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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	SG Americas Securities New York	$28.3M	+$12.4M	4	0.14%	Increased
352	Jupiter Asset Management London, United Kingdom	$28.3M	-$7.26M	1	0.27%	Reduced
353	TW Trajan Wealth Scottsdale, Arizona	$28.2M	+$25.8M	1	1.91%	New
354	JCM Janney Capital Management Pittsburgh, Pennsylvania	$28.2M	-$7.16M	1	1.87%	Reduced
355	Harvard Management Company Boston, Massachusetts	$27.5M	$0	1	1.73%	Maintained
356	BNP Paribas Paris, France	$27.5M	+$25.1M	1	1.28%	New
357	VHMC Value Holdings Management Company Hampton Bays, New York	$27.4M	-$1.6M	1	4.85%	Reduced
358	PNAA Pictet North America Advisors Geneva 73, Switzerland	$27.4M	-$441K	1	3.05%	Reduced
359	Silvercrest Asset Management New York	$27.2M	-$7.29M	2	0.18%	Reduced
360	1832 Asset Management Toronto, Ontario, Canada	$27.1M	+$4.85M	2	0.02%	Increased
361	Pathstone Holdings Englewood, New Jersey	$27M	+$4.31M	5	0.13%	Increased
362	Meitav Investment House Bene-Beraq, Israel	$26.6M	-$33M	1	0.52%	Reduced
363	Yousif Capital Management Bloomfield Hills, Michigan	$26.6M	-$1.97M	6	0.29%	Reduced
364	Nikko Asset Management Americas New York	$26.6M	-$623K	1	0.26%	Reduced
365	IHG Insight Holdings Group New York	$26.4M	+$13.3M	1	0.74%	Increased
366	M&T Bank Buffalo, New York	$26.3M	-$784K	4	0.09%	Reduced
367	Bank Julius Baer & Co Zurich, Switzerland	$26M	-$28.9M	2	0.1%	Reduced
368	TCW Group Los Angeles, California	$25.9M	-$621K	1	0.26%	Reduced
369	Brinker Capital Investments Berwyn, Pennsylvania	$25.8M	+$1.42M	4	0.28%	Increased
370	Orion Portfolio Solutions Omaha, Nebraska	$25.8M	+$1.42M	4	0.28%	Increased
371	TNB Thomasville National Bank Thomasville, Georgia	$25.8M	+$933K	1	2.12%	Increased
372	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$25.8M	+$6.56M	5	0.23%	Increased
373	Hosking Partners London, United Kingdom	$25.7M	-$72.7K	1	0.95%	Reduced
374	Cambridge Investment Research Advisors Fairfield, Iowa	$25.7M	+$692K	3	0.1%	Increased
375	RAM Ramirez Asset Management New York	$25.4M	-$1.85M	2	5.13%	Reduced