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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	Vident Advisory Alpharetta, Georgia	$137M	+$10.9M	6	1.31%	Increased
227	Cullen Capital Management New York	$132M	+$4.24M	2	1.45%	Increased
228	Royce & Associates New York	$132M	+$5.7M	5	1.32%	Increased
229	Cookson Peirce & Co Pittsburgh, Pennsylvania	$131M	-$2.16M	1	5.36%	Reduced
230	AGF Management Toronto, Ontario, Canada	$130M	+$2.78M	1	0.57%	Increased
231	SCM Steadfast Capital Management New York	$128M	+$1.96M	1	2.23%	Increased
232	NOSC North of South Capital London, United Kingdom	$127M	+$2.63M	1	12.25%	Increased
233	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$127M	-$1.35M	2	2.54%	Reduced
234	Clark Capital Management Group Philadelphia, Pennsylvania	$127M	+$1.71M	1	0.8%	Increased
235	SCGE Management Menlo Park, California	$127M	-$25.2M	1	2.47%	Reduced
236	WAM WT Asset Management Hong Kong	$126M	-$184M	1	5.8%	Reduced
237	Advent International Boston, Massachusetts	$125M	+$46.8M	1	2.52%	Increased
238	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$122M	-$18.3M	1	0.07%	Reduced
239	MML Investors Services Springfield, Massachusetts	$122M	-$5.3M	3	0.32%	Reduced
240	BCM Brown Capital Management Baltimore, Maryland	$121M	+$1.24M	1	5%	Increased
241	Truist Financial Charlotte, North Carolina	$121M	+$2.43M	3	0.16%	Increased
242	Marshall Wace London, United Kingdom	$121M	+$4.33M	4	0.12%	Increased
243	Commonwealth Equity Services Waltham, Massachusetts	$116M	-$5.18M	5	0.15%	Reduced
244	Y.D. More Investments Ramat Gan, Israel	$114M	+$12.9M	3	6.44%	Increased
245	BCAM Boston Common Asset Management Boston, Massachusetts	$114M	-$11M	1	3.18%	Reduced
246	Chicago Capital Chicago, Illinois	$111M	-$688K	1	2.72%	Reduced
247	AG Avala Global New York	$110M	-$22.2M	1	4.56%	Reduced
248	US Bancorp Minneapolis, Minnesota	$110M	+$2.14M	8	0.13%	Increased
249	Alpha Cubed Investments Irvine, California	$110M	-$2.2M	1	3.82%	Reduced
250	Parnassus Investments San Francisco, California	$110M	-$15.9M	1	0.25%	Reduced