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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	Brinker Capital Investments Berwyn, Pennsylvania	$13.9M	+$13.1M	3	0.24%	New
302	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$13.8M	+$83.5K	1	0.88%	Increased
303	Cullen Capital Management New York	$13.8M	-$2.02M	2	0.8%	Reduced
304	Group One Trading Chicago, Illinois	$13.7M	+$11.9M	4	0.04%	Increased
305	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$13.7M	-$6.04M	1	0.96%	Reduced
306	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$13.5M	-$564K	1	2.67%	Reduced
307	Robeco Schweiz Zurich, Switzerland	$13.4M	+$14.9M	1	0.4%	New
308	RhumbLine Advisers Boston, Massachusetts	$13M	-$3.97M	6	0.02%	Reduced
309	MML Investors Services Springfield, Massachusetts	$13M	+$4.28M	2	0.16%	Increased
310	AssetMark Inc Concord, California	$12.9M	-$5.36M	2	0.08%	Reduced
311	California Public Employees Retirement System Sacramento, California	$12.7M	+$223K	5	0.01%	Increased
312	CAIMH Central Asset Investments & Management Holdings Hong Kong	$12.7M	+$10.5M	1	5.79%	Increased
313	Atria Investments Charlotte, North Carolina	$12.6M	+$6.42M	1	0.38%	Increased
314	BDS Banco de Sabadell Miami, Florida	$12.5M	-$4.12M	2	1.41%	Reduced
315	Marsico Capital Management Denver, Colorado	$12.4M	+$243K	1	0.34%	Increased
316	MAM Majedie Asset Management London, United Kingdom	$12.3M	-$2.97M	1	0.91%	Reduced
317	Old National Bancorp Evansville, Indiana	$12.3M	+$214K	1	0.59%	Increased
318	Swiss National Bank Zurich, Switzerland	$12.1M	-$4.82K	4	0.01%	Reduced
319	CWM Cabot Wealth Management Salem, Massachusetts	$12M	-$283K	1	2.18%	Reduced
320	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$11.9M	+$37.8K	1	0.54%	Increased
321	FP Foundry Partners Minneapolis, Minnesota	$11.7M	+$8.19M	3	0.57%	Increased
322	Kornitzer Capital Management Shawnee Mission, Kansas	$11.7M	-$1.9M	1	0.23%	Reduced
323	ZDA Zweig-DiMenna Associates New York	$11.7M	+$1.01M	1	0.79%	Increased
324	WI Wafra Inc New York	$11.6M	-$616K	1	0.65%	Reduced
325	Brandywine Global Investment Management Philadelphia, Pennsylvania	$11.5M	+$12.7M	1	0.11%	New