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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	Optiver Holding Amsterdam, Netherlands	$11.1M	+$10.8M	1	0.01%	New
352	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$11M	+$889K	1	1.91%	Increased
353	M&T Bank Buffalo, New York	$11M	-$386K	2	0.04%	Reduced
354	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.8M	-$1.42M	5	0.09%	Reduced
355	Jump Financial Chicago, Illinois	$10.7M	+$2.96M	3	0.56%	Increased
356	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$10.7M	-$781K	1	0.52%	Reduced
357	JGUA John G. Ullman & Associates Corning, New York	$10.6M	+$281K	1	1.69%	Increased
358	HLCM Hi-Line Capital Management Watertown, South Dakota	$10.6M	+$4.79M	1	3.26%	Increased
359	Asset Management One Tokyo, Japan	$10.5M	+$408K	1	0.05%	Increased
360	MS Mizuho Securities Tokyo, Japan	$10.4M	-$868K	1	29.01%	Reduced
361	Thrivent Financial for Lutherans Minneapolis, Minnesota	$10.4M	-$2.98M	5	0.03%	Reduced
362	MGM Manchester Global Management London, United Kingdom	$10.3M	+$10M	1	4.19%	New
363	Cambridge Investment Research Advisors Fairfield, Iowa	$10.2M	+$1.84M	2	0.05%	Increased
364	Cetera Advisor Networks El Segundo, California	$10.2M	+$4.13M	3	0.08%	Increased
365	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$10.1M	+$303K	1	0.9%	Increased
366	VAM Valliance Asset Management Central, Hong Kong	$10.1M	+$9.78M	1	14.27%	New
367	BlueCrest Capital Management St Helier, Jersey	$9.91M	+$9.62M	1	0.26%	New
368	Natixis Paris, France	$9.9M	+$9.61M	1	0.06%	Increased
369	CGA Compound Global Advisors Mercer Island, Washington	$9.85M	+$9.57M	1	2.8%	New
370	Lido Advisors Los Angeles, California	$9.85M	+$311K	1	0.12%	Increased
371	MFWM Motley Fool Wealth Management Alexandria, Virginia	$9.67M	-$314K	1	0.67%	Reduced
372	MBA Maple-Brown Abbott Barangaroo, Australia	$9.66M	-$2.24M	1	1.13%	Reduced
373	State of Alaska Department of Revenue Juneau, Alaska	$9.65M	-$3.41M	4	0.12%	Reduced
374	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$9.64M	+$712K	3	0.64%	Increased
375	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$9.63M	+$1.84M	1	0.26%	Increased