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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	Yousif Capital Management Bloomfield Hills, Michigan	$19.1M	-$557K	6	0.24%	Reduced
327	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$18.7M	-$18.1M	4	0.02%	Reduced
328	PIM Paradice Investment Management Denver, Colorado	$18.4M	-$1.8M	1	1.58%	Reduced
329	SH SeaTown Holdings Singapore	$18.2M	+$19.9M	1	1.49%	New
330	RG Renaissance Group Covington, Kentucky	$18.2M	-$1.72M	4	0.83%	Reduced
331	CCLA Investment Management London, United Kingdom	$18M	+$192K	1	0.34%	Increased
332	ACM Analog Century Management New York	$17.9M	+$1.42M	1	4.8%	Increased
333	NP NS Partners London, United Kingdom	$17.9M	-$48.1K	1	0.96%	Reduced
334	Hosking Partners London, United Kingdom	$17.7M	-$11.1M	1	0.78%	Reduced
335	LBP AM Paris, France	$17.6M	+$4.01M	1	0.39%	Increased
336	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$17.6M	$0	1	0.59%	Maintained
337	Harvard Management Company Boston, Massachusetts	$17.6M	$0	1	1.99%	Maintained
338	State of Wisconsin Investment Board Madison, Wisconsin	$17.5M	+$7.53M	6	0.05%	Increased
339	SCA Southpoint Capital Advisors New York	$17.4M	-$52M	1	0.39%	Reduced
340	DCM Dupont Capital Management Wilmington, Delaware	$17.2M	+$16.3M	1	1.5%	Increased
341	MAI Capital Management Independence, Ohio	$17.1M	-$3.13M	3	0.25%	Reduced
342	New York State Teachers Retirement System (NYSTRS) Albany, New York	$16.9M	-$430K	4	0.04%	Reduced
343	MC Minot Capital Broomfield, Colorado	$16.9M	$0	1	3.44%	Maintained
344	Oberweis Asset Management Lisle, Illinois	$16.6M	+$5.92M	3	1.77%	Increased
345	PNAA Pictet North America Advisors Geneva 73, Switzerland	$16.6M	-$11.7K	1	2.36%	Reduced
346	M&T Bank Buffalo, New York	$16.6M	+$2.38M	3	0.07%	Increased
347	Laurion Capital Management New York	$16.6M	+$16.6M	1	0.1%	Increased
348	Group One Trading Chicago, Illinois	$16.6M	-$4.16M	3	0.06%	Reduced
349	TCW Group Los Angeles, California	$16.5M	+$1.07M	1	0.21%	Increased
350	Marsico Capital Management Denver, Colorado	$16.4M	-$9.27M	1	0.7%	Reduced