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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	Great Lakes Advisors Chicago, Illinois	$20.2M	+$17.5M	2	0.18%	Increased
327	Yousif Capital Management Bloomfield Hills, Michigan	$20.1M	-$796K	6	0.26%	Reduced
328	TWI Thomas White International Chicago, Illinois	$19.8M	-$213K	1	4.17%	Reduced
329	RI Redwood Investments Boston, Massachusetts	$19.6M	+$300K	2	2.51%	Increased
330	NIG NFJ Investment Group Dallas, Texas	$19.5M	+$690K	1	0.52%	Increased
331	Impax Asset Management Group London, United Kingdom	$19M	$0	2	0.08%	Maintained
332	ACM Analog Century Management New York	$19M	+$4.32M	1	5.75%	Increased
333	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$18.8M	-$3.87M	1	0.63%	Reduced
334	RG Renaissance Group Covington, Kentucky	$18.7M	+$187K	4	0.86%	Increased
335	BCM Bares Capital Management Austin, Texas	$18.6M	+$754K	1	0.66%	Increased
336	London & Capital Asset Management London, United Kingdom	$18.4M	-$764K	1	1.73%	Reduced
337	PNAA Pictet North America Advisors Geneva 73, Switzerland	$18.4M	+$715K	1	2.96%	Increased
338	EIP Easterly Investment Partners Beverly, Massachusetts	$17.5M	+$5.8M	1	1.54%	Increased
339	CGA Compound Global Advisors Mercer Island, Washington	$17.4M	+$4.88M	1	4.41%	Increased
340	Voloridge Investment Management Jupiter, Florida	$17.3M	-$20.3M	3	0.09%	Reduced
341	Optiver Holding Amsterdam, Netherlands	$17.3M	+$3.25M	1	0.01%	Increased
342	Moran Wealth Management Naples, Florida	$17.1M	+$2.53M	1	0.65%	Increased
343	HP Holowesko Partners Nassau, Bahamas	$17M	+$16.4M	1	8.94%	New
344	HC Henshaw Capital Woburn, Massachusetts	$17M	-$187K	1	1.05%	Reduced
345	Oppenheimer Asset Management New York	$16.9M	+$2.62M	3	0.26%	Increased
346	Brinker Capital Investments Berwyn, Pennsylvania	$16.9M	+$1.42M	3	0.21%	Increased
347	Orion Portfolio Solutions Omaha, Nebraska	$16.9M	+$15.2M	3	0.21%	Increased
348	CCLA Investment Management London, United Kingdom	$16.7M	+$969K	1	0.33%	Increased
349	JLBC J.L. Bainbridge & Co Sarasota, Florida	$16.7M	+$16.1M	1	2.29%	New
350	Marsico Capital Management Denver, Colorado	$16.6M	+$1.47M	1	0.78%	Increased