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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	VHMC Value Holdings Management Company Hampton Bays, New York	$16.8M	$0	2	3.78%	Maintained
352	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$16.6M	+$3.73M	4	0.02%	Increased
353	Edmond de Rothschild Holding Chambesy, Switzerland	$16.6M	+$8.05M	2	0.38%	Increased
354	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.3M	+$3.31M	1	1.59%	Increased
355	Thompson Siegel & Walmsley Richmond, Virginia	$16.2M	+$2.91M	1	0.22%	Increased
356	SCM Somerset Capital Management London, United Kingdom	$16.1M	$0	1	1.48%	Maintained
357	AAM Augustine Asset Management Jacksonville, Florida	$16.1M	-$500K	1	8.28%	Reduced
358	GIPM G2 Investment Partners Management New York	$15.9M	-$3.4M	1	2.62%	Reduced
359	New York State Teachers Retirement System (NYSTRS) Albany, New York	$15.8M	-$327K	4	0.03%	Reduced
360	Fundsmith LLP London, United Kingdom	$15.6M	+$1.37M	1	0.04%	Increased
361	Kornitzer Capital Management Shawnee Mission, Kansas	$15.5M	$0	1	0.23%	Maintained
362	CWM Cabot Wealth Management Salem, Massachusetts	$15.5M	+$127K	1	2.07%	Increased
363	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$15.5M	-$48.8M	2	0.01%	Reduced
364	Panagora Asset Management Boston, Massachusetts	$15.4M	-$788K	3	0.08%	Reduced
365	Old National Bancorp Evansville, Indiana	$15.3M	-$721K	1	0.57%	Reduced
366	CC Clearline Capital New York	$15.3M	+$5.83M	1	2.28%	Increased
367	EP Edgestream Partners Princeton, New Jersey	$15.2M	+$1.33M	1	0.9%	Increased
368	OCM Olstein Capital Management Purchase, New York	$14.7M	+$245K	1	1.86%	Increased
369	ARGA Investment Management Stamford, Connecticut	$14.7M	-$27.5M	1	1.16%	Reduced
370	NZS Capital Denver, Colorado	$14.6M	+$14.2M	1	1.34%	New
371	Creative Planning Overland Park, Kansas	$14.5M	-$2.39M	2	0.03%	Reduced
372	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$14.3M	-$665K	1	2.31%	Reduced
373	NC Nokomis Capital Dallas, Texas	$14.2M	+$1.16M	1	5.49%	Increased
374	CCM Carderock Capital Management Chevy Chase, Maryland	$14.2M	-$46.8K	1	3.9%	Reduced
375	WP Wedgewood Partners St Louis, Missouri	$14.2M	+$13.9M	1	2.06%	New