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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	Wealth Enhancement Advisory Services Plymouth, Minnesota	$48.6M	+$9.32M	5	0.09%	Increased
327	Boston Partners Boston, Massachusetts	$48.5M	-$932K	2	0.06%	Reduced
328	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$48.2M	-$1.69M	1	0.28%	Reduced
329	Castle Hook Partners New York	$48M	+$47M	1	0.59%	New
330	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$47.4M	$0	1	5.08%	Maintained
331	AAM AMI Asset Management Los Angeles, California	$47.1M	+$46.2M	1	2.51%	New
332	Advisors Capital Management Ridgewood, New Jersey	$46.9M	-$1.6M	1	0.74%	Reduced
333	WP Wedgewood Partners St Louis, Missouri	$46.8M	-$1.8M	1	9.21%	Reduced
334	Marshall Wace London, United Kingdom	$46.5M	-$48.9M	3	0.06%	Reduced
335	TW Trajan Wealth Scottsdale, Arizona	$46.4M	+$2.67M	1	2.57%	Increased
336	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$46.2M	-$155K	1	3.74%	Reduced
337	GF Fund Management Guangzhou, China	$46M	+$45.1M	1	1%	New
338	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$45.6M	-$16.4M	5	0.23%	Reduced
339	Flossbach Von Storch Cologne, Germany	$45.3M	-$4.97M	1	0.18%	Reduced
340	ARK Investment Management St. Petersburg, Florida	$44.7M	-$663K	2	0.37%	Reduced
341	Tidal Investments Milwaukee, Wisconsin	$44.5M	+$19.5M	4	0.35%	Increased
342	Cambridge Investment Research Advisors Fairfield, Iowa	$44.5M	-$412K	5	0.15%	Reduced
343	PNAA Pictet North America Advisors Geneva 73, Switzerland	$44.3M	+$219K	1	4.21%	Increased
344	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$44.2M	-$791K	1	3.15%	Reduced
345	MP Marcho Partners London, United Kingdom	$44.1M	+$18.1M	1	11.84%	Increased
346	TAM Talos Asset Management New York	$44M	+$43.2M	1	10.4%	New
347	Brandes Investment Partners La Jolla, California	$44M	-$12.2M	1	0.49%	Reduced
348	Pictet Asset Management Carouge, Switzerland	$43.9M	-$8.24M	6	0.05%	Reduced
349	SCM Sirios Capital Management Boston, Massachusetts	$43.7M	-$1.83M	1	7.84%	Reduced
350	CM Cercano Management Bellevue, Washington	$43.6M	$0	1	1.11%	Maintained