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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	MAM Mark Asset Management New York	$16.6M	-$5.04M	1	1.79%	Reduced
352	State of Michigan Retirement System Lansing, Michigan	$16.5M	-$51K	2	0.09%	Reduced
353	VHMC Value Holdings Management Company Hampton Bays, New York	$16.5M	$0	2	3.73%	Maintained
354	Kennedy Capital Management St Louis, Missouri	$16.4M	-$1.99M	2	0.37%	Reduced
355	CCLA Investment Management London, United Kingdom	$16.3M	-$34K	1	0.27%	Reduced
356	MFWM Motley Fool Wealth Management Alexandria, Virginia	$16.3M	-$106K	1	0.71%	Reduced
357	CIM Chiron Investment Management New York	$16.2M	-$4.13M	1	2.56%	Reduced
358	Glazer Capital LLC New York	$16.1M	+$16.1M	1	0.29%	New
359	EP Edgestream Partners Princeton, New Jersey	$16.1M	+$2.02M	1	0.99%	Increased
360	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$16M	-$1.09M	1	0.81%	Reduced
361	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$16M	-$2.12K	4	0.02%	Reduced
362	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$15.9M	-$3.26M	2	0.81%	Reduced
363	Oppenheimer & Co New York	$15.6M	+$2.76M	1	0.29%	Increased
364	Panagora Asset Management Boston, Massachusetts	$15.3M	-$570K	3	0.08%	Reduced
365	New York State Teachers Retirement System (NYSTRS) Albany, New York	$15M	+$10.2K	4	0.03%	Increased
366	CWM Cabot Wealth Management Salem, Massachusetts	$14.8M	+$417K	1	1.99%	Increased
367	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$14.8M	+$3.83M	1	0.32%	Increased
368	Two Sigma Investments New York	$14.7M	+$10.9M	6	0.03%	Increased
369	Fundsmith LLP London, United Kingdom	$14.5M	$0	1	0.04%	Maintained
370	Private Advisor Group Morristown, New Jersey	$14.4M	+$5.89M	4	0.09%	Increased
371	AAM Augustine Asset Management Jacksonville, Florida	$14.4M	-$498K	1	7.7%	Reduced
372	Kornitzer Capital Management Shawnee Mission, Kansas	$14.4M	$0	1	0.22%	Maintained
373	Liontrust Investment Partners London, United Kingdom	$14.3M	+$15.1M	1	0.2%	New
374	Polar Capital Holdings London, United Kingdom	$14.2M	+$1.25M	1	0.06%	Increased
375	NZS Capital Denver, Colorado	$14.1M	+$606K	1	1.39%	Increased