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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	Channing Capital Management Chicago, Illinois	$81.9M	+$53.4M	1	2.11%	Increased
327	WGAM Wilkinson Global Asset Management New York	$81.9M	-$5.42M	1	5.59%	Reduced
328	AIM Allen Investment Management New York	$81.5M	+$17.5M	1	0.9%	Increased
329	Gotham Asset Management New York	$80.6M	-$7.61M	4	0.29%	Reduced
330	MTC McDaniel Terry & Co Austin, Texas	$80.4M	-$6.29M	1	7%	Reduced
331	ARAM Ardmore Road Asset Management New York	$78.4M	+$15M	3	5.94%	Increased
332	NewEdge Advisors New Orleans, Louisiana	$78.3M	+$22.5M	8	0.28%	Increased
333	Modera Wealth Management Westwood, New Jersey	$78.1M	-$2.14M	1	0.9%	Reduced
334	Obermeyer Wealth Partners Aspen, Colorado	$78M	-$3.36M	1	3.56%	Reduced
335	Sapient Capital Indianapolis, Indiana	$77.8M	+$31.8M	1	1.09%	Increased
336	Banque Transatlantique Paris, France	$77.5M	+$55.4M	1	1.88%	Increased
337	Penserra Capital Management Orinda, California	$76.6M	-$6.44M	2	0.91%	Reduced
338	Defiance ETFs New York	$76.5M	+$71.5M	2	2.5%	New
339	MAI Capital Management Independence, Ohio	$76.1M	-$3.92M	6	0.44%	Reduced
340	MCP Meridiem Capital Partners Dallas, Texas	$76M	+$16.6M	1	4.59%	Increased
341	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$75.5M	+$1.58M	1	2.21%	Increased
342	Capital Group Private Client Services Los Angeles, California	$75.2M	-$3.42M	1	1.2%	Reduced
343	Rubric Capital Management (New York) New York	$73.9M	$0	1	0.88%	Maintained
344	FDP Financiere des Professionnels Montreal, Quebec, Canada	$73.8M	-$714K	1	4.18%	Reduced
345	Cornerstone Investment Partners Atlanta, Georgia	$73.8M	+$70.6M	2	2.86%	Increased
346	Lido Advisors Los Angeles, California	$73.6M	+$901K	1	0.22%	Increased
347	Oribel Capital Management New York	$73.5M	+$68.7M	1	3.37%	Increased
348	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$73.3M	-$21.9M	3	0.17%	Reduced
349	OCM Ovata Capital Management Hong Kong	$73.1M	-$8.45M	2	8.87%	Reduced
350	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$72.9M	$0	1	5.88%	Maintained