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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	BDS Banco de Sabadell Miami, Florida	$12.2M	+$105K	2	1.59%	Increased
277	Polar Capital London, United Kingdom	$12.2M	+$13.2M	1	0.11%	New
278	Chicago Capital Chicago, Illinois	$12.1M	-$127K	1	0.7%	Reduced
279	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$11.8M	+$9.01M	1	2%	Increased
280	SG Americas Securities New York	$11.8M	+$4.03M	4	0.1%	Increased
281	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.8M	+$271K	1	2.23%	Increased
282	Eagle Asset Management St Petersburg, Florida	$11.6M	-$1.11M	1	0.07%	Reduced
283	TFM TPI Fund Managers London, United Kingdom	$11.6M	+$2.17M	1	2.69%	Increased
284	CIBC Private Wealth Group Atlanta, Georgia	$11.4M	-$9.32M	1	0.06%	Reduced
285	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$11.2M	$0	1	0.53%	Maintained
286	ExodusPoint Capital Management New York	$11.2M	+$10.9M	4	0.29%	Increased
287	Cullen Capital Management New York	$11.2M	-$880K	2	0.63%	Reduced
288	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$11.1M	-$1.47M	4	0.17%	Reduced
289	Frontier Capital Management Boston, Massachusetts	$11M	+$10.6M	1	0.1%	New
290	Assenagon Asset Management Senningerberg, Luxembourg	$10.9M	+$9.82M	3	0.07%	Increased
291	MAM Majedie Asset Management London, United Kingdom	$10.8M	+$85.5K	1	0.83%	Increased
292	Grimes & Company Westborough, Massachusetts	$10.8M	-$155K	2	0.75%	Reduced
293	WC Walthausen & Co Malta, New York	$10.7M	+$226K	2	2.17%	Increased
294	Waverton Investment Management London, United Kingdom	$10.6M	+$9.88M	1	0.58%	New
295	MFAM Motley Fool Asset Management Alexandria, Virginia	$10.4M	$0	1	1.04%	Maintained
296	Raymond James Financial Services Advisors St. Petersburg, Florida	$10.4M	+$269K	1	0.03%	Increased
297	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$10.3M	+$1.92M	3	0.1%	Increased
298	SCM Somerset Capital Management London, United Kingdom	$10.3M	$0	1	1.41%	Maintained
299	Panagora Asset Management Boston, Massachusetts	$10.3M	+$339K	3	0.07%	Increased
300	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$10.2M	+$1.01M	4	0.12%	Increased