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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	M&T Bank Buffalo, New York	$43.8M	+$596K	4	0.16%	Increased
327	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$43.5M	+$1.46M	1	1.32%	Increased
328	Liontrust Investment Partners London, United Kingdom	$43.3M	-$25M	2	0.68%	Reduced
329	OCM Ovata Capital Management Hong Kong	$43M	+$48.3M	2	16.32%	Increased
330	VARA Value Aligned Research Advisors Princeton, New Jersey	$42.3M	+$9.06M	3	3.08%	Increased
331	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$42.1M	+$4.68M	4	0.21%	Increased
332	HP Harvey Partners Tarrytown, New York	$41.9M	+$731K	1	4.89%	Increased
333	National Philanthropic Trust Jenkintown, Pennsylvania	$41.9M	-$105M	1	0.68%	Reduced
334	FCM Fernbridge Capital Management Los Angeles, California	$41.9M	+$24.3M	1	2.32%	Increased
335	BCM Benchstone Capital Management New York	$41.7M	+$22M	1	4.43%	Increased
336	Hosking Partners London, United Kingdom	$41.7M	-$415K	1	1.76%	Reduced
337	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$41.5M	+$3.3M	1	3.41%	Increased
338	MP Marcho Partners London, United Kingdom	$41M	+$4.6M	1	15.07%	Increased
339	Trillium Asset Management Boston, Massachusetts	$40.9M	+$6.29M	1	1.18%	Increased
340	TW Trajan Wealth Scottsdale, Arizona	$40.4M	+$1.73M	1	2.21%	Increased
341	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$39.8M	$0	1	4.55%	Maintained
342	E Fund Management Guangzhou, China	$39.7M	-$9.67M	1	1.9%	Reduced
343	MAI Capital Management Independence, Ohio	$39.3M	+$3.11M	6	0.3%	Increased
344	Advisors Capital Management Ridgewood, New Jersey	$39.2M	-$220K	1	0.61%	Reduced
345	Lido Advisors Los Angeles, California	$39.1M	+$4.81M	1	0.18%	Increased
346	Moran Wealth Management Naples, Florida	$39M	+$4.7M	3	1.31%	Increased
347	Tidal Investments Milwaukee, Wisconsin	$38.9M	+$3.48M	5	0.32%	Increased
348	Tudor Investment Corp Stamford, Connecticut	$38.8M	+$13.4M	2	0.13%	Increased
349	ARK Investment Management St. Petersburg, Florida	$38.7M	+$1.53M	2	0.39%	Increased
350	Schonfeld Strategic Advisors New York	$38.1M	-$47.8M	5	0.23%	Reduced