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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	National Philanthropic Trust Jenkintown, Pennsylvania	$90.4M	-$2.09M	1	0.96%	Reduced
327	Crossmark Global Holdings Houston, Texas	$90.1M	-$3.95M	6	1.33%	Reduced
328	SIG Senator Investment Group New York	$88.7M	-$21.3M	1	4.07%	Reduced
329	KBC Group Brussels, Belgium	$87.9M	+$13.9M	5	0.22%	Increased
330	Gotham Asset Management New York	$87.8M	-$9.59M	5	0.27%	Reduced
331	TW Trajan Wealth Scottsdale, Arizona	$86.6M	-$17.9M	1	3.5%	Reduced
332	Groupe la Francaise Paris, France	$86.3M	-$11.4M	1	1.18%	Reduced
333	Obermeyer Wealth Partners Aspen, Colorado	$85.7M	-$1.05M	1	3.95%	Reduced
334	WGAM Wilkinson Global Asset Management New York	$85.1M	-$6.01M	1	6.48%	Reduced
335	Modera Wealth Management Westwood, New Jersey	$85.1M	-$1.77M	1	1.02%	Reduced
336	Hardman Johnston Global Advisors Stamford, Connecticut	$85.1M	-$19.6M	1	4.04%	Reduced
337	MAI Capital Management Independence, Ohio	$84.8M	+$157K	8	0.48%	Increased
338	GIM Generate Investment Management Auckland, New Zealand	$84.2M	-$21.7M	1	4.15%	Reduced
339	NewEdge Advisors New Orleans, Louisiana	$84M	-$3.52M	8	0.3%	Reduced
340	SCM Steadfast Capital Management New York	$83.6M	-$21.5M	1	2.86%	Reduced
341	Walleye Capital New York	$82.6M	-$47.3M	4	0.34%	Reduced
342	Zurich Cantonal Bank Zurich, Switzerland	$82.4M	+$5.55M	6	0.18%	Increased
343	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$81.9M	+$2.35M	1	11.97%	Increased
344	TD Waterhouse Canada Toronto, Ontario, Canada	$81.8M	+$44M	4	0.24%	Increased
345	Focus Partners Wealth Boston, Massachusetts	$81.8M	+$4.97M	6	0.09%	Increased
346	SH Spear Holdings Dubai, United Arab Emirates	$81.3M	+$82.1M	1	8.11%	Increased
347	PO PBCay One Dubai, United Arab Emirates	$81.3M	+$82.1M	1	6.05%	Increased
348	Jupiter Asset Management London, United Kingdom	$81M	+$46.8M	1	0.43%	Increased
349	DnB Asset Management Oslo, Norway	$80.7M	-$156M	4	0.29%	Reduced
350	Erste Asset Management Vienna, Austria	$80.6M	+$28.8M	1	0.75%	Increased