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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	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$14.7M	$0	2	1.22%	Maintained
302	BCM Bares Capital Management Austin, Texas	$14.6M	+$1.84M	1	0.57%	Increased
303	Chicago Capital Chicago, Illinois	$14.3M	+$441K	1	0.83%	Increased
304	Magellan Asset Management Sydney, Australia	$14.2M	+$2.3M	1	0.1%	Increased
305	Bridgewater Associates Westport, Connecticut	$14.2M	+$17.1M	1	0.07%	New
306	VHMC Value Holdings Management Company Hampton Bays, New York	$14M	$0	2	3.48%	Maintained
307	PFM Parsec Financial Management Asheville, North Carolina	$14M	-$195K	1	0.7%	Reduced
308	Eagle Asset Management St Petersburg, Florida	$13.9M	-$1.19M	2	0.09%	Reduced
309	Nomura Asset Management Tokyo, Japan	$13.8M	+$6.95M	2	0.09%	Increased
310	PNAA Pictet North America Advisors Geneva 73, Switzerland	$13.7M	-$526K	1	2.19%	Reduced
311	Mariner Overland Park, Kansas	$13.5M	+$3.79M	4	0.05%	Increased
312	FRI FountainCap Research & Investment Hong Kong, China	$13.4M	$0	1	100%	Maintained
313	RG Renaissance Group Covington, Kentucky	$13.4M	+$910K	4	0.72%	Increased
314	Exchange Traded Concepts Oklahoma City, Oklahoma	$13.1M	-$1.16M	2	0.43%	Reduced
315	Brandywine Global Investment Management Philadelphia, Pennsylvania	$13M	-$104K	4	0.12%	Reduced
316	HC Henshaw Capital Woburn, Massachusetts	$13M	-$125K	1	0.96%	Reduced
317	ACB Aristotle Capital Boston Boston, Massachusetts	$13M	-$1.26M	1	0.44%	Reduced
318	Todd Asset Management Louisville, Kentucky	$12.8M	-$3.41M	1	0.36%	Reduced
319	ACM Academy Capital Management Waco, Texas	$12.7M	-$2.71M	1	2.76%	Reduced
320	Wolverine Trading Chicago, Illinois	$12.4M	-$7.02M	2	0.02%	Reduced
321	FC Franchise Capital Grand Cayman, Cayman Islands	$12.2M	+$2.72M	1	5.29%	Increased
322	Brinker Capital Investments Berwyn, Pennsylvania	$12M	+$838K	3	0.25%	Increased
323	CFM Coronation Fund Managers Cape Town, South Africa	$11.9M	+$1.66M	1	0.64%	Increased
324	Credit Agricole Montrouge Cedex, France	$11.6M	+$2.09M	1	0.22%	Increased
325	New York State Teachers Retirement System (NYSTRS) Albany, New York	$11.6M	-$606K	4	0.03%	Reduced