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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	Edmond de Rothschild Holding Chambesy, Switzerland	$19.4M	+$689K	4	0.42%	Increased
352	AQR Arbitrage Greenwich, Connecticut	$19.3M	$0	1	0.49%	Maintained
353	Pacer Advisors Malvern, Pennsylvania	$19.3M	+$11.1M	3	0.2%	Increased
354	EP Edgestream Partners Princeton, New Jersey	$19.2M	+$1.8M	1	1.19%	Increased
355	CC Clearline Capital New York	$19.1M	+$1.74M	1	2.1%	Increased
356	Nomura Holdings Tokyo, Japan	$19.1M	+$9.17M	1	0.05%	Increased
357	Woodline Partners San Francisco, California	$18.7M	+$13.2M	1	0.27%	Increased
358	HCA Hyperion Capital Advisors New York	$18.6M	-$408K	1	4.16%	Reduced
359	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$18.5M	+$392K	4	0.02%	Increased
360	Grimes & Company Westborough, Massachusetts	$18.4M	+$93.6K	2	0.84%	Increased
361	New York State Teachers Retirement System (NYSTRS) Albany, New York	$18.4M	+$797K	4	0.04%	Increased
362	KBC Group Brussels, Belgium	$18.4M	+$8.21M	4	0.06%	Increased
363	Advisors Asset Management Monument, Colorado	$18.3M	-$4.25M	7	0.26%	Reduced
364	WIC Water Island Capital New York	$18.2M	-$11.9M	1	1%	Reduced
365	Employees Retirement System of Texas Austin, Texas	$18.2M	+$5.35M	2	0.2%	Increased
366	Mariner Overland Park, Kansas	$18M	+$28K	2	0.08%	Increased
367	State of Wisconsin Investment Board Madison, Wisconsin	$17.9M	-$874K	3	0.03%	Reduced
368	ACB Aristotle Capital Boston Boston, Massachusetts	$17.9M	-$422K	1	0.42%	Reduced
369	Oppenheimer & Co New York	$17.9M	+$1.1M	1	0.31%	Increased
370	BCC Biglari Capital Corp San Antonio, Texas	$17.7M	+$17.2M	1	2.68%	New
371	E Ergoteles New York	$17.4M	+$6.16M	4	0.68%	Increased
372	MBA Maple-Brown Abbott Barangaroo, Australia	$17.4M	-$1.07M	1	1.16%	Reduced
373	MFWM Motley Fool Wealth Management Alexandria, Virginia	$17.4M	-$148K	1	0.76%	Reduced
374	MAM Majedie Asset Management London, United Kingdom	$17.3M	-$1.93M	1	1.32%	Reduced
375	Natixis Paris, France	$17.2M	+$5.6M	1	0.06%	Increased