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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	NI Noked Israel Ramat Hasharon, Israel	$68.7M	+$37.8M	1	18.96%	Increased
252	ACM Analog Century Management New York	$68.7M	+$12.9M	1	6.8%	Increased
253	TPC Tiger Pacific Capital New York	$68.6M	-$12.1M	1	18.36%	Reduced
254	Scotia Capital Toronto, Ontario, Canada	$68.6M	+$4.83M	3	0.4%	Increased
255	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$68.2M	+$2.58M	1	0.16%	Increased
256	Guinness Asset Management London, United Kingdom	$68M	-$12.1M	1	1.4%	Reduced
257	Magellan Asset Management Sydney, Australia	$68M	+$7.48M	1	0.65%	Increased
258	Johnson Investment Counsel Cincinnati, Ohio	$67.8M	+$737K	1	0.71%	Increased
259	Chicago Capital Chicago, Illinois	$65.6M	-$278K	1	1.95%	Reduced
260	MML Investors Services Springfield, Massachusetts	$63.9M	-$295K	3	0.26%	Reduced
261	Simplex Trading Chicago, Illinois	$63.7M	-$9.42M	5	0.04%	Reduced
262	B. Metzler seel. Sohn & Co Frankfurt, Germany	$63.1M	-$1.9M	1	0.61%	Reduced
263	J. Safra Sarasin Holding	$62.9M	+$55.9M	2	1.15%	New
264	TIAM TT International Asset Management London, United Kingdom	$62.7M	-$28.4M	4	7.84%	Reduced
265	SC Strategy Capital Los Altos, California	$61.5M	+$53.7M	1	6.04%	New
266	AssetMark Inc Concord, California	$61.4M	+$4.61M	6	0.19%	Increased
267	GL Governors Lane New York	$61.4M	+$4.3M	1	5.14%	Increased
268	Janney Montgomery Scott Philadelphia, Pennsylvania	$61.1M	+$899K	4	0.19%	Increased
269	TimesSquare Capital Management New York	$61M	-$10.4M	2	0.96%	Reduced
270	SCM Suvretta Capital Management New York	$61M	+$3.25M	1	2.24%	Increased
271	Commonwealth Equity Services Waltham, Massachusetts	$60.5M	+$4.98M	5	0.1%	Increased
272	Osaic Holdings Scottsdale, Arizona	$60.4M	-$418K	8	0.14%	Reduced
273	Aberdeen Group Edinburgh, United Kingdom	$60.3M	-$25.6M	2	0.12%	Reduced
274	Prudential Financial Newark, New Jersey	$60.1M	+$3.15M	6	0.09%	Increased
275	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$60.1M	-$14.4M	5	0.32%	Reduced