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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	Summit Partners Public Asset Management Boston, Massachusetts	$58.2M	+$11.8M	1	1.47%	Increased
327	Advent International Boston, Massachusetts	$58.2M	+$47.6M	1	1.89%	New
328	Cambridge Investment Research Advisors Fairfield, Iowa	$57.9M	+$5.92M	4	0.18%	Increased
329	MP Marcho Partners London, United Kingdom	$57.5M	+$1.28M	1	20.37%	Increased
330	BCM Benchstone Capital Management New York	$57.1M	+$172K	1	5.04%	Increased
331	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$57M	+$167K	1	4.28%	Increased
332	MAI Capital Management Independence, Ohio	$56.5M	+$2.36M	8	0.39%	Increased
333	JC Joho Capital New York	$56.4M	+$15M	1	7.95%	Increased
334	IHG Insight Holdings Group New York	$55.9M	+$5.67M	1	2.34%	Increased
335	SIM SW Investment Management Telluride, Colorado	$55.6M	$0	1	13.3%	Maintained
336	Lido Advisors Los Angeles, California	$55.6M	+$1.92M	2	0.22%	Increased
337	Perpetual Ltd Sydney, New South Wales, Australia	$55.1M	-$5.92M	1	0.65%	Reduced
338	SFM Systematic Financial Management Teaneck, New Jersey	$55.1M	+$1.25M	3	1.47%	Increased
339	OCM Ovata Capital Management Hong Kong	$54.5M	-$2.23M	2	11.79%	Reduced
340	Wealth Enhancement Advisory Services Plymouth, Minnesota	$54.5M	+$4.34M	5	0.09%	Increased
341	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$54.4M	$0	1	5.43%	Maintained
342	Trillium Asset Management Boston, Massachusetts	$53.9M	-$1.57M	1	1.45%	Reduced
343	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$53.6M	+$4.01M	1	9.17%	Increased
344	Advisors Capital Management Ridgewood, New Jersey	$52.5M	-$827K	1	0.72%	Reduced
345	FCM Fernbridge Capital Management Los Angeles, California	$52.4M	-$3.84M	1	2.5%	Reduced
346	Silvercrest Asset Management New York	$52M	+$17.6M	3	0.35%	Increased
347	Erste Asset Management Vienna, Austria	$50.2M	+$11.4M	2	0.42%	Increased
348	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$50.1M	-$18.3M	1	1.89%	Reduced
349	Moran Wealth Management Naples, Florida	$50.1M	-$922K	3	1.54%	Reduced
350	AAM AMI Asset Management Los Angeles, California	$49.8M	+$392K	1	2.85%	Increased