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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	HP Harvey Partners Tarrytown, New York	$43.6M	+$860K	1	4.84%	Increased
352	MAI Capital Management Independence, Ohio	$43.6M	+$789K	6	0.32%	Increased
353	Jupiter Asset Management London, United Kingdom	$43M	-$4.56M	1	0.42%	Reduced
354	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$43M	+$2.48M	1	7.93%	Increased
355	FDP Financiere des Professionnels Montreal, Quebec, Canada	$42.9M	-$8.78M	1	3%	Reduced
356	TCM Tran Capital Management San Rafael, California	$42.4M	-$2.57M	1	4.8%	Reduced
357	Trillium Asset Management Boston, Massachusetts	$42.3M	-$10.8M	1	1.1%	Reduced
358	Moran Wealth Management Naples, Florida	$42M	+$508K	2	1.34%	Increased
359	Nikko Asset Management Americas New York	$41.8M	-$4.41M	1	0.45%	Reduced
360	Lido Advisors Los Angeles, California	$41.5M	+$4.76M	1	0.19%	Increased
361	Sanctuary Advisors Indianapolis, Indiana	$41.2M	+$234K	4	0.26%	Increased
362	Group One Trading Chicago, Illinois	$40.8M	+$24.5M	2	0.09%	Increased
363	Parallax Volatility Advisers San Francisco, California	$40.7M	-$24.9M	2	0.08%	Reduced
364	CRCM Cat Rock Capital Management Greenwich, Connecticut	$40.7M	-$4.82M	1	5.32%	Reduced
365	SI Symmetry Investments St Helier, Jersey	$40.7M	+$39.9M	1	2.12%	New
366	IHG Insight Holdings Group New York	$40.3M	+$103K	1	2.6%	Increased
367	Junto Capital Management New York	$40.3M	+$39.4M	1	0.78%	New
368	Oberweis Asset Management Lisle, Illinois	$39.8M	+$1.33M	3	1.87%	Increased
369	Corvex Management New York	$39.7M	+$38.9M	1	1.09%	New
370	Todd Asset Management Louisville, Kentucky	$39.4M	+$4.55M	1	0.94%	Increased
371	FAS Formuepleje A/S Aarhus C, Denmark	$39.3M	-$4.38M	1	2.12%	Reduced
372	ZDA Zweig-DiMenna Associates New York	$39.1M	-$92.5K	3	2.92%	Reduced
373	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$38.7M	+$5.46M	1	9.02%	Increased
374	Pathstone Holdings Englewood, New Jersey	$38.7M	+$61.9K	5	0.17%	Increased
375	CTC (Chicago Trading Company) Chicago, Illinois	$38.6M	+$32.1M	1	0.02%	Increased