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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	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$69.3M	-$7.51M	1	2.98%	Reduced
252	Walleye Capital New York	$69.3M	-$1.23M	4	0.14%	Reduced
253	TPC Tiger Pacific Capital New York	$69.1M	+$483K	1	13.17%	Increased
254	Westwood Holdings Group Dallas, Texas	$69M	-$11.1M	2	0.29%	Reduced
255	VARA Value Aligned Research Advisors Princeton, New Jersey	$68.9M	+$7.59M	3	17.89%	Increased
256	SC Strategy Capital Los Altos, California	$68.2M	+$6.62M	1	6.57%	Increased
257	AG Avala Global New York	$67.9M	-$12.4M	1	4.47%	Reduced
258	AC Albar Capital London, United Kingdom	$66.7M	-$20.5M	1	14.97%	Reduced
259	Copeland Capital Management Conshohocken, Pennsylvania	$66.3M	+$11.7M	1	1.15%	Increased
260	Chicago Capital Chicago, Illinois	$65.9M	+$415K	1	1.83%	Increased
261	Nomura Asset Management Tokyo, Japan	$65.8M	+$11.8M	2	0.2%	Increased
262	B. Metzler seel. Sohn & Co Frankfurt, Germany	$65.7M	+$2.57M	1	0.65%	Increased
263	Scotia Capital Toronto, Ontario, Canada	$65.2M	-$2.22M	3	0.35%	Reduced
264	Commonwealth Equity Services Waltham, Massachusetts	$64.3M	+$4.43M	6	0.1%	Increased
265	SFM Systematic Financial Management Teaneck, New Jersey	$63.9M	+$6.64M	3	1.63%	Increased
266	Johnson Investment Counsel Cincinnati, Ohio	$63.6M	-$4.08M	1	0.63%	Reduced
267	Carrhae Capital London, United Kingdom	$63.1M	+$12M	1	7.21%	Increased
268	AssetMark Inc Concord, California	$62.7M	+$2.01M	6	0.18%	Increased
269	WAM WT Asset Management Hong Kong	$62.5M	-$39.6M	1	12.29%	Reduced
270	E Fund Management Guangzhou, China	$62.1M	-$28.2M	1	3.19%	Reduced
271	Optiver Holding Amsterdam, Netherlands	$61.9M	+$51.8M	1	0.03%	Increased
272	Hardman Johnston Global Advisors Stamford, Connecticut	$61.6M	-$11.2M	1	2.41%	Reduced
273	Guinness Asset Management London, United Kingdom	$61.3M	-$6.8M	1	1.16%	Reduced
274	NONA Ninety One North America New York	$61.1M	+$24.8M	2	4.15%	Increased
275	SCM Suvretta Capital Management New York	$60.6M	-$343K	1	1.94%	Reduced