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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	EN1L Engine No 1 LLC San Francisco, California	$26.7M	$0	1	13.02%	Maintained
302	Cooke & Bieler Philadelphia, Pennsylvania	$26.5M	-$16.1M	1	0.25%	Reduced
303	Fort Washington Investment Advisors Cincinnati, Ohio	$26M	-$7.03M	2	0.19%	Reduced
304	FC Franchise Capital Grand Cayman, Cayman Islands	$26M	-$3.63M	1	8.13%	Reduced
305	Liontrust Investment Partners London, United Kingdom	$25.5M	-$1.24M	1	0.37%	Reduced
306	TAM Telemark Asset Management Boston, Massachusetts	$25.2M	+$14M	1	3.42%	Increased
307	LSCM Light Street Capital Management Palo Alto, California	$25.2M	-$12.3M	1	6.68%	Reduced
308	Diamond Hill Capital Management Columbus, Ohio	$25.1M	+$2.02M	1	0.11%	Increased
309	JCM Janney Capital Management Pittsburgh, Pennsylvania	$25.1M	-$16.7K	1	1.74%	Reduced
310	Silvercrest Asset Management New York	$24.7M	-$2.54M	4	0.18%	Reduced
311	United Capital Financial Advisors Irving, Texas	$24.2M	-$1.11M	2	0.13%	Reduced
312	Grimes & Company Westborough, Massachusetts	$24.1M	-$43.1K	1	0.85%	Reduced
313	SCM Suvretta Capital Management New York	$23.9M	+$22.1M	1	1.28%	New
314	PointState Capital New York	$23.9M	+$22M	1	0.57%	New
315	Weiss Asset Management Boston, Massachusetts	$23.9M	+$4.3M	1	1.83%	Increased
316	MC Maplelane Capital New York	$23.8M	-$11.5M	1	0.74%	Reduced
317	HIM HughesLittle Investment Management Vancouver,	$23.7M	-$396K	1	6.71%	Reduced
318	Qube Research & Technologies (QRT) London, United Kingdom	$23.7M	+$17.8M	3	0.09%	Increased
319	PIM Paradice Investment Management Denver, Colorado	$23.3M	$0	1	1.74%	Maintained
320	MAI Capital Management Independence, Ohio	$23.2M	-$5.28M	3	0.34%	Reduced
321	TCM Tributary Capital Management Omaha, Nebraska	$23M	-$4.35M	1	2.06%	Reduced
322	HP Holowesko Partners Nassau, Bahamas	$23M	+$4.15M	1	10.05%	Increased
323	Impax Asset Management Group London, United Kingdom	$22.7M	-$781K	2	0.09%	Reduced
324	RI Redwood Investments Boston, Massachusetts	$22.5M	-$711K	2	2.75%	Reduced
325	Mariner Overland Park, Kansas	$22.4M	-$934K	5	0.06%	Reduced