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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	SCM Suvretta Capital Management New York	$101M	+$9.4M	1	2.58%	Increased
302	Diamond Hill Capital Management Columbus, Ohio	$100M	-$11M	1	0.63%	Reduced
303	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$99.6M	-$4.69M	2	2.12%	Reduced
304	LCP LGT Capital Partners Pfaeffikon, Switzerland	$98.3M	-$23.7M	1	5.22%	Reduced
305	Penserra Capital Management Orinda, California	$98.3M	+$6.18M	2	1.15%	Increased
306	Voloridge Investment Management Jupiter, Florida	$98.2M	+$73.5M	4	0.39%	Increased
307	Cambridge Investment Research Advisors Fairfield, Iowa	$97.9M	+$2.27M	5	0.25%	Increased
308	Squarepoint New York	$97.5M	+$95.7M	5	0.11%	Increased
309	BCAM Boston Common Asset Management Boston, Massachusetts	$97.2M	-$15.2M	1	6.26%	Reduced
310	SPC Stony Point Capital New York	$96.9M	-$431K	1	7.79%	Reduced
311	Nomura Asset Management Tokyo, Japan	$96.3M	+$1.61M	3	0.25%	Increased
312	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$95.8M	+$87.1K	2	4.59%	Increased
313	AAM AMI Asset Management Los Angeles, California	$95.4M	-$1.38M	2	6.09%	Reduced
314	LSCM Light Street Capital Management Palo Alto, California	$95.2M	-$8.34M	2	17.83%	Reduced
315	Copeland Capital Management Conshohocken, Pennsylvania	$95M	-$25.3M	2	2.11%	Reduced
316	Segall Bryant & Hamill Chicago, Illinois	$94.7M	-$45.7M	3	1.36%	Reduced
317	Boston Partners Boston, Massachusetts	$94.7M	-$16.4M	3	0.1%	Reduced
318	BCM Brown Capital Management Baltimore, Maryland	$94M	-$69M	1	13.35%	Reduced
319	Lingotto Investment Management London, United Kingdom	$93.7M	+$808K	1	1.85%	Increased
320	Defiance ETFs New York	$93.3M	+$1.12M	2	1.34%	Increased
321	DP Dundas Partners Edinburgh, United Kingdom	$93M	-$2.4M	1	7.42%	Reduced
322	MTC McDaniel Terry & Co Austin, Texas	$93M	+$3.59M	1	7.9%	Increased
323	Third Point New York	$92.9M	-$51.6M	1	4.46%	Reduced
324	Trexquant Investment Stamford, Connecticut	$91.7M	+$95.4M	4	0.66%	New
325	Capital International Inc Los Angeles, California	$90.8M	-$6.26M	1	0.7%	Reduced