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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	Oppenheimer Asset Management New York	$18.5M	+$305K	3	0.27%	Increased
352	TNB Thomasville National Bank Thomasville, Georgia	$18.1M	+$704K	1	1.73%	Increased
353	Cubist Systematic Strategies Stamford, Connecticut	$18.1M	+$1.71M	3	0.12%	Increased
354	TCW Group Los Angeles, California	$18M	+$4.26M	1	0.2%	Increased
355	JLBC J.L. Bainbridge & Co Sarasota, Florida	$18M	-$103K	1	2.25%	Reduced
356	BP Bandera Partners New York	$18M	-$29.8M	1	7.64%	Reduced
357	New York State Teachers Retirement System (NYSTRS) Albany, New York	$17.8M	-$157K	4	0.04%	Reduced
358	Alyeska Investment Group Chicago, Illinois	$17.8M	-$28.6M	1	0.13%	Reduced
359	ARK Investment Management St. Petersburg, Florida	$17.5M	+$13.3M	2	0.12%	Increased
360	MC Minot Capital Broomfield, Colorado	$17.4M	+$3.27M	1	3.08%	Increased
361	MGM Manchester Global Management London, United Kingdom	$17.2M	+$2.33M	1	6.99%	Increased
362	NONA Ninety One North America New York	$16.8M	-$93.1K	1	0.71%	Reduced
363	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$16.8M	+$645K	5	0.13%	Increased
364	M&T Bank Buffalo, New York	$16.8M	+$742K	3	0.06%	Increased
365	Todd Asset Management Louisville, Kentucky	$16.7M	+$258K	1	0.39%	Increased
366	KCMH Keywise Capital Management (HK) Hong Kong	$16.5M	-$4.65K	1	3%	Reduced
367	Balyasny Asset Management Chicago, Illinois	$16.4M	-$191M	3	0.04%	Reduced
368	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.4M	-$1.1M	1	1.59%	Reduced
369	Exchange Traded Concepts Oklahoma City, Oklahoma	$16.4M	+$363K	4	0.4%	Increased
370	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$16.3M	-$478K	4	0.02%	Reduced
371	LBP AM Paris, France	$16.2M	+$3.3M	1	0.38%	Increased
372	GH GAM Holding Zurich, Switzerland	$16.1M	+$5.19M	1	1.11%	Increased
373	SVI Strategic Vision Investment Hong Kong	$16M	-$19.7M	1	6.63%	Reduced
374	BCM Bares Capital Management Austin, Texas	$16M	-$7.16M	1	0.55%	Reduced
375	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$15.8M	-$109M	1	0.02%	Reduced