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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	Chicago Capital Chicago, Illinois	$121M	+$190K	1	2.98%	Increased
252	AG Avala Global New York	$120M	$0	1	5.75%	Maintained
253	Banque Pictet & Cie Geneva 73, Switzerland	$119M	-$52.7M	2	0.7%	Reduced
254	SEP Soma Equity Partners San Francisco, California	$117M	+$11.4M	1	6.46%	Increased
255	Janney Montgomery Scott Philadelphia, Pennsylvania	$117M	+$6.53M	2	0.27%	Increased
256	BC BIT Capital Berlin, Germany	$116M	+$1.34M	1	4.28%	Increased
257	Johnson Investment Counsel Cincinnati, Ohio	$116M	-$2.7M	2	0.95%	Reduced
258	M&G plc London, United Kingdom	$116M	-$1.94M	2	0.59%	Reduced
259	Commonwealth Equity Services Waltham, Massachusetts	$115M	-$10.5M	5	0.15%	Reduced
260	Parnassus Investments San Francisco, California	$115M	-$4.43M	1	0.3%	Reduced
261	BCM Brown Capital Management Baltimore, Maryland	$114M	-$8.86M	1	9.38%	Reduced
262	Walleye Capital New York	$114M	-$37.5M	4	0.35%	Reduced
263	Segall Bryant & Hamill Chicago, Illinois	$114M	+$24M	3	1.54%	Increased
264	Alpha Cubed Investments Irvine, California	$113M	-$5.71M	1	3.88%	Reduced
265	Varma Mutual Pension Insurance Co Helsinki, Finland	$111M	$0	1	0.67%	Maintained
266	HC Headwater Capital Hong Kong, China	$111M	+$15.3M	1	23%	Increased
267	Tidal Investments Milwaukee, Wisconsin	$111M	+$15.3M	5	0.26%	Increased
268	Y.D. More Investments Ramat Gan, Israel	$110M	-$9.83M	2	5.27%	Reduced
269	LCP LGT Capital Partners Pfaeffikon, Switzerland	$109M	-$8.86M	1	5.42%	Reduced
270	Nikko Asset Management Americas New York	$109M	-$6M	1	1.26%	Reduced
271	Kinetic Partners Management Miami, Florida	$107M	-$3.5M	1	5.17%	Reduced
272	Soros Fund Management New York	$106M	+$58M	1	1.23%	Increased
273	Osaic Holdings Scottsdale, Arizona	$106M	-$19.9M	9	0.15%	Reduced
274	M&T Bank Buffalo, New York	$105M	+$1.28M	4	0.34%	Increased
275	Perpetual Ltd Sydney, New South Wales, Australia	$104M	+$31.6M	1	1.5%	Increased