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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	PC Port Capital Chicago, Illinois	$45.6M	+$180K	1	2.54%	Increased
252	Boston Partners Boston, Massachusetts	$45.4M	+$24.3M	3	0.06%	Increased
253	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$45.4M	-$2.73M	2	0.11%	Reduced
254	Pacer Advisors Malvern, Pennsylvania	$45M	+$10.3M	4	0.13%	Increased
255	Bank Julius Baer & Co Zurich, Switzerland	$44.2M	+$40.4M	1	0.19%	New
256	Walleye Trading New York	$43.5M	-$5.34M	3	0.09%	Reduced
257	Raymond James Financial Services Advisors St. Petersburg, Florida	$43.2M	+$1.88M	3	0.07%	Increased
258	Cerity Partners New York	$42.9M	+$6.19M	3	0.14%	Increased
259	MKP Capital Management New York	$42.8M	+$39.3M	1	2.24%	New
260	Group One Trading Chicago, Illinois	$42M	+$20.4M	5	0.11%	Increased
261	HP Harvey Partners Tarrytown, New York	$42M	+$2.16M	1	4.77%	Increased
262	TSS Two Sigma Securities New York	$41.5M	+$25.7M	2	0.4%	Increased
263	CIBC Private Wealth Group Atlanta, Georgia	$41.5M	+$1.07M	1	0.09%	Increased
264	Palisade Capital Management Fort Lee, New Jersey	$41.2M	-$8.93M	2	1.09%	Reduced
265	SCM Suvretta Capital Management New York	$40.4M	+$37M	1	1.83%	New
266	Magellan Asset Management Sydney, Australia	$40.2M	-$304K	1	0.4%	Reduced
267	HVCM Hel Ved Capital Management Central, Hong Kong	$39.9M	+$35.6M	2	11.49%	Increased
268	Chicago Capital Chicago, Illinois	$39.6M	+$3.65M	1	1.42%	Increased
269	O'Shaughnessy Asset Management Stamford, Connecticut	$38.4M	+$2.61M	7	0.51%	Increased
270	Two Sigma Advisers New York	$38.4M	-$11.1M	7	0.09%	Reduced
271	Prudential Financial Newark, New Jersey	$38.1M	-$1.71M	6	0.06%	Reduced
272	Phoenix Financial Givatayim, Israel	$36.7M	-$7.29M	2	0.61%	Reduced
273	Trillium Asset Management Boston, Massachusetts	$36.6M	-$1.28M	1	1%	Reduced
274	Walleye Capital New York	$36.5M	-$5.53M	3	0.08%	Reduced
275	Adage Capital Partners Boston, Massachusetts	$36.4M	+$7.15M	1	0.08%	Increased