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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	MTC McDaniel Terry & Co Austin, Texas	$51.1M	+$491K	1	4.46%	Increased
302	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$51.1M	+$2.73M	2	0.49%	Increased
303	Carrhae Capital London, United Kingdom	$50.9M	-$26.1M	1	5.88%	Reduced
304	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$50.9M	+$7.74M	6	0.05%	Increased
305	Boston Partners Boston, Massachusetts	$50.6M	+$342K	3	0.06%	Increased
306	Segall Bryant & Hamill Chicago, Illinois	$50.1M	+$4.33M	3	0.89%	Increased
307	Emerald Advisers Leola, Pennsylvania	$49.3M	+$1.44M	2	2.07%	Increased
308	Trillium Asset Management Boston, Massachusetts	$49.2M	-$7.33M	1	1.24%	Reduced
309	Walleye Trading New York	$49M	-$12M	3	0.12%	Reduced
310	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$48.1M	+$699K	2	1.59%	Increased
311	ARK Investment Management St. Petersburg, Florida	$48M	+$1.68M	2	0.43%	Increased
312	Modera Wealth Management Westwood, New Jersey	$48M	-$126K	1	0.71%	Reduced
313	Eagle Asset Management St Petersburg, Florida	$47M	-$15.3M	1	0.25%	Reduced
314	Two Sigma Investments New York	$46.1M	+$28.6M	6	0.11%	Increased
315	MAI Capital Management Independence, Ohio	$45.6M	+$906K	2	0.45%	Increased
316	National Bank of Canada Montreal, Quebec, Canada	$45.3M	-$805K	2	0.06%	Reduced
317	Swiss National Bank Zurich, Switzerland	$45M	-$43.9K	5	0.03%	Reduced
318	Palisade Capital Management Fort Lee, New Jersey	$44.9M	-$12.7M	2	1.22%	Reduced
319	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$44.8M	-$4.98M	1	0.27%	Reduced
320	TAM Telemark Asset Management Boston, Massachusetts	$44.5M	-$5.59M	3	3.87%	Reduced
321	Vaughan Nelson Investment Management Houston, Texas	$44.4M	+$8.26M	1	0.41%	Increased
322	Danica Pension Livsforsikrings Copenhagen V,	$44.2M	+$37.3M	1	0.91%	Increased
323	Qube Research & Technologies (QRT) London, United Kingdom	$44M	-$107M	5	0.07%	Reduced
324	Advisors Capital Management Ridgewood, New Jersey	$43.6M	-$1.81M	1	0.76%	Reduced
325	Wealth Enhancement Advisory Services Plymouth, Minnesota	$43.6M	+$209K	5	0.1%	Increased