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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	J. Safra Sarasin Holding	$84.9M	+$22.1M	2	1.47%	Increased
227	Harvard Management Company Boston, Massachusetts	$84.9M	-$10.6M	1	4.88%	Reduced
228	Squarepoint New York	$84.4M	+$16.9M	5	0.13%	Increased
229	Parnassus Investments San Francisco, California	$84.3M	+$547K	1	0.18%	Increased
230	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$83.7M	+$2.49M	1	1.98%	Increased
231	Cetera Investment Advisers Schaumburg, Illinois	$83M	+$3.47M	5	0.18%	Increased
232	Liontrust Investment Partners London, United Kingdom	$81.1M	$0	3	1.15%	Maintained
233	Magellan Asset Management Sydney, Australia	$78M	+$9.84M	1	0.78%	Increased
234	PEAK6 Investments Chicago, Illinois	$77.9M	-$25.5M	5	0.17%	Reduced
235	NOSC North of South Capital London, United Kingdom	$77.5M	-$15.1M	1	11.75%	Reduced
236	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$76.7M	-$372K	3	0.41%	Reduced
237	CIBC Private Wealth Group Atlanta, Georgia	$76.4M	+$2.43M	7	0.14%	Increased
238	FFM FengHe Fund Management Singapore	$76.2M	-$348M	1	22.52%	Reduced
239	Ruffer LLP London, United Kingdom	$75.9M	-$26.3M	1	2.39%	Reduced
240	BWC Blue Whale Capital London, United Kingdom	$74.2M	+$72.8M	1	5.78%	New
241	Corient Private Wealth Miami, Florida	$74.1M	-$626K	4	0.12%	Reduced
242	O'Shaughnessy Asset Management Stamford, Connecticut	$74.1M	-$1.15M	7	0.66%	Reduced
243	US Bancorp Minneapolis, Minnesota	$73.5M	-$3.88M	8	0.09%	Reduced
244	Truist Financial Charlotte, North Carolina	$72.4M	-$14M	3	0.11%	Reduced
245	MML Investors Services Springfield, Massachusetts	$72.2M	+$8.35M	4	0.26%	Increased
246	Raymond James Financial Services Advisors St. Petersburg, Florida	$72.1M	-$11.9M	3	0.1%	Reduced
247	Crossmark Global Holdings Houston, Texas	$71.5M	-$14.3M	3	1.28%	Reduced
248	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$70.8M	+$51.1K	2	1.22%	Increased
249	Cookson Peirce & Co Pittsburgh, Pennsylvania	$70.7M	+$14.8M	1	3.32%	Increased
250	Appaloosa LP Short Hills, New Jersey	$69.5M	-$10.2M	1	1.03%	Reduced