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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	SIC Schwartz Investment Counsel Plymouth, Michigan	$51.3M	+$6.41M	1	1.76%	Increased
302	Osaic Holdings Scottsdale, Arizona	$50.3M	+$5.8M	8	0.11%	Increased
303	Nomura Asset Management Tokyo, Japan	$49.6M	+$1.85M	3	0.15%	Increased
304	Capital Fund Management (CFM) Paris, France	$48.7M	-$56.8M	5	0.14%	Reduced
305	TC Tairen Capital Hong Kong	$48.2M	+$56.5M	1	3.19%	New
306	MTC McDaniel Terry & Co Austin, Texas	$48M	-$657K	1	4.2%	Reduced
307	DP Dundas Partners Edinburgh, United Kingdom	$48M	$0	1	3.53%	Maintained
308	SIM SW Investment Management Telluride, Colorado	$47.9M	+$28.2M	1	14.97%	Increased
309	SCM Steadfast Capital Management New York	$47.1M	-$60.5M	1	1.25%	Reduced
310	Y.D. More Investments Ramat Gan, Israel	$46.8M	-$1.03M	3	4.09%	Reduced
311	Flossbach Von Storch Cologne, Germany	$46.6M	+$10M	1	0.2%	Increased
312	Generation Investment Management London, United Kingdom	$46.6M	-$13.4M	1	0.28%	Reduced
313	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$46.6M	+$568K	2	1.41%	Increased
314	J. Safra Sarasin Holding	$46.4M	-$16.2M	2	0.84%	Reduced
315	WP Wedgewood Partners St Louis, Missouri	$46.1M	-$2.92K	1	9.29%	Reduced
316	Perpetual Ltd Sydney, New South Wales, Australia	$45.7M	-$15.6M	1	0.55%	Reduced
317	AIM Alpine Investment Management Hong Kong	$45.6M	+$24.3M	1	10.01%	Increased
318	SCM Sirios Capital Management Boston, Massachusetts	$45.5M	+$10.3M	1	8.13%	Increased
319	Ruffer LLP London, United Kingdom	$45.3M	-$11.1M	1	1.74%	Reduced
320	H&H International Investment Palo Alto, California	$45.1M	+$52.8M	1	0.38%	New
321	Modera Wealth Management Westwood, New Jersey	$44.9M	-$401K	1	0.61%	Reduced
322	Appaloosa LP Short Hills, New Jersey	$44.8M	+$3.89M	1	0.53%	Increased
323	Obermeyer Wealth Partners Aspen, Colorado	$44.7M	-$2.46M	1	2.38%	Reduced
324	MFS Mirabella Financial Services London, United Kingdom	$44.3M	+$30.5M	3	1.81%	Increased
325	F FIFTHDELTA London, United Kingdom	$43.8M	+$44.6M	1	10.97%	Increased