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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	LBP AM Paris, France	$22.7M	+$1.46M	1	0.5%	Increased
352	AIG American International Group New York	$22.7M	+$8.48M	4	0.09%	Increased
353	Oribel Capital Management New York	$22.4M	+$20.6M	1	1.49%	New
354	FC Franchise Capital Grand Cayman, Cayman Islands	$22.2M	+$14.3M	1	5.55%	Increased
355	PIM Paradice Investment Management Denver, Colorado	$22M	-$66.3K	1	2.76%	Reduced
356	National Bank of Canada Montreal, Quebec, Canada	$21.9M	-$171M	3	0.04%	Reduced
357	State of Wisconsin Investment Board Madison, Wisconsin	$21.9M	+$920K	6	0.06%	Increased
358	Cambiar Investors Denver, Colorado	$21.8M	-$3.23M	1	0.86%	Reduced
359	Simplex Trading Chicago, Illinois	$21.8M	+$17.2M	2	0.01%	Increased
360	RAM Ramirez Asset Management New York	$21.4M	+$1.65M	2	4.33%	Increased
361	PNAA Pictet North America Advisors Geneva 73, Switzerland	$21.3M	+$1.27M	1	2.75%	Increased
362	SCM Sandler Capital Management New York	$21.2M	+$18.7M	1	1.76%	New
363	MAI Capital Management Independence, Ohio	$21.1M	+$630K	2	0.28%	Increased
364	RG Renaissance Group Covington, Kentucky	$21.1M	+$137K	4	0.88%	Increased
365	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$21.1M	$0	1	0.65%	Maintained
366	Harvard Management Company Boston, Massachusetts	$21M	$0	1	1.77%	Maintained
367	M&T Bank Buffalo, New York	$21M	+$918K	4	0.08%	Increased
368	Nikko Asset Management Americas New York	$20.8M	+$3.27M	1	0.2%	Increased
369	Cresset Asset Management Chicago, Illinois	$20.8M	+$7.41M	3	0.12%	Increased
370	Voloridge Investment Management Jupiter, Florida	$20.7M	-$8.47M	3	0.08%	Reduced
371	Oberweis Asset Management Lisle, Illinois	$20.7M	+$1.44M	3	1.93%	Increased
372	TCW Group Los Angeles, California	$20.3M	+$481K	1	0.23%	Increased
373	Impax Asset Management Group London, United Kingdom	$20.3M	-$4.17M	2	0.08%	Reduced
374	DCM Dupont Capital Management Wilmington, Delaware	$20M	-$477K	1	1.75%	Reduced
375	Hosking Partners London, United Kingdom	$19.7M	-$1.31M	1	0.83%	Reduced