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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	Osaic Holdings Scottsdale, Arizona	$47.7M	-$15.1M	8	0.11%	Reduced
277	Varma Mutual Pension Insurance Co Helsinki, Finland	$47.1M	+$4.22M	2	0.41%	Increased
278	Janney Montgomery Scott Philadelphia, Pennsylvania	$47.1M	+$2.57M	4	0.14%	Increased
279	ZDA Zweig-DiMenna Associates New York	$47.1M	+$20.2M	3	4.11%	Increased
280	Flossbach Von Storch Cologne, Germany	$46.8M	+$8.88M	1	0.2%	Increased
281	Magellan Asset Management Sydney, Australia	$46.5M	-$5.47M	1	0.44%	Reduced
282	Nomura Asset Management Tokyo, Japan	$46.1M	+$14.2M	2	0.17%	Increased
283	Twin Tree Management Dallas, Texas	$45.8M	+$21.8M	2	0.1%	Increased
284	LSCM Light Street Capital Management Palo Alto, California	$45.6M	+$5.85M	1	11.02%	Increased
285	Wolverine Trading Chicago, Illinois	$45.5M	+$9.48M	1	0.05%	Increased
286	Trillium Asset Management Boston, Massachusetts	$45.1M	-$2.51M	1	1.15%	Reduced
287	HIM HughesLittle Investment Management Vancouver,	$45M	+$4.37M	1	9.88%	Increased
288	SCM Suvretta Capital Management New York	$44.8M	-$7.31M	1	1.66%	Reduced
289	AssetMark Inc Concord, California	$44.7M	-$824K	6	0.15%	Reduced
290	AIM Alpine Investment Management Hong Kong	$44.2M	+$6.21M	1	5.09%	Increased
291	GL Governors Lane New York	$44.2M	+$6.25M	1	3.75%	Increased
292	Boston Partners Boston, Massachusetts	$44.2M	+$2.78M	2	0.05%	Increased
293	PC Port Capital Chicago, Illinois	$44M	-$9.37M	1	2.2%	Reduced
294	DCM Divisar Capital Management San Francisco, California	$44M	-$432K	2	8.45%	Reduced
295	Commonwealth Equity Services Waltham, Massachusetts	$43.6M	+$3.75M	4	0.07%	Increased
296	Emerald Advisers Leola, Pennsylvania	$42.3M	+$6.91M	2	1.7%	Increased
297	ACM Analog Century Management New York	$42.2M	+$9.61M	1	5.88%	Increased
298	Robeco Schweiz Zurich, Switzerland	$42M	-$27M	1	0.73%	Reduced
299	Tudor Investment Corp Stamford, Connecticut	$41.1M	+$7.35M	3	0.26%	Increased
300	DP Dundas Partners Edinburgh, United Kingdom	$41M	$0	1	3.23%	Maintained