Guinness Asset Management London, United Kingdom	$64.2M	+$2.75M	1	1.34%	Increased
236	Carrhae Capital London, United Kingdom	$63.3M	-$385K	1	11.25%	Reduced
237	SFM Systematic Financial Management Teaneck, New Jersey	$62.9M	-$909K	3	1.76%	Reduced
238	Brandes Investment Partners La Jolla, California	$61.2M	-$7.86M	1	0.79%	Reduced
239	Copeland Capital Management Conshohocken, Pennsylvania	$60.3M	+$1.25M	1	1.1%	Increased
240	Allianz Asset Management Munich, Germany	$60.1M	-$8.16M	3	0.09%	Reduced
241	Corient Private Wealth Miami, Florida	$59.9M	-$687K	4	0.11%	Reduced
242	AG Avala Global New York	$59.6M	+$54.4M	1	4.36%	New
243	OAM Origin Asset Management London, United Kingdom	$59.2M	-$7.12M	1	16.31%	Reduced
244	Pictet Asset Management Carouge, Switzerland	$58.6M	-$80.8M	6	0.06%	Reduced
245	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$58.6M	-$2.53M	3	0.59%	Reduced
246	Simplex Trading Chicago, Illinois	$58.1M	+$27.4M	3	0.03%	Increased
247	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$57.4M	+$12.8M	1	1.49%	Increased
248	Wasatch Advisors Salt Lake City, Utah	$57.4M	-$1.13M	2	0.3%	Reduced
249	CIBC Private Wealth Group Atlanta, Georgia	$56.8M	+$386K	7	0.11%	Increased
250	US Bancorp Minneapolis, Minnesota	$56.3M	-$3.4M	7	0.08%	Reduced