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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	$65.1M	-$381K	1	5.33%	Reduced
302	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$64.8M	-$277K	3	1.74%	Reduced
303	Voloridge Investment Management Jupiter, Florida	$64.5M	+$36.8M	3	0.24%	Increased
304	GIM Generate Investment Management Auckland, New Zealand	$64.3M	-$5.94M	1	3.57%	Reduced
305	DP Dundas Partners Edinburgh, United Kingdom	$64M	-$1.25M	1	4.45%	Reduced
306	National Philanthropic Trust Jenkintown, Pennsylvania	$63.8M	+$5.4M	1	0.85%	Increased
307	Iconiq Capital San Francisco, California	$63.5M	+$51.9M	1	1.07%	New
308	Simplex Trading Chicago, Illinois	$63.5M	-$37.4M	3	0.04%	Reduced
309	HC Headwater Capital Hong Kong, China	$63.4M	+$11.1M	1	22.01%	Increased
310	Modera Wealth Management Westwood, New Jersey	$61.7M	+$313K	1	0.76%	Increased
311	Tidal Investments Milwaukee, Wisconsin	$61.6M	+$11.7M	5	0.37%	Increased
312	Brandywine Global Investment Management Philadelphia, Pennsylvania	$61.3M	+$33.8M	2	0.43%	Increased
313	Obermeyer Wealth Partners Aspen, Colorado	$61M	+$24.6K	1	3.03%	Increased
314	Rubric Capital Management (New York) New York	$60.6M	-$659K	1	0.92%	Reduced
315	SPC Stony Point Capital New York	$60.6M	+$31.5M	1	4.59%	Increased
316	TW Trajan Wealth Scottsdale, Arizona	$60M	+$3.97M	1	2.94%	Increased
317	TCIM TOMS Capital Investment Management New York	$60M	-$70M	1	1.95%	Reduced
318	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$59.8M	-$371K	1	1.71%	Reduced
319	Brandes Investment Partners La Jolla, California	$59.7M	+$7.98M	1	0.54%	Increased
320	CRCM Cat Rock Capital Management Greenwich, Connecticut	$59.5M	+$7.43M	1	7.5%	Increased
321	Walleye Capital New York	$59.4M	-$21.5M	4	0.23%	Reduced
322	TNB Thomasville National Bank Thomasville, Georgia	$59.2M	+$9.38M	1	4.03%	Increased
323	NCA Newbrook Capital Advisors New York	$59.1M	+$8.6M	1	7.44%	Increased
324	H&H International Investment Palo Alto, California	$58.9M	-$2.19M	1	0.51%	Reduced
325	Carrhae Capital London, United Kingdom	$58.4M	+$47.8M	1	4.27%	New