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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	Cubist Systematic Strategies Stamford, Connecticut	$48.7M	+$34M	3	0.3%	Increased
302	Modera Wealth Management Westwood, New Jersey	$48M	+$1.02K	1	0.61%	Increased
303	Aquatic Capital Management Chicago, Illinois	$47.8M	+$22.1M	3	1.25%	Increased
304	Trillium Asset Management Boston, Massachusetts	$46.9M	-$2.24M	1	1.15%	Reduced
305	Pictet Asset Management Carouge, Switzerland	$46.7M	-$6.51M	6	0.05%	Reduced
306	MGM Manchester Global Management London, United Kingdom	$46.5M	-$5.86M	1	7.51%	Reduced
307	M&T Bank Buffalo, New York	$46.4M	+$5.73M	4	0.15%	Increased
308	WP Wedgewood Partners St Louis, Missouri	$45.9M	-$282K	1	8.34%	Reduced
309	MC Metropolis Capital Amersham, United Kingdom	$45.8M	-$6.67M	1	1.59%	Reduced
310	FDP Financiere des Professionnels Montreal, Quebec, Canada	$45.6M	+$19.4M	1	3.12%	Increased
311	PC Port Capital Chicago, Illinois	$44.5M	-$5.86M	1	1.99%	Reduced
312	Boston Partners Boston, Massachusetts	$44.4M	-$2.59M	2	0.05%	Reduced
313	Flossbach Von Storch Cologne, Germany	$44.3M	-$10.1M	1	0.17%	Reduced
314	Mariner Overland Park, Kansas	$44.1M	+$2.21M	6	0.08%	Increased
315	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$43.9M	-$7.05M	3	0.38%	Reduced
316	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$43.9M	-$833K	1	0.25%	Reduced
317	Whale Rock Capital Management Boston, Massachusetts	$43.9M	+$2.89M	1	0.62%	Increased
318	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$43.4M	-$1.46M	2	0.39%	Reduced
319	Oberweis Asset Management Lisle, Illinois	$43.2M	-$1.08M	3	2.21%	Reduced
320	Kinetic Partners Management Miami, Florida	$43.1M	+$2.94M	1	2.99%	Increased
321	DGM Delta Global Management New York	$43.1M	+$42.2M	1	2.89%	New
322	M&G plc London, United Kingdom	$43M	+$6.07M	2	0.16%	Increased
323	DCM Divisar Capital Management San Francisco, California	$43M	+$4.14M	2	7.93%	Increased
324	Advisors Capital Management Ridgewood, New Jersey	$42.7M	-$864K	1	0.69%	Reduced
325	Diamond Hill Capital Management Columbus, Ohio	$42.4M	+$985K	1	0.17%	Increased