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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	SCM Somerset Capital Management London, United Kingdom	$10.5M	$0	1	2.21%	Maintained
252	TIAA CREF Investment Management New York	$10.4M	-$2.48M	3	0.01%	Reduced
253	DnB Asset Management Oslo, Norway	$10.3M	-$416K	2	0.12%	Reduced
254	Bridgeway Capital Management Houston, Texas	$10.2M	-$608K	2	0.11%	Reduced
255	Winton Group London, United Kingdom	$10.2M	-$6.4M	1	0.29%	Reduced
256	AI Amplify Investments Lisle, Illinois	$10.2M	+$10.1M	1	7.45%	New
257	ARK Investment Management St. Petersburg, Florida	$10.1M	+$9.73M	2	0.5%	Increased
258	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$10.1M	-$527K	1	0.78%	Reduced
259	JP Morgan Private Wealth Advisors San Francisco, California	$10M	+$772K	2	0.07%	Increased
260	CIBC World Market Toronto, Ontario, Canada	$9.94M	+$4.73M	2	0.04%	Increased
261	SFM Signet Financial Management Parsippany, New Jersey	$9.92M	+$80.6K	1	1.78%	Increased
262	OCM Olstein Capital Management Purchase, New York	$9.88M	+$6.34M	1	1.26%	Increased
263	Advisors Asset Management Monument, Colorado	$9.46M	+$2.55M	3	0.16%	Increased
264	Fifth Third Bancorp Cincinnati, Ohio	$9.4M	+$294K	3	0.06%	Increased
265	MAM Majedie Asset Management London, United Kingdom	$9.39M	-$174K	1	0.86%	Reduced
266	Maverick Capital Dallas, Texas	$9.37M	+$2.13M	1	0.12%	Increased
267	PHS Pekin Hardy Strauss Chicago, Illinois	$8.98M	-$562K	1	1.63%	Reduced
268	QS Investors New York	$8.81M	-$250K	5	0.09%	Reduced
269	Avalon Investment & Advisory Houston, Texas	$8.53M	+$1.48M	1	0.26%	Increased
270	Balyasny Asset Management Chicago, Illinois	$8.4M	+$3.82M	3	0.04%	Increased
271	KMC Kirr Marbach & Co Columbus, Indiana	$8.38M	-$209K	1	1.76%	Reduced
272	Panagora Asset Management Boston, Massachusetts	$8.34M	+$6.21M	3	0.03%	Increased
273	CFSG Community Financial Services Group Newport, Vermont	$8.3M	-$93.4K	1	3.26%	Reduced
274	Brandywine Global Investment Management Philadelphia, Pennsylvania	$8.21M	-$491K	1	0.05%	Reduced
275	Legal & General Group London, United Kingdom	$8.09M	-$150K	6	0.01%	Reduced