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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	Verition Fund Management Greenwich, Connecticut	$13.3M	+$2.18M	3	0.26%	Increased
352	Brinker Capital Investments Berwyn, Pennsylvania	$13.3M	-$3.36M	3	0.25%	Reduced
353	New York State Teachers Retirement System (NYSTRS) Albany, New York	$13.1M	+$97.7K	4	0.03%	Increased
354	HCA Hyperion Capital Advisors New York	$13M	-$19.2K	1	6.07%	Reduced
355	Capital Fund Management (CFM) Paris, France	$12.8M	+$5.03M	1	0.12%	Increased
356	PCM Prelude Capital Management New York	$12.8M	-$13.8M	3	0.36%	Reduced
357	Fundsmith LLP London, United Kingdom	$12.7M	+$1.28M	1	0.06%	Increased
358	MFAM Motley Fool Asset Management Alexandria, Virginia	$12.5M	-$705K	1	1.18%	Reduced
359	2C 272 Capital Dallas, Texas	$12.5M	+$4.79M	1	5.98%	Increased
360	CFM Coronation Fund Managers Cape Town, South Africa	$12.5M	-$9.08M	1	0.7%	Reduced
361	MBA Maple-Brown Abbott Barangaroo, Australia	$12.2M	-$475K	1	1.22%	Reduced
362	Capstone Investment Advisors New York	$12.2M	-$4.41M	2	0.06%	Reduced
363	TNB Thomasville National Bank Thomasville, Georgia	$12.1M	+$756K	1	1.34%	Increased
364	Carmignac Gestion Paris, France	$12.1M	+$2.42M	1	0.26%	Increased
365	Edmond de Rothschild Holding Chambesy, Switzerland	$12M	-$194K	3	0.29%	Reduced
366	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$12M	-$16.3K	4	0.02%	Reduced
367	Mariner Overland Park, Kansas	$11.8M	-$989K	2	0.05%	Reduced
368	Credit Agricole Montrouge Cedex, France	$11.8M	+$1.4M	1	0.29%	Increased
369	NONA Ninety One North America New York	$11.8M	-$500K	1	0.52%	Reduced
370	FC Franchise Capital Grand Cayman, Cayman Islands	$11.8M	+$13.4M	1	3.95%	New
371	TAL TIG Advisors LLC New York	$11.4M	+$4.03M	1	0.47%	Increased
372	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$11.4M	-$8.43M	1	7.19%	Reduced
373	CWM Cabot Wealth Management Salem, Massachusetts	$11.3M	+$48.3K	1	1.79%	Increased
374	Thompson Siegel & Walmsley Richmond, Virginia	$11.1M	+$914K	1	0.18%	Increased
375	MFWM Motley Fool Wealth Management Alexandria, Virginia	$11.1M	-$416K	1	0.7%	Reduced