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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	VHMC Value Holdings Management Company Hampton Bays, New York	$22.5M	$0	1	4.97%	Maintained
302	HIM HughesLittle Investment Management Vancouver,	$22M	+$1.7M	1	6.66%	Increased
303	Diamond Hill Capital Management Columbus, Ohio	$21.9M	+$322K	1	0.11%	Increased
304	Wealth Enhancement Advisory Services Plymouth, Minnesota	$21.9M	+$23.8M	3	0.07%	New
305	Marex Group London,	$21.6M	+$22.9M	1	3.05%	Increased
306	JCM Janney Capital Management Pittsburgh, Pennsylvania	$21.6M	-$47.6K	1	1.66%	Reduced
307	TCM Tributary Capital Management Omaha, Nebraska	$21.4M	-$3.55M	1	2.03%	Reduced
308	Grimes & Company Westborough, Massachusetts	$21.2M	+$551K	1	0.82%	Increased
309	Cambiar Investors Denver, Colorado	$21.2M	-$3.34M	1	0.9%	Reduced
310	Liontrust Investment Partners London, United Kingdom	$21M	-$1.04M	1	0.34%	Reduced
311	HP Holowesko Partners Nassau, Bahamas	$20.9M	+$1.25M	1	8.83%	Increased
312	Clark Capital Management Group Philadelphia, Pennsylvania	$20.9M	-$23.2M	1	0.21%	Reduced
313	Impax Asset Management Group London, United Kingdom	$20.8M	-$2.43M	2	0.09%	Reduced
314	ARK Investment Management St. Petersburg, Florida	$20.6M	+$3.82M	2	0.16%	Increased
315	Bridgeway Capital Management Houston, Texas	$20.4M	+$7.24M	3	0.5%	Increased
316	RCW Rheos Capital Works Tokyo, Japan	$20.2M	-$5.9M	1	1.22%	Reduced
317	SG Americas Securities New York	$20.2M	+$15.4M	5	0.23%	Increased
318	Great Lakes Advisors Chicago, Illinois	$20M	-$1.82M	1	0.18%	Reduced
319	United Capital Financial Advisors Irving, Texas	$19.9M	-$1M	2	0.13%	Reduced
320	RI Redwood Investments Boston, Massachusetts	$19.6M	-$2.08M	2	2.66%	Reduced
321	Mariner Overland Park, Kansas	$19.6M	-$91.2K	6	0.05%	Reduced
322	GL Governors Lane New York	$19.6M	+$7.84M	1	3.13%	Increased
323	Veritas Asset Management London, United Kingdom	$19.5M	+$803K	1	0.15%	Increased
324	PEAK6 Investments Chicago, Illinois	$19.4M	+$12.1M	3	0.09%	Increased
325	HAM Harber Asset Management Asheville, North Carolina	$19.3M	+$1.96M	1	5.39%	Increased