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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	ARI Applied Research Investments Wilmington, Delaware	$29.1M	+$231K	1	10.38%	Increased
277	WI Wafra Inc New York	$29M	+$337K	1	1.09%	Increased
278	GH GAM Holding Zurich, Switzerland	$28.9M	-$3.23M	1	1.25%	Reduced
279	MAI Capital Management Independence, Ohio	$28.5M	+$2.63M	1	0.57%	Increased
280	NewEdge Advisors New Orleans, Louisiana	$28.2M	+$1.98M	2	0.75%	Increased
281	DWM Doyle Wealth Management St. Petersburg, Florida	$28M	-$284K	1	2.32%	Reduced
282	VCM Vigilant Capital Management Portland, Maine	$28M	+$718K	2	2.26%	Increased
283	PIM Paradice Investment Management Denver, Colorado	$27.9M	-$2.73M	1	1.3%	Reduced
284	TCM Tygh Capital Management Portland, Oregon	$27.8M	-$275K	2	3.78%	Reduced
285	DCM Divisar Capital Management San Francisco, California	$27.5M	-$6.23M	2	9.1%	Reduced
286	GAMH Greenwoods Asset Management (HK) Hong Kong	$27.2M	-$13.9M	1	0.95%	Reduced
287	MC Minot Capital Broomfield, Colorado	$27.2M	+$4.47M	1	4.77%	Increased
288	VOYA Investment Management Atlanta, Georgia	$26.6M	-$4.74M	4	0.05%	Reduced
289	Oppenheimer Asset Management New York	$26.4M	+$752K	2	0.38%	Increased
290	RFA Reilly Financial Advisors La Mesa, California	$26.2M	-$1.65M	2	2.12%	Reduced
291	Fort Washington Investment Advisors Cincinnati, Ohio	$26.1M	-$55.7K	1	0.23%	Reduced
292	PR Payden & Rygel Los Angeles, California	$26M	+$23.9M	1	1.24%	Increased
293	JCM Janney Capital Management Pittsburgh, Pennsylvania	$25.7M	-$336K	1	1.64%	Reduced
294	TCM Tributary Capital Management Omaha, Nebraska	$25.7M	-$1.12M	1	1.95%	Reduced
295	PFM Parsec Financial Management Asheville, North Carolina	$25.4M	-$698K	1	1.2%	Reduced
296	Chicago Capital Chicago, Illinois	$24.7M	-$171K	1	0.96%	Reduced
297	Maverick Capital Dallas, Texas	$24.5M	-$9.23M	2	0.23%	Reduced
298	Bank of Nova Scotia Toronto, Ontario, Canada	$24.3M	+$23.4M	1	0.04%	Increased
299	SAM Stenahm Asset Management Guernsey	$24.3M	+$1.2M	1	14.89%	Increased
300	FP Foundry Partners Minneapolis, Minnesota	$24.2M	+$7.85M	3	0.83%	Increased