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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	Pathstone Holdings Englewood, New Jersey	$38.2M	+$3.99M	5	0.17%	Increased
352	Oppenheimer Asset Management New York	$38M	+$9.46M	4	0.49%	Increased
353	ABN AMRO Investment Solutions Paris Cedex 008,	$36.9M	-$7.11M	1	0.67%	Reduced
354	Carmignac Gestion Paris, France	$36.8M	-$192M	1	0.63%	Reduced
355	CTC (Chicago Trading Company) Chicago, Illinois	$36.6M	+$14.1M	1	0.02%	Increased
356	Todd Asset Management Louisville, Kentucky	$36.6M	-$4.41M	1	0.76%	Reduced
357	State of Michigan Retirement System Lansing, Michigan	$36.4M	-$8.2M	3	0.19%	Reduced
358	SCM Sirios Capital Management Boston, Massachusetts	$36.1M	+$5.67M	1	6.29%	Increased
359	NONA Ninety One North America New York	$36M	+$6.06M	1	1.82%	Increased
360	National Philanthropic Trust Jenkintown, Pennsylvania	$35.9M	+$20.8M	1	0.69%	Increased
361	Adage Capital Partners Boston, Massachusetts	$35.9M	+$8.62M	2	0.07%	Increased
362	BNP Paribas Paris, France	$35.4M	+$303K	1	1.78%	Increased
363	IHG Insight Holdings Group New York	$35.3M	+$1.44M	1	1.22%	Increased
364	Bessemer Group Woodbridge, New Jersey	$35.3M	-$849K	4	0.06%	Reduced
365	BC BIT Capital Berlin, Germany	$35.3M	+$26.9M	1	2.76%	Increased
366	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$35.1M	-$102M	3	0.12%	Reduced
367	TSS Two Sigma Securities New York	$34.8M	-$7.83M	4	0.42%	Reduced
368	NOCM Night Owl Capital Management Greenwich, Connecticut	$34.6M	+$7.8M	1	5.18%	Increased
369	JCM Janney Capital Management Pittsburgh, Pennsylvania	$34.6M	-$1.21M	1	2.44%	Reduced
370	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$34.6M	-$9.4M	1	6.68%	Reduced
371	PI Point72 Italy Milan, Italy	$34.5M	+$21.9M	1	14.92%	Increased
372	Jupiter Asset Management London, United Kingdom	$34.4M	-$1.47M	1	0.33%	Reduced
373	Brinker Capital Investments Berwyn, Pennsylvania	$33.7M	+$1.17M	4	0.36%	Increased
374	Orion Portfolio Solutions Omaha, Nebraska	$33.7M	+$1.17M	4	0.36%	Increased
375	Junto Capital Management New York	$33.3M	-$25M	1	0.68%	Reduced