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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	AAM Augustine Asset Management Jacksonville, Florida	$15.1M	-$61.7K	1	7.84%	Reduced
352	Creative Planning Overland Park, Kansas	$15.1M	+$7.7M	1	0.03%	Increased
353	Shelton Capital Management Denver, Colorado	$15M	+$2.73M	1	0.68%	Increased
354	ET Equitable Trust Nashville, Tennessee	$15M	-$62.1K	1	1.11%	Reduced
355	CCM Carderock Capital Management Chevy Chase, Maryland	$14.7M	+$17.4K	1	4.44%	Increased
356	RG Renaissance Group Covington, Kentucky	$14.7M	-$3.62M	4	0.63%	Reduced
357	RI Redwood Investments Boston, Massachusetts	$14.6M	-$731K	1	1.25%	Reduced
358	Scotia Capital Toronto, Ontario, Canada	$14.5M	+$33.2K	1	0.13%	Increased
359	Oppenheimer & Co New York	$14.4M	+$203K	2	0.3%	Increased
360	Victory Capital Management San Antonio, Texas	$13.9M	+$5.08M	5	0.02%	Increased
361	Cullen Capital Management New York	$13.8M	-$4.08M	2	0.77%	Reduced
362	AC Albar Capital London, United Kingdom	$13.8M	+$12M	1	6.57%	New
363	Brinker Capital Investments Berwyn, Pennsylvania	$13.8M	-$4.07M	1	0.21%	Reduced
364	GIPM G2 Investment Partners Management New York	$13.8M	+$9.97M	1	2.53%	Increased
365	FG Formula Growth Montreal, Quebec, Canada	$13.7M	+$3.9M	1	2.28%	Increased
366	EP Edgestream Partners Princeton, New Jersey	$13.6M	+$11.9M	1	0.69%	New
367	Manning & Napier Group Fairport, New York	$13.5M	+$11.7M	1	0.13%	New
368	IEFM IQ EQ Fund Management Dublin 2, Ireland	$13.5M	-$651K	1	3.12%	Reduced
369	Asset Management One Tokyo, Japan	$13.4M	-$995K	1	0.06%	Reduced
370	Segall Bryant & Hamill Chicago, Illinois	$13.2M	+$153K	3	0.15%	Increased
371	ACM Alight Capital Management New York	$13.1M	+$11.4M	1	2.96%	New
372	Fundsmith LLP London, United Kingdom	$12.9M	+$11.2M	1	0.04%	New
373	Frontier Capital Management Boston, Massachusetts	$12.7M	-$1.28M	1	0.09%	Reduced
374	MAMU Marathon Asset Management (UK) London, United Kingdom	$12.5M	$0	1	0.18%	Maintained
375	ExodusPoint Capital Management New York	$12.4M	+$6.98M	4	0.12%	Increased