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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	TI Trigran Investments Northbrook, Illinois	$8.03M	-$12.7M	1	1.38%	Reduced
252	SFM Signet Financial Management Parsippany, New Jersey	$8M	-$537K	1	1.57%	Reduced
253	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$7.94M	+$342K	1	0.79%	Increased
254	DnB Asset Management Oslo, Norway	$7.79M	-$170K	1	0.09%	Reduced
255	Flossbach Von Storch Cologne, Germany	$7.78M	-$95.4K	1	0.07%	Reduced
256	AC Athos Capital Hong Kong	$7.76M	+$4.19M	1	5%	Increased
257	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$7.76M	+$287K	4	0.12%	Increased
258	Swiss National Bank Zurich, Switzerland	$7.75M	+$219K	4	0.01%	Increased
259	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$7.68M	+$1.26M	1	0.05%	Increased
260	MFWM Motley Fool Wealth Management Alexandria, Virginia	$7.65M	+$148K	1	0.49%	Increased
261	Lord, Abbett & Co Jersey City, New Jersey	$7.57M	+$2.35M	1	0.03%	Increased
262	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$7.48M	$0	1	0.34%	Maintained
263	SCM Somerset Capital Management London, United Kingdom	$7.46M	$0	1	1.59%	Maintained
264	Profund Advisors Bethesda, Maryland	$7.42M	+$1.82M	2	0.36%	Increased
265	OMERS Administration Corp Toronto, Ontario, Canada	$7.18M	+$6.45M	1	0.08%	New
266	Fifth Third Bancorp Cincinnati, Ohio	$7.17M	-$320K	2	0.05%	Reduced
267	Guggenheim Capital Chicago, Illinois	$7.11M	+$389K	5	0.06%	Increased
268	Raymond James Financial Services Advisors St. Petersburg, Florida	$7.08M	+$2.18M	1	0.03%	Increased
269	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$7.07M	+$424K	1	0.55%	Increased
270	Kornitzer Capital Management Shawnee Mission, Kansas	$6.93M	+$305K	1	0.12%	Increased
271	ECG Edge Capital Group Atlanta, Georgia	$6.91M	+$1.43M	1	0.68%	Increased
272	Asset Management One Tokyo, Japan	$6.83M	-$95.6M	2	0.04%	Reduced
273	ICP Indus Capital Partners New York	$6.83M	+$4.1M	1	0.89%	Increased
274	Truist Financial Charlotte, North Carolina	$6.72M	-$75K	1	0.12%	Reduced
275	MAMU Marathon Asset Management (UK) London, United Kingdom	$6.67M	$0	1	0.09%	Maintained