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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
326	SL Summitry LLC Foster City, California	$132M	-$104M	2	4.35%	Reduced
327	MTC McDaniel Terry & Co Austin, Texas	$131M	-$662K	1	10.21%	Reduced
328	Diamond Hill Capital Management Columbus, Ohio	$128M	-$11M	1	1.03%	Reduced
329	National Philanthropic Trust Jenkintown, Pennsylvania	$128M	+$39K	1	1.85%	Increased
330	BCAM Boston Common Asset Management Boston, Massachusetts	$128M	-$8.39M	2	7.56%	Reduced
331	DP Dundas Partners Edinburgh, United Kingdom	$127M	-$3.99M	1	9.17%	Reduced
332	Hyperion Asset Management Brisbane, Australia	$126M	+$107M	1	3.34%	New
333	Hardman Johnston Global Advisors Stamford, Connecticut	$126M	+$4.66M	1	4.41%	Increased
334	Capital International Inc Los Angeles, California	$125M	-$2.77M	1	0.88%	Reduced
335	SRS Investment Management New York	$125M	-$101M	1	1.15%	Reduced
336	Crossmark Global Holdings Houston, Texas	$124M	-$4.28M	6	1.61%	Reduced
337	KBC Group Brussels, Belgium	$124M	-$1.59M	5	0.27%	Reduced
338	Gotham Asset Management New York	$124M	-$32.3M	6	0.29%	Reduced
339	Quadrature Capital London, United Kingdom	$123M	+$98.9M	6	1.06%	Increased
340	FACM Forest Avenue Capital Management Miami, Florida	$123M	+$105M	1	5.17%	New
341	AGUR Provident & Training Funds Management Tel Aviv, Israel	$123M	+$11.1M	1	0.67%	New
342	Sapient Capital Indianapolis, Indiana	$122M	+$19.2M	1	1.6%	Increased
343	Jupiter Asset Management London, United Kingdom	$122M	+$3.72M	1	0.6%	Increased
344	LCP LGT Capital Partners Pfaeffikon, Switzerland	$121M	-$14.9M	1	6.15%	Reduced
345	Nikko Asset Management Americas New York	$121M	-$23.9M	1	1.57%	Reduced
346	Groupe la Francaise Paris, France	$121M	-$1.34M	1	1.45%	Reduced
347	NewEdge Advisors New Orleans, Louisiana	$121M	+$1.1M	8	0.36%	Increased
348	Sanctuary Advisors Indianapolis, Indiana	$120M	+$12.3M	3	0.56%	Increased
349	AG Avala Global New York	$120M	-$67.2M	1	4.42%	Reduced
350	Obermeyer Wealth Partners Aspen, Colorado	$120M	-$1.22M	1	4.89%	Reduced