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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	Hosking Partners London, United Kingdom	$43.5M	+$9.31M	1	1.61%	Increased
327	Nikko Asset Management Americas New York	$42.8M	+$7.72M	1	0.49%	Increased
328	Mariner Overland Park, Kansas	$42.6M	+$2.11M	6	0.08%	Increased
329	DCM Divisar Capital Management San Francisco, California	$42.2M	-$1.19M	2	7.99%	Reduced
330	Cambridge Investment Research Advisors Fairfield, Iowa	$41.8M	+$8.16M	4	0.15%	Increased
331	WP Wedgewood Partners St Louis, Missouri	$41.5M	-$892K	1	8.48%	Reduced
332	Diamond Hill Capital Management Columbus, Ohio	$41.5M	+$373K	1	0.18%	Increased
333	Robeco Schweiz Zurich, Switzerland	$41.4M	-$8.93M	1	0.8%	Reduced
334	Calamos Advisors Naperville, Illinois	$41.3M	-$7.23M	2	0.18%	Reduced
335	Meitav Investment House Bene-Beraq, Israel	$41M	+$850K	1	0.73%	Increased
336	Whale Rock Capital Management Boston, Massachusetts	$41M	-$114K	1	0.58%	Reduced
337	M&T Bank Buffalo, New York	$40.9M	+$6.57M	4	0.14%	Increased
338	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$40.8M	-$1.29M	1	3.57%	Reduced
339	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$40.2M	+$45.1K	1	2.97%	Increased
340	Kinetic Partners Management Miami, Florida	$40.1M	+$13.3M	1	2.92%	Increased
341	Cresset Asset Management Chicago, Illinois	$40.1M	+$3.37M	4	0.17%	Increased
342	TCM Tran Capital Management San Rafael, California	$40M	+$16.9M	1	4.64%	Increased
343	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$40M	+$1.81M	2	2.09%	Increased
344	NO Ninety One Cape Town, South Africa	$39.9M	+$9.91M	1	6.18%	Increased
345	M&G plc London, United Kingdom	$39.6M	+$1.01M	2	0.16%	Increased
346	Edmond de Rothschild Holding Chambesy, Switzerland	$39.5M	-$2.73M	1	0.67%	Reduced
347	TW Trajan Wealth Scottsdale, Arizona	$38.6M	+$2.18M	1	2.47%	Increased
348	Moran Wealth Management Naples, Florida	$38.4M	-$2.99M	2	1.26%	Reduced
349	Mawer Investment Management Calgary, Alberta, Canada	$38.4M	-$5.93M	1	0.18%	Reduced
350	PNAA Pictet North America Advisors Geneva 73, Switzerland	$38.2M	+$2.86M	1	4.15%	Increased