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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	TimesSquare Capital Management New York	$42.3M	-$14.1M	2	0.63%	Reduced
327	Sustainable Growth Advisers Stamford, Connecticut	$42M	+$24.7M	1	0.18%	Increased
328	Jupiter Asset Management London, United Kingdom	$41.9M	+$7.4M	1	0.37%	Increased
329	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$41.7M	+$9.37M	1	5.44%	Increased
330	Edmond de Rothschild Holding Chambesy, Switzerland	$41.3M	+$1.73M	1	0.66%	Increased
331	PHK Point72 Hong Kong Hong Kong	$41.2M	+$22.7M	3	2.81%	Increased
332	Wasatch Advisors Salt Lake City, Utah	$41.1M	-$11.7M	2	0.2%	Reduced
333	Walleye Trading New York	$40.9M	-$4.93M	2	0.09%	Reduced
334	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$40.8M	$0	1	3.22%	Maintained
335	Nikko Asset Management Americas New York	$40.7M	-$1.98M	1	0.46%	Reduced
336	Segall Bryant & Hamill Chicago, Illinois	$40.7M	-$6.24M	3	0.55%	Reduced
337	CRCM Cat Rock Capital Management Greenwich, Connecticut	$40.1M	+$39.4M	1	4.55%	New
338	Cambridge Investment Research Advisors Fairfield, Iowa	$40.1M	-$1.37M	5	0.14%	Reduced
339	SCM Sirios Capital Management Boston, Massachusetts	$40.1M	+$3.88M	1	7.09%	Increased
340	ARK Investment Management St. Petersburg, Florida	$40M	-$6.73M	2	0.37%	Reduced
341	Hosking Partners London, United Kingdom	$40M	-$3.39M	1	1.54%	Reduced
342	TCM Tran Capital Management San Rafael, California	$39.6M	-$419K	1	4.26%	Reduced
343	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$39.5M	-$615K	1	2.76%	Reduced
344	SIM SW Investment Management Telluride, Colorado	$39.3M	-$2.21M	1	10.39%	Reduced
345	Oppenheimer Asset Management New York	$38.8M	+$2.32M	4	0.47%	Increased
346	PNAA Pictet North America Advisors Geneva 73, Switzerland	$38.7M	+$529K	1	3.83%	Increased
347	Swiss National Bank Zurich, Switzerland	$38.7M	-$318K	5	0.03%	Reduced
348	FAS Formuepleje A/S Aarhus C, Denmark	$38.5M	+$6.14M	1	1.97%	Increased
349	CM Cercano Management Bellevue, Washington	$38.4M	+$37.6M	1	0.92%	New
350	TW Trajan Wealth Scottsdale, Arizona	$38.4M	-$151K	1	2.26%	Reduced