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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
251	Brown Advisory Baltimore, Maryland	$9.14M	+$786K	1	0.03%	Increased
252	Covington Capital Management Los Angeles, California	$9.01M	+$256	1	0.6%	Increased
253	SFM Signet Financial Management Parsippany, New Jersey	$9M	+$109K	1	1.76%	Increased
254	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$8.92M	-$80.1K	1	1.23%	Reduced
255	DnB Asset Management Oslo, Norway	$8.77M	-$1.74M	2	0.12%	Reduced
256	PCM Penn Capital Management Philadelphia, Pennsylvania	$8.6M	-$8.87M	1	0.63%	Reduced
257	ACM Ativo Capital Management Chicago, Illinois	$8.49M	-$2.34M	3	2.28%	Reduced
258	Legal & General Group London, United Kingdom	$8.47M	-$300K	7	0.01%	Reduced
259	LG Leuthold Group Minneapolis, Minnesota	$8.46M	-$89.7K	3	0.85%	Reduced
260	GH GAM Holding Zurich, Switzerland	$8.3M	-$18.1M	1	0.35%	Reduced
261	MAM Majedie Asset Management London, United Kingdom	$8.26M	-$54.8K	1	0.67%	Reduced
262	OAM Oxford Asset Management Oxford, United Kingdom	$8.25M	+$808K	4	0.16%	Increased
263	CAM Cortina Asset Management Milwaukee, Wisconsin	$8.13M	-$66.6K	1	0.33%	Reduced
264	MFWM Motley Fool Wealth Management Alexandria, Virginia	$7.87M	+$206K	1	0.67%	Increased
265	JP Morgan Private Wealth Advisors San Francisco, California	$7.8M	+$149K	2	0.06%	Increased
266	SIM Spark Investment Management New York	$7.75M	-$1.59M	3	0.42%	Reduced
267	Swiss National Bank Zurich, Switzerland	$7.65M	+$75.1K	4	0.01%	Increased
268	Fifth Third Bancorp Cincinnati, Ohio	$7.44M	+$396K	2	0.05%	Increased
269	Truist Financial Charlotte, North Carolina	$7.25M	-$176K	1	0.14%	Reduced
270	CFSG Community Financial Services Group Newport, Vermont	$7.24M	+$7.05K	1	2.96%	Increased
271	First Eagle Investment Management New York	$6.95M	+$875K	1	0.02%	Increased
272	UBS O'Connor Chicago, Illinois	$6.93M	-$5M	1	0.1%	Reduced
273	AG Ashmore Group London, United Kingdom	$6.92M	+$6.73M	1	3.2%	New
274	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$6.86M	$0	1	0.46%	Maintained
275	SR Sloane Robinson London, United Kingdom	$6.8M	+$1.17M	1	3.04%	Increased