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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	Tudor Investment Corp Stamford, Connecticut	$69.5M	+$44M	3	0.12%	Increased
327	Huntington National Bank Columbus, Ohio	$69.4M	+$53.6M	7	0.42%	Increased
328	Wealth Enhancement Advisory Services Plymouth, Minnesota	$69.3M	+$951K	6	0.1%	Increased
329	Qube Research & Technologies (QRT) London, United Kingdom	$69.2M	-$45.9M	4	0.07%	Reduced
330	FDP Financiere des Professionnels Montreal, Quebec, Canada	$68.5M	+$8.28M	1	3.94%	Increased
331	SH Spear Holdings Dubai, United Arab Emirates	$68.3M	-$12.1M	1	3.84%	Reduced
332	Aberdeen Group Edinburgh, United Kingdom	$68.2M	-$66.7M	4	0.11%	Reduced
333	Generation Investment Management London, United Kingdom	$67.9M	-$13.2M	1	0.45%	Reduced
334	Gotham Asset Management New York	$67.6M	+$19.3M	4	0.29%	Increased
335	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$67.4M	-$3.72M	1	1.97%	Reduced
336	Capital Fund Management (CFM) Paris, France	$67.2M	+$26.1M	4	0.18%	Increased
337	NCA Newbrook Capital Advisors New York	$67.1M	-$4.99M	1	8.21%	Reduced
338	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$67M	$0	1	5.94%	Maintained
339	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$66.3M	+$196K	1	10.73%	Increased
340	KBC Group Brussels, Belgium	$65.9M	+$28.7M	5	0.16%	Increased
341	CSNH Crow's Nest Holdings Richmond, Virginia	$65.5M	+$57.4M	1	13.65%	New
342	Perpetual Ltd Sydney, New South Wales, Australia	$65.5M	-$2.17M	1	0.81%	Reduced
343	Advisors Capital Management Ridgewood, New Jersey	$65.1M	+$327K	1	0.81%	Increased
344	LMR Partners London, United Kingdom	$63.4M	+$31.1M	2	0.28%	Increased
345	Jefferies Financial Group New York	$61.7M	+$43M	1	0.29%	Increased
346	MSR Main Street Research Lakeville, Connecticut	$61.7M	+$20.5M	1	3.33%	Increased
347	AAM AMI Asset Management Los Angeles, California	$61M	-$380K	1	3.41%	Reduced
348	DIA Davidson Investment Advisors Great Falls, Montana	$60.6M	+$104K	1	2.57%	Increased
349	Mawer Investment Management Calgary, Alberta, Canada	$59.9M	+$1.55M	1	0.31%	Increased
350	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$59.5M	-$1.34M	1	3.84%	Reduced