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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	DP Dundas Partners Edinburgh, United Kingdom	$36.5M	+$6.08M	1	3.32%	Increased
252	Pzena Investment Management New York	$36.2M	+$350K	1	0.14%	Increased
253	WP Wedgewood Partners St Louis, Missouri	$36.2M	+$11.9M	1	5.11%	Increased
254	Trillium Asset Management Boston, Massachusetts	$35.9M	-$4.44M	1	0.95%	Reduced
255	1832 Asset Management Toronto, Ontario, Canada	$35.7M	+$32.2M	1	0.05%	Increased
256	RI Redwood Investments Boston, Massachusetts	$35.5M	-$5.71M	2	3.36%	Reduced
257	Prudential Financial Newark, New Jersey	$35.5M	-$3.26M	5	0.05%	Reduced
258	Simplex Trading Chicago, Illinois	$35M	-$7.2M	5	0.03%	Reduced
259	NewEdge Advisors New Orleans, Louisiana	$34.8M	+$5.42M	2	0.56%	Increased
260	Raymond James Financial Services Advisors St. Petersburg, Florida	$34.5M	+$1.5M	2	0.07%	Increased
261	Creative Planning Overland Park, Kansas	$34.3M	+$28.6M	3	0.05%	Increased
262	WCMNY Westchester Capital Management (New York) Valhalla, New York	$34.2M	-$500K	1	0.93%	Reduced
263	Advisors Capital Management Ridgewood, New Jersey	$33.8M	+$790K	1	0.92%	Increased
264	Rathbones Group Liverpool, United Kingdom	$33.4M	+$1.07M	1	0.34%	Increased
265	Davidson Kempner Capital Management New York	$33.3M	+$30.7M	2	0.43%	Increased
266	Wolverine Trading Chicago, Illinois	$33.3M	+$7.47M	2	0.04%	Increased
267	DCM Divisar Capital Management San Francisco, California	$33.2M	+$295K	2	10.15%	Increased
268	Scotia Capital Toronto, Ontario, Canada	$32.8M	-$271K	1	0.21%	Reduced
269	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$32.4M	-$8.56M	1	1.04%	Reduced
270	PHK Point72 Hong Kong Hong Kong	$32.1M	+$14.6M	2	1.1%	Increased
271	RhumbLine Advisers Boston, Massachusetts	$31.7M	+$773K	4	0.04%	Increased
272	PCM Prelude Capital Management New York	$31.5M	+$33M	2	0.9%	Increased
273	CLC Charles-Lim Capital Central, Hong Kong	$31.3M	+$35.1M	1	3.33%	New
274	Guinness Asset Management London, United Kingdom	$31.3M	+$621K	1	1.16%	Increased
275	Swiss National Bank Zurich, Switzerland	$30.5M	+$2.2M	5	0.02%	Increased