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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	VHMC Value Holdings Management Company Hampton Bays, New York	$16.4M	-$2.37M	1	3.9%	Reduced
352	Brandywine Global Investment Management Philadelphia, Pennsylvania	$16.3M	-$101K	3	0.13%	Reduced
353	Bridgewater Associates Westport, Connecticut	$16M	-$5.78M	1	0.1%	Reduced
354	TNB Thomasville National Bank Thomasville, Georgia	$16M	+$728K	1	1.65%	Increased
355	PCM Penn Capital Management Philadelphia, Pennsylvania	$15.7M	+$407K	1	1.58%	Increased
356	NONA Ninety One North America New York	$15.6M	+$1.44M	1	0.71%	Increased
357	GL Governors Lane New York	$15.6M	+$15M	1	1.98%	New
358	Nomura Asset Management Tokyo, Japan	$15.3M	-$4.44M	2	0.08%	Reduced
359	KCMH Keywise Capital Management (HK) Hong Kong	$15.2M	$0	1	3.45%	Maintained
360	Todd Asset Management Louisville, Kentucky	$15.1M	+$110K	1	0.37%	Increased
361	Credit Agricole Montrouge Cedex, France	$14.8M	-$1.56M	1	0.3%	Reduced
362	M&T Bank Buffalo, New York	$14.7M	+$1.04M	3	0.06%	Increased
363	Cubist Systematic Strategies Stamford, Connecticut	$14.7M	-$18.7M	5	0.09%	Reduced
364	Exchange Traded Concepts Oklahoma City, Oklahoma	$14.6M	-$333K	3	0.4%	Reduced
365	New York State Teachers Retirement System (NYSTRS) Albany, New York	$14.5M	-$207K	4	0.03%	Reduced
366	FFM Fullerton Fund Management Singapore	$14.4M	+$2.8M	1	1.1%	Increased
367	HAM Harber Asset Management Asheville, North Carolina	$14.4M	+$13.9M	1	3.9%	New
368	ZDA Zweig-DiMenna Associates New York	$14.4M	+$53.9K	1	1.94%	Increased
369	Two Sigma Investments New York	$14.2M	-$171M	6	0.04%	Reduced
370	Weiss Asset Management Boston, Massachusetts	$14.1M	+$6.89M	1	0.9%	Increased
371	Mackenzie Financial Toronto Ontario, Ontario, Canada	$14M	-$3.68M	4	0.02%	Reduced
372	FAS Formuepleje A/S Aarhus C, Denmark	$13.9M	+$5.28M	1	1.02%	Increased
373	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$13.9M	+$13.4M	1	4.41%	New
374	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$13.8M	-$277K	4	0.02%	Reduced
375	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$13.8M	+$26.3K	1	2.2%	Increased