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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	MFAM Motley Fool Asset Management Alexandria, Virginia	$18M	-$1.35M	1	1.32%	Reduced
352	HP Harvey Partners Tarrytown, New York	$17.9M	+$8.67M	1	4.41%	Increased
353	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$17.9M	-$1.6M	3	0.11%	Reduced
354	FFA First Foundation Advisors Irvine, California	$17.8M	-$3.58M	1	0.64%	Reduced
355	NIG NFJ Investment Group Dallas, Texas	$17.8M	-$444K	1	0.36%	Reduced
356	Segall Bryant & Hamill Chicago, Illinois	$17.7M	+$10.6M	3	0.17%	Increased
357	State of Wisconsin Investment Board Madison, Wisconsin	$17.3M	+$2.18M	3	0.04%	Increased
358	Grimes & Company Westborough, Massachusetts	$17M	+$1.18M	1	0.89%	Increased
359	CHAM Clear Harbor Asset Management Stamford, Connecticut	$16.7M	-$611K	1	1.9%	Reduced
360	HCA Hyperion Capital Advisors New York	$16.6M	+$510K	1	6.29%	Increased
361	New York State Teachers Retirement System (NYSTRS) Albany, New York	$16.4M	-$53.5K	4	0.03%	Reduced
362	Natixis Paris, France	$16.2M	+$1.47M	1	0.06%	Increased
363	MBA Maple-Brown Abbott Barangaroo, Australia	$16.1M	+$1.16M	1	1.13%	Increased
364	ACB Aristotle Capital Boston Boston, Massachusetts	$16.1M	-$306K	1	0.41%	Reduced
365	Mariner Overland Park, Kansas	$15.9M	+$190K	3	0.06%	Increased
366	DRW Securities Chicago, Illinois	$15.9M	+$14.2M	1	0.43%	Increased
367	Discovery Capital Management South Norwalk, Connecticut	$15.7M	+$17.6M	1	1.35%	New
368	NONA Ninety One North America New York	$15.6M	+$1.14M	1	0.57%	Increased
369	Edmond de Rothschild Holding Chambesy, Switzerland	$15.6M	-$1.37M	4	0.34%	Reduced
370	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$15.5M	+$1.99M	5	0.15%	Increased
371	BCM Bares Capital Management Austin, Texas	$15.4M	+$1.56M	1	0.36%	Increased
372	BCC Biglari Capital Corp San Antonio, Texas	$15.3M	$0	1	2.29%	Maintained
373	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$15.2M	-$1.29M	4	0.02%	Reduced
374	Fundsmith LLP London, United Kingdom	$14.8M	$0	1	0.05%	Maintained
375	KBC Group Brussels, Belgium	$14.8M	-$1.35M	4	0.06%	Reduced