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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	Oppenheimer Asset Management New York	$14.7M	-$5.82M	2	0.3%	Reduced
252	Silvercrest Asset Management New York	$14.4M	-$1.86M	2	0.13%	Reduced
253	WAM WT Asset Management Hong Kong	$14.4M	-$22.3M	1	3.46%	Reduced
254	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$14.2M	+$2.16K	1	0.09%	Increased
255	OAM Ostrum Asset Management Paris, France	$14.2M	+$11.6M	1	8.43%	Increased
256	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$14.1M	+$4.04M	1	1.14%	Increased
257	California Public Employees Retirement System Sacramento, California	$14M	+$1.76M	5	0.01%	Increased
258	PPCM Pillar Pacific Capital Management Pacifica, California	$13.8M	-$250K	1	1.46%	Reduced
259	RFA Reilly Financial Advisors La Mesa, California	$13.8M	+$12.7M	2	1.63%	Increased
260	Trillium Asset Management Boston, Massachusetts	$13.7M	+$4.63M	1	0.58%	Increased
261	Rockefeller Capital Management New York	$13.7M	-$53.3K	3	0.14%	Reduced
262	Harris Associates Chicago, Illinois	$13.6M	-$1.17M	1	0.03%	Reduced
263	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$13.6M	+$621K	5	0.22%	Increased
264	AL AJO LP Philadelphia, Pennsylvania	$13.4M	-$12.6M	3	0.12%	Reduced
265	Swiss National Bank Zurich, Switzerland	$13.4M	+$3.41M	4	0.01%	Increased
266	SFM Systematic Financial Management Teaneck, New Jersey	$13.3M	+$1.99M	3	0.69%	Increased
267	PIM Paradice Investment Management Denver, Colorado	$12.9M	+$87K	1	0.97%	Increased
268	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$12.8M	+$465K	1	1.08%	Increased
269	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$12.7M	+$8.3M	1	0.6%	Increased
270	AssetMark Inc Concord, California	$12.7M	+$249K	2	0.09%	Increased
271	CIM Chiron Investment Management New York	$12.6M	-$1.51M	1	2.71%	Reduced
272	RG Renaissance Group Covington, Kentucky	$12.4M	-$2.15M	2	0.59%	Reduced
273	Osaic Holdings Scottsdale, Arizona	$12.3M	-$1.06M	8	0.04%	Reduced
274	Emerald Advisers Leola, Pennsylvania	$12.3M	-$23.9K	3	0.54%	Reduced
275	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$12.3M	+$267K	1	1.37%	Increased