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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	Nomura Asset Management Tokyo, Japan	$16M	+$913K	2	0.09%	Increased
302	Mariner Overland Park, Kansas	$15.5M	-$3.79M	4	0.05%	Reduced
303	London & Capital Asset Management London, United Kingdom	$15.3M	-$2M	1	1.41%	Reduced
304	RI Redwood Investments Boston, Massachusetts	$15.2M	-$9.32M	2	2.04%	Reduced
305	RG Renaissance Group Covington, Kentucky	$15.2M	+$371K	4	0.74%	Increased
306	CU CQS (US) New York	$15.1M	-$7.78M	1	1.98%	Reduced
307	NIG NFJ Investment Group Dallas, Texas	$15.1M	+$4.66M	1	0.4%	Increased
308	VHMC Value Holdings Management Company Hampton Bays, New York	$15M	$0	2	3.4%	Maintained
309	Impax Asset Management Group London, United Kingdom	$14.9M	-$118M	2	0.07%	Reduced
310	Panagora Asset Management Boston, Massachusetts	$14.9M	+$156K	2	0.1%	Increased
311	Aviva London, United Kingdom	$14.8M	-$31.5M	3	0.07%	Reduced
312	Eagle Asset Management St Petersburg, Florida	$14.8M	-$20.6K	2	0.09%	Reduced
313	Mackenzie Financial Toronto Ontario, Ontario, Canada	$14.7M	+$3.06M	5	0.02%	Increased
314	Squarepoint New York	$14.6M	+$3.31M	5	0.06%	Increased
315	Ensign Peak Advisors Salt Lake City, Utah	$14.5M	+$3.77M	5	0.03%	Increased
316	Twin Tree Management Dallas, Texas	$14.3M	+$13.9M	1	0.03%	New
317	ACM Academy Capital Management Waco, Texas	$14.1M	+$269K	1	3.02%	Increased
318	PNAA Pictet North America Advisors Geneva 73, Switzerland	$14.1M	-$770K	1	2.43%	Reduced
319	BCM Bares Capital Management Austin, Texas	$13.8M	-$1.8M	1	0.53%	Reduced
320	HC Henshaw Capital Woburn, Massachusetts	$13.8M	-$321K	1	0.92%	Reduced
321	Brandywine Global Investment Management Philadelphia, Pennsylvania	$13.7M	-$3.75M	3	0.11%	Reduced
322	Capstone Investment Advisors New York	$13.7M	+$8.35M	1	0.1%	Increased
323	Credit Agricole Montrouge Cedex, France	$13.2M	+$495K	1	0.27%	Increased
324	Hood River Capital Management Palm Beach Gardens, Florida	$13M	-$22.1M	1	0.47%	Reduced
325	PCM Penn Capital Management Philadelphia, Pennsylvania	$12.9M	-$4.44K	1	1.31%	Reduced