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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	Schonfeld Strategic Advisors New York	$95.4M	-$12.2M	6	0.55%	Reduced
227	AG Avala Global New York	$94.5M	+$16.9M	1	5.88%	Increased
228	CIBC Private Wealth Group Atlanta, Georgia	$93.8M	+$2.6M	6	0.17%	Increased
229	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$93M	+$13.9M	1	4.21%	Increased
230	Union Bancaire Privee Geneva 1, Switzerland	$91.8M	+$89.5M	2	1.6%	New
231	SG Americas Securities New York	$91.8M	-$31.5M	4	0.38%	Reduced
232	Montrusco Bolton Investments Montreal, Quebec, Canada	$91.7M	+$80.4M	1	1.11%	Increased
233	Dorsal Capital Management Redwood City, California	$88.9M	+$87.1M	1	2.1%	New
234	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$88.4M	-$6.66M	1	1.94%	Reduced
235	DJE Kapital 82049 Pullach, Germany	$88.3M	+$86.1M	2	2.07%	New
236	FFM FengHe Fund Management Singapore	$88.3M	+$1.63M	1	26.05%	Increased
237	Congress Asset Management Boston, Massachusetts	$88.3M	-$106M	2	0.6%	Reduced
238	BCAM Boston Common Asset Management Boston, Massachusetts	$86.8M	-$15.4M	1	2.53%	Reduced
239	BCM Brown Capital Management Baltimore, Maryland	$86.5M	+$84.2M	1	2.01%	New
240	Aberdeen Group Edinburgh, United Kingdom	$86M	+$25M	3	0.16%	Increased
241	TCIM TOMS Capital Investment Management New York	$85.9M	-$46.3M	1	3.13%	Reduced
242	Harvard Management Company Boston, Massachusetts	$85.9M	-$10.5M	1	5.08%	Reduced
243	NONA Ninety One North America New York	$85.7M	+$16.2M	2	5.31%	Increased
244	Copeland Capital Management Conshohocken, Pennsylvania	$84.8M	+$16M	2	1.58%	Increased
245	AssetMark Inc Concord, California	$84.7M	+$16.2M	6	0.23%	Increased
246	US Bancorp Minneapolis, Minnesota	$84.7M	+$2.33M	8	0.11%	Increased
247	Truist Financial Charlotte, North Carolina	$83.9M	+$1.64M	3	0.13%	Increased
248	AQR Capital Management Greenwich, Connecticut	$83.8M	-$37.8M	6	0.11%	Reduced
249	Oversea-Chinese Banking Corp (OCBC) Singapore	$82.4M	-$15.6M	2	2.31%	Reduced
250	TIAM TT International Asset Management London, United Kingdom	$80.5M	+$52.5M	1	11.61%	Increased