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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	HM HCEP Management Hong Kong	$24M	+$23.4M	1	18.97%	New
302	TFM TPI Fund Managers London, United Kingdom	$24M	+$404K	1	3.31%	Increased
303	SCM Soros Capital Management New York	$23M	+$20.8M	2	2.44%	New
304	MAM Mark Asset Management New York	$23M	-$842K	1	2.84%	Reduced
305	CHAM Clear Harbor Asset Management Stamford, Connecticut	$23M	-$833K	1	2.79%	Reduced
306	Copeland Capital Management Conshohocken, Pennsylvania	$23M	+$19.8M	1	0.69%	Increased
307	Brandywine Global Investment Management Philadelphia, Pennsylvania	$22.6M	+$21.2M	1	0.17%	New
308	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$22.4M	+$1.43M	1	1.49%	Increased
309	DekaBank Deutsche Girozentrale Frankfurt, Germany	$22.1M	+$10.4M	1	0.06%	Increased
310	MFAM Motley Fool Asset Management Alexandria, Virginia	$22.1M	$0	1	1.46%	Maintained
311	MML Investors Services Springfield, Massachusetts	$22M	-$951K	4	0.19%	Reduced
312	FI Fosun International Hong Kong, China	$21.7M	+$3.85M	2	1.29%	Increased
313	AG Ashmore Group London, United Kingdom	$21.7M	+$11.4M	1	3.98%	Increased
314	MAM Majedie Asset Management London, United Kingdom	$21.7M	+$4.68M	1	1.43%	Increased
315	ZDA Zweig-DiMenna Associates New York	$21.7M	+$1.44M	1	1.3%	Increased
316	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$21.7M	+$3.34M	5	0.2%	Increased
317	CIM Chiron Investment Management New York	$21.7M	+$21.1M	1	2.61%	New
318	Nomura Holdings Tokyo, Japan	$21.5M	+$4.56M	1	0.05%	Increased
319	Advisors Asset Management Monument, Colorado	$21.5M	+$1.17M	5	0.3%	Increased
320	Kennedy Capital Management St Louis, Missouri	$21.4M	-$12.3M	2	0.46%	Reduced
321	Commonwealth Equity Services Waltham, Massachusetts	$21.2M	+$2.07M	4	0.05%	Increased
322	NP NS Partners London, United Kingdom	$20.7M	+$553K	1	1.09%	Increased
323	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$20.4M	-$6.73M	1	1.06%	Reduced
324	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$20.2M	-$1.53M	3	0.12%	Reduced
325	Destination Wealth Management Walnut Creek, California	$20M	+$1.9M	1	0.77%	Increased