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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	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$9.59M	-$1.59M	1	0.72%	Reduced
252	SCM Somerset Capital Management London, United Kingdom	$9.56M	+$9.77M	1	1.93%	New
253	Covington Capital Management Los Angeles, California	$9.52M	+$12.6K	1	0.59%	Increased
254	Zurich Cantonal Bank Zurich, Switzerland	$9.11M	+$3.82M	5	0.08%	Increased
255	SFM Signet Financial Management Parsippany, New Jersey	$8.92M	-$594K	1	1.66%	Reduced
256	Cambiar Investors Denver, Colorado	$8.86M	-$1.64M	2	0.14%	Reduced
257	Freestone Capital Holdings Seattle, Washington	$8.84M	-$2.11M	1	0.61%	Reduced
258	LG Leuthold Group Minneapolis, Minnesota	$8.83M	-$251K	3	0.88%	Reduced
259	MAM Majedie Asset Management London, United Kingdom	$8.66M	-$55.1K	1	0.73%	Reduced
260	PHS Pekin Hardy Strauss Chicago, Illinois	$8.65M	-$1.42M	1	1.58%	Reduced
261	Brandywine Global Investment Management Philadelphia, Pennsylvania	$8.63M	+$9.18M	1	0.05%	New
262	QS Investors New York	$8.58M	-$1.34M	5	0.08%	Reduced
263	Legal & General Group London, United Kingdom	$8.39M	-$102K	6	0.01%	Reduced
264	JP Morgan Private Wealth Advisors San Francisco, California	$8.36M	+$109K	2	0.06%	Increased
265	Fifth Third Bancorp Cincinnati, Ohio	$8.3M	+$410K	3	0.06%	Increased
266	Swiss National Bank Zurich, Switzerland	$7.83M	+$179K	4	0.01%	Increased
267	LPL Financial San Diego, California	$7.82M	+$1.95M	2	0.02%	Increased
268	Mutual of America Capital Management New York	$7.82M	+$2.41M	1	0.12%	Increased
269	SIM Spark Investment Management New York	$7.71M	-$213K	3	0.41%	Reduced
270	RhumbLine Advisers Boston, Massachusetts	$7.68M	+$1.16M	4	0.02%	Increased
271	CFSG Community Financial Services Group Newport, Vermont	$7.61M	-$36.5K	1	2.95%	Reduced
272	Truist Financial Charlotte, North Carolina	$7.56M	-$102K	1	0.14%	Reduced
273	GCP Garelick Capital Partners Boston, Massachusetts	$7.29M	+$6.64M	1	1.48%	New
274	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$7.24M	$0	1	0.46%	Maintained
275	Calamos Advisors Naperville, Illinois	$7.14M	$0	1	0.04%	Maintained