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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	CCP Clough Capital Partners Boston, Massachusetts	$38.3M	+$37.3M	1	2.56%	New
252	B. Metzler seel. Sohn & Co Frankfurt, Germany	$38.3M	+$1.86M	1	0.5%	Increased
253	Raymond James Financial Services Advisors St. Petersburg, Florida	$38.2M	+$2.71M	2	0.07%	Increased
254	Advisors Capital Management Ridgewood, New Jersey	$38.2M	-$5.04M	1	1.04%	Reduced
255	Scotia Capital Toronto, Ontario, Canada	$38.1M	+$4.53M	1	0.25%	Increased
256	Rathbones Group Liverpool, United Kingdom	$37.5M	+$1.6M	1	0.36%	Increased
257	DP Dundas Partners Edinburgh, United Kingdom	$37M	+$1.5M	1	4.6%	Increased
258	TAL TIG Advisors LLC New York	$37M	+$12.3M	1	1.84%	Increased
259	DCM Divisar Capital Management San Francisco, California	$36.2M	+$3.13M	2	11.66%	Increased
260	Capital Fund Management (CFM) Paris, France	$36.1M	+$34.2M	1	0.26%	Increased
261	Caxton Associates (New York) New York	$35.6M	+$34.2M	2	3.63%	Increased
262	NPIC Neumeier Poma Investment Counsel Carmel, California	$35.5M	-$16.7M	1	1.98%	Reduced
263	Rockefeller Capital Management New York	$35.5M	-$22.3M	5	0.17%	Reduced
264	Guinness Asset Management London, United Kingdom	$35.4M	+$10.1M	1	1.39%	Increased
265	MTC McDaniel Terry & Co Austin, Texas	$35.1M	+$552K	1	3.51%	Increased
266	RhumbLine Advisers Boston, Massachusetts	$34.8M	-$1.2M	4	0.04%	Reduced
267	Nisa Investment Advisors St. Louis, Missouri	$34.8M	+$32.8M	4	0.26%	Increased
268	NP NS Partners London, United Kingdom	$34.7M	+$8.95M	1	1.63%	Increased
269	NewEdge Advisors New Orleans, Louisiana	$34.5M	+$2.89M	4	0.52%	Increased
270	Exchange Traded Concepts Oklahoma City, Oklahoma	$33.9M	+$27.7M	4	0.66%	Increased
271	PC Port Capital Chicago, Illinois	$33.8M	+$28.8M	1	2.08%	New
272	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$33.6M	-$570K	1	1.25%	Reduced
273	Swiss National Bank Zurich, Switzerland	$32.5M	-$61.5K	5	0.02%	Reduced
274	Covington Capital Management Los Angeles, California	$32.2M	-$572K	1	1.11%	Reduced
275	M&T Bank Buffalo, New York	$31.9M	+$90.5K	3	0.13%	Increased