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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	Flossbach Von Storch Cologne, Germany	$16.8M	+$1.38M	1	0.07%	Increased
327	Marsico Capital Management Denver, Colorado	$16.8M	+$158K	1	0.44%	Increased
328	Old National Bancorp Evansville, Indiana	$16.6M	+$129K	1	0.7%	Increased
329	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$16.5M	+$1.15M	3	0.04%	Increased
330	Two Sigma Investments New York	$16.5M	+$3.31M	6	0.05%	Increased
331	MAM Majedie Asset Management London, United Kingdom	$16.3M	-$185K	1	1.25%	Reduced
332	ACB Aristotle Capital Boston Boston, Massachusetts	$16.2M	+$1.12M	1	0.38%	Increased
333	SC Shellback Capital Boston, Massachusetts	$16.2M	-$5.72M	1	1.29%	Reduced
334	Caxton Associates (New York) New York	$16.2M	-$4M	1	1.12%	Reduced
335	LAM Lapides Asset Management Greenwich, Connecticut	$16.1M	+$765K	1	6.92%	Increased
336	Mariner Overland Park, Kansas	$16.1M	-$17M	2	0.12%	Reduced
337	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$15.9M	+$6.09M	3	0.29%	Increased
338	MFWM Motley Fool Wealth Management Alexandria, Virginia	$15.9M	+$381K	1	0.71%	Increased
339	HP Harvey Partners Tarrytown, New York	$15.9M	+$6.91M	2	11.02%	Increased
340	AssetMark Inc Concord, California	$15.8M	-$1.38M	2	0.09%	Reduced
341	CWM Cabot Wealth Management Salem, Massachusetts	$15.8M	-$251K	1	2.43%	Reduced
342	SAM Stenahm Asset Management Guernsey	$15.8M	+$13.7M	1	13.25%	New
343	Kornitzer Capital Management Shawnee Mission, Kansas	$15.7M	$0	1	0.27%	Maintained
344	FFA First Foundation Advisors Irvine, California	$15.7M	+$1.33M	1	0.7%	Increased
345	Assenagon Asset Management Senningerberg, Luxembourg	$15.6M	-$5.65M	3	0.07%	Reduced
346	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$15.6M	-$2.22M	1	2.74%	Reduced
347	State of Michigan Retirement System Lansing, Michigan	$15.5M	+$13.5M	1	0.11%	New
348	WI Wafra Inc New York	$15.5M	$0	1	0.69%	Maintained
349	Brandywine Global Investment Management Philadelphia, Pennsylvania	$15.5M	-$41.8K	1	0.13%	Reduced
350	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$15.4M	$0	1	0.61%	Maintained