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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	Rockefeller Capital Management New York	$21.7M	+$2.07M	2	0.2%	Increased
252	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$21.7M	+$3.28M	1	0.95%	Increased
253	PFM Parsec Financial Management Asheville, North Carolina	$21.5M	-$1.02M	1	1.31%	Reduced
254	MBA Maple-Brown Abbott Barangaroo, Australia	$21.4M	-$3.76M	1	1.68%	Reduced
255	Polar Capital London, United Kingdom	$21M	+$7.78M	2	0.16%	Increased
256	DWM Doyle Wealth Management St. Petersburg, Florida	$20.8M	-$627K	1	2.42%	Reduced
257	AFG American Financial Group Cincinnati, Ohio	$20.4M	$0	1	2.81%	Maintained
258	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$20.2M	-$6.04M	4	0.23%	Reduced
259	GH GAM Holding Zurich, Switzerland	$19.7M	-$4.39M	1	1.18%	Reduced
260	PPCM Pillar Pacific Capital Management Pacifica, California	$19.5M	-$232K	1	1.87%	Reduced
261	JHP James Hambro & Partners London, United Kingdom	$19.4M	+$6.81M	1	2.74%	Increased
262	DCM Divisar Capital Management San Francisco, California	$19.3M	+$2.06M	1	6.39%	Increased
263	Peregrine Capital Management Minneapolis, Minnesota	$19.2M	-$5.63M	2	0.51%	Reduced
264	Trillium Asset Management Boston, Massachusetts	$19M	-$534K	1	0.8%	Reduced
265	RFA Reilly Financial Advisors La Mesa, California	$18.8M	-$798K	2	2.01%	Reduced
266	Waverton Investment Management London, United Kingdom	$18.6M	+$3.18M	1	0.92%	Increased
267	PIM Paradice Investment Management Denver, Colorado	$18.6M	+$191K	1	1.35%	Increased
268	Marshall Wace Asia Central, Hong Kong	$18.6M	-$39.1M	2	0.43%	Reduced
269	LPL Financial San Diego, California	$18.5M	+$5.48M	4	0.03%	Increased
270	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$18.2M	-$1.95M	1	0.11%	Reduced
271	Twin Tree Management Dallas, Texas	$17.6M	+$16.5M	1	0.07%	New
272	Raymond James Financial Services Advisors St. Petersburg, Florida	$17.4M	+$2.44M	1	0.05%	Increased
273	Silvercrest Asset Management New York	$17.3M	-$19.1K	2	0.15%	Reduced
274	B BP London, United Kingdom	$17.3M	+$16.2M	1	0.42%	New
275	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$17.2M	+$1.81M	4	0.24%	Increased