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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
276	PCR Potrero Capital Research San Francisco, California	$6.6M	-$3.51M	1	5.86%	Reduced
277	KBC Group Brussels, Belgium	$6.5M	-$1.26M	3	0.06%	Reduced
278	Grimes & Company Westborough, Massachusetts	$6.45M	-$7.84K	1	0.71%	Reduced
279	STRS Ohio Columbus, Ohio	$6.45M	-$14.9M	3	0.03%	Reduced
280	MFWM Motley Fool Wealth Management Alexandria, Virginia	$6.37M	+$224K	1	0.61%	Increased
281	CFSG Community Financial Services Group Newport, Vermont	$6.31M	+$71K	1	2.84%	Increased
282	NP NS Partners London, United Kingdom	$6.24M	+$565K	1	0.9%	Increased
283	PCM Piermont Capital Management St. Louis, Missouri	$6.21M	+$2.9M	2	1.48%	Increased
284	Tokio Marine Asset Management Tokyo, Japan	$6.18M	-$1.52M	1	0.81%	Reduced
285	Scout Investments Kansas City, Missouri	$6.15M	-$126K	1	0.17%	Reduced
286	Trillium Asset Management Boston, Massachusetts	$6.08M	-$497K	1	0.39%	Reduced
287	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$6M	$0	1	0.46%	Maintained
288	VCM Voce Capital Management San Francisco, California	$5.94M	$0	1	6.01%	Maintained
289	New York State Teachers Retirement System (NYSTRS) Albany, New York	$5.92M	-$3.85K	3	0.02%	Reduced
290	First Eagle Investment Management New York	$5.89M	-$2.13M	1	0.01%	Reduced
291	Azimuth Capital Management Bloomfield Hills, Michigan	$5.87M	+$203K	1	0.47%	Increased
292	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.75M	-$798K	1	0.81%	Reduced
293	Brandywine Global Investment Management Philadelphia, Pennsylvania	$5.69M	-$2.56M	2	0.04%	Reduced
294	Westwood Holdings Group Dallas, Texas	$5.57M	+$2.77M	1	0.05%	Increased
295	AAM Augustine Asset Management Jacksonville, Florida	$5.56M	+$83.3K	1	3.47%	Increased
296	IIA IPG Investment Advisors San Diego, California	$5.54M	-$2.03K	1	2.5%	Reduced
297	Waverton Investment Management London, United Kingdom	$5.44M	-$6.28M	1	0.34%	Reduced
298	Adage Capital Partners Boston, Massachusetts	$5.39M	-$10.6M	1	0.01%	Reduced
299	HHC Hutchin Hill Capital New York	$5.33M	+$3.56M	2	0.15%	Increased
300	Mirae Asset Global Investments Seoul, South Korea	$5.33M	-$954K	2	0.1%	Reduced