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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	Scotia Capital Toronto, Ontario, Canada	$31.4M	-$375K	1	0.22%	Reduced
277	KC KCL Capital New York	$30.3M	-$18.6M	1	4.24%	Reduced
278	B. Metzler seel. Sohn & Co Frankfurt, Germany	$30.1M	-$1.23M	1	0.41%	Reduced
279	DP Dundas Partners Edinburgh, United Kingdom	$30M	-$4.4M	1	2.82%	Reduced
280	AG Avala Global New York	$29.8M	-$23.3M	1	3.55%	Reduced
281	RCW Rheos Capital Works Tokyo, Japan	$29.8M	+$5.58M	1	1.6%	Increased
282	Advisors Capital Management Ridgewood, New Jersey	$29.5M	-$1.79M	1	0.7%	Reduced
283	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$29.4M	-$5.15M	1	2.94%	Reduced
284	State of Michigan Retirement System Lansing, Michigan	$29.2M	-$12.2K	2	0.18%	Reduced
285	MTC McDaniel Terry & Co Austin, Texas	$29.1M	-$471K	1	2.96%	Reduced
286	Marsico Capital Management Denver, Colorado	$29M	+$10.1M	1	1.15%	Increased
287	VCM Vigilant Capital Management Portland, Maine	$28.8M	+$1.17M	2	2.15%	Increased
288	AssetMark Inc Concord, California	$28.7M	+$15.2M	5	0.11%	Increased
289	Obermeyer Wealth Partners Aspen, Colorado	$28.4M	-$841K	1	2.04%	Reduced
290	Nomura Asset Management Tokyo, Japan	$28.3M	+$10.7M	2	0.13%	Increased
291	Commonwealth Equity Services Waltham, Massachusetts	$28.2M	-$507K	4	0.06%	Reduced
292	Cambiar Investors Denver, Colorado	$28.2M	-$1.66M	1	1.19%	Reduced
293	MML Investors Services Springfield, Massachusetts	$28.2M	+$4.07M	3	0.16%	Increased
294	Magellan Asset Management Sydney, Australia	$27.9M	+$241K	1	0.25%	Increased
295	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$27.8M	+$3.28M	1	0.94%	Increased
296	Modera Wealth Management Westwood, New Jersey	$27.8M	+$25.6M	1	0.5%	New
297	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$27.4M	-$33.3M	4	0.68%	Reduced
298	Voloridge Investment Management Jupiter, Florida	$27M	+$7.95M	4	0.13%	Increased
299	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$26.9M	-$851K	2	1.06%	Reduced
300	Y.D. More Investments Ramat Gan, Israel	$26.7M	+$821K	2	6.17%	Increased