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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
351	SCM Soros Capital Management New York	$10.1M	+$9.5M	1	2.12%	New
352	NONA Ninety One North America New York	$10M	-$1.13M	1	1.1%	Reduced
353	Jacobs Levy Equity Management Florham Park, New Jersey	$10M	-$15.4M	2	0.1%	Reduced
354	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$9.83M	+$45.9K	2	0.44%	Increased
355	Panagora Asset Management Boston, Massachusetts	$9.79M	-$243K	2	0.06%	Reduced
356	PGAM Princeton Global Asset Management Princeton, New Jersey	$9.61M	-$1.48M	1	3.88%	Reduced
357	SG Americas Securities New York	$9.59M	-$5.62M	3	0.06%	Reduced
358	MIC Meridian Investment Counsel Lafayette, California	$9.52M	-$74.5K	1	4.61%	Reduced
359	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$9.47M	$0	1	0.13%	Maintained
360	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$9.47M	-$2.29M	4	0.1%	Reduced
361	CIM Chiron Investment Management New York	$9.4M	-$8.12M	1	1.75%	Reduced
362	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$9.34M	-$456K	2	0.53%	Reduced
363	MAMU Marathon Asset Management (UK) London, United Kingdom	$9.28M	$0	1	0.15%	Maintained
364	Two Sigma Investments New York	$9.25M	-$79.8M	5	0.03%	Reduced
365	Nomura Asset Management Tokyo, Japan	$9.13M	-$403K	1	0.07%	Reduced
366	Azimuth Capital Management Bloomfield Hills, Michigan	$9.12M	-$2.92M	1	0.54%	Reduced
367	Segall Bryant & Hamill Chicago, Illinois	$9.09M	+$2.61M	3	0.12%	Increased
368	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9.04M	-$246K	3	0.07%	Reduced
369	Avalon Investment & Advisory Houston, Texas	$9.02M	-$2.4M	1	0.2%	Reduced
370	William Blair & Company Chicago, Illinois	$8.95M	+$774K	2	0.04%	Increased
371	NGA Naples Global Advisors Naples, Florida	$8.93M	-$175K	1	1.74%	Reduced
372	ECG Edge Capital Group Atlanta, Georgia	$8.91M	-$380K	1	0.89%	Reduced
373	Shelton Capital Management Denver, Colorado	$8.84M	-$248K	1	0.37%	Reduced
374	Vestcor Inc Fredericton, New Brunswick, Canada	$8.84M	-$493K	1	0.41%	Reduced
375	NCM Noesis Capital Mangement Boca Raton, Florida	$8.83M	-$217K	1	2.5%	Reduced