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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	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$20.6M	-$2.07M	1	1.55%	Reduced
327	ExodusPoint Capital Management New York	$20.5M	+$6.77M	4	0.3%	Increased
328	Marshall Wace London, United Kingdom	$20.2M	-$4.66M	5	0.09%	Reduced
329	Advisors Asset Management Monument, Colorado	$19.9M	+$1.29M	3	0.31%	Increased
330	ZDA Zweig-DiMenna Associates New York	$19.9M	-$6.87M	1	1.38%	Reduced
331	MBA Maple-Brown Abbott Barangaroo, Australia	$19.9M	-$8.97M	1	1.11%	Reduced
332	NP NS Partners London, United Kingdom	$19.8M	-$9.02M	1	1.15%	Reduced
333	ACB Aristotle Capital Boston Boston, Massachusetts	$19.8M	+$2.95M	1	0.44%	Increased
334	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$19.3M	-$14.9M	3	0.12%	Reduced
335	AFG American Financial Group Cincinnati, Ohio	$19.3M	-$19.4M	1	3.21%	Reduced
336	CWA Asset Management Group Naples, Florida	$19.3M	-$5.86M	1	1.76%	Reduced
337	Two Sigma Investments New York	$19.2M	-$3.06M	4	0.05%	Reduced
338	Veritas Asset Management London, United Kingdom	$19M	+$19.9M	1	0.1%	New
339	Scotia Capital Toronto, Ontario, Canada	$18.7M	+$3.17M	1	0.15%	Increased
340	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$18.6M	+$651K	4	0.04%	Increased
341	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$18.5M	-$1.6M	1	1%	Reduced
342	Commonwealth Equity Services Waltham, Massachusetts	$18.4M	+$6.18M	3	0.05%	Increased
343	Grimes & Company Westborough, Massachusetts	$18.2M	-$3.74M	2	0.88%	Reduced
344	FFA First Foundation Advisors Irvine, California	$18.1M	+$1.17M	1	0.78%	Increased
345	State of Michigan Retirement System Lansing, Michigan	$17.8M	+$812K	2	0.11%	Increased
346	Destination Wealth Management Walnut Creek, California	$17.8M	+$18.6M	1	0.74%	New
347	TCMG TSP Capital Management Group Summit, New Jersey	$17.7M	-$52K	1	6.24%	Reduced
348	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$17.7M	-$4.52M	5	0.17%	Reduced
349	MC Maplelane Capital New York	$17.6M	+$10.3M	1	0.37%	Increased
350	FI Fosun International Hong Kong, China	$17.3M	+$14.1M	1	1.36%	Increased