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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	Oppenheimer Asset Management New York	$11.2M	-$619K	2	0.2%	Reduced
327	PCM Penn Capital Management Philadelphia, Pennsylvania	$11.2M	-$2.02M	1	1.25%	Reduced
328	Shelton Capital Management Denver, Colorado	$11.1M	-$1.11M	2	0.53%	Reduced
329	MBA Maple-Brown Abbott Barangaroo, Australia	$11M	+$909K	1	1.42%	Increased
330	MFAM Motley Fool Asset Management Alexandria, Virginia	$11M	-$344K	1	1.08%	Reduced
331	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11M	-$395K	4	0.02%	Reduced
332	Thompson Siegel & Walmsley Richmond, Virginia	$11M	+$41K	1	0.19%	Increased
333	HCA Hyperion Capital Advisors New York	$10.8M	-$91.3K	1	5.34%	Reduced
334	Flossbach Von Storch Cologne, Germany	$10.8M	-$7.69M	1	0.04%	Reduced
335	CCLA Investment Management London, United Kingdom	$10.8M	+$12.9M	1	0.26%	New
336	TNB Thomasville National Bank Thomasville, Georgia	$10.7M	+$590K	1	1.28%	Increased
337	Fundsmith LLP London, United Kingdom	$10.7M	$0	1	0.05%	Maintained
338	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$10.6M	-$5.93M	1	0.52%	Reduced
339	Panagora Asset Management Boston, Massachusetts	$10.5M	+$94.5K	1	0.07%	Increased
340	M&T Bank Buffalo, New York	$10.4M	-$4.01M	1	0.05%	Reduced
341	MS Mizuho Securities Tokyo, Japan	$10.4M	-$14.6M	1	3.53%	Reduced
342	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.4M	-$33.3M	3	0.02%	Reduced
343	Squarepoint New York	$10.3M	-$1.39M	4	0.05%	Reduced
344	NONA Ninety One North America New York	$10.2M	+$408K	1	0.49%	Increased
345	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$10.1M	+$661K	1	7.83%	Increased
346	NIG NFJ Investment Group Dallas, Texas	$9.9M	-$3.02M	1	0.26%	Reduced
347	BCC Biglari Capital Corp San Antonio, Texas	$9.85M	+$11.7M	1	1.86%	Increased
348	Carmignac Gestion Paris, France	$9.83M	-$382K	1	0.21%	Reduced
349	Bridgeway Capital Management Houston, Texas	$9.78M	+$51.9K	3	0.26%	Increased
350	CWM Cabot Wealth Management Salem, Massachusetts	$9.71M	+$296K	1	1.64%	Increased