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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
301	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$9.48M	-$902K	1	0.63%	Reduced
302	TFM TPI Fund Managers London, United Kingdom	$9.42M	+$835K	1	2.27%	Increased
303	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.39M	-$159K	1	0.99%	Reduced
304	WC Walthausen & Co Malta, New York	$9.38M	-$1.31M	1	1.23%	Reduced
305	Fifth Third Bancorp Cincinnati, Ohio	$9.34M	-$1.44M	3	0.05%	Reduced
306	Profund Advisors Bethesda, Maryland	$9.28M	+$2.34M	2	0.4%	Increased
307	CU CQS (US) New York	$9.25M	+$8.44M	1	0.43%	New
308	Eagle Asset Management St Petersburg, Florida	$9.06M	+$8.42M	1	0.04%	New
309	Trillium Asset Management Boston, Massachusetts	$8.89M	$0	1	0.4%	Maintained
310	CWM Cabot Wealth Management Salem, Massachusetts	$8.86M	+$102K	1	1.71%	Increased
311	BNP Paribas Financial Markets Paris, France	$8.85M	+$156K	5	0.02%	Increased
312	Martingale Asset Management Boston, Massachusetts	$8.75M	+$284K	2	0.09%	Increased
313	WI Wafra Inc New York	$8.75M	$0	1	0.54%	Maintained
314	Lord, Abbett & Co Jersey City, New Jersey	$8.72M	+$38.8K	1	0.03%	Increased
315	FCM Firsthand Capital Management San Jose, California	$8.71M	$0	1	3.4%	Maintained
316	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$8.71M	$0	1	3.12%	Maintained
317	MAMU Marathon Asset Management (UK) London, United Kingdom	$8.46M	-$419K	1	0.11%	Reduced
318	CCM Carderock Capital Management Chevy Chase, Maryland	$8.41M	-$10.1K	1	2.82%	Reduced
319	Victory Capital Management San Antonio, Texas	$8.32M	+$2.54M	4	0.01%	Increased
320	VHMC Value Holdings Management Company Hampton Bays, New York	$8.24M	+$3.51M	2	2.89%	Increased
321	CFSG Community Financial Services Group Newport, Vermont	$8.18M	+$132K	1	2.13%	Increased
322	AAM Augustine Asset Management Jacksonville, Florida	$8.12M	+$53.7K	1	4.91%	Increased
323	Brinker Capital Berwyn, Pennsylvania	$8.04M	+$826K	3	0.25%	Increased
324	GA Gagnon Advisors New York	$7.94M	+$7.38M	1	4.45%	New
325	Asset Management One Tokyo, Japan	$7.9M	+$55K	1	0.04%	Increased