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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	Carmignac Gestion Paris, France	$38M	+$36.1M	1	0.62%	Increased
352	Cambridge Investment Research Advisors Fairfield, Iowa	$37.6M	+$539K	4	0.13%	Increased
353	Glenmede Trust Philadelphia, Pennsylvania	$37.5M	+$17.6M	4	0.2%	Increased
354	Junto Capital Management New York	$37.4M	+$4.18M	1	0.78%	Increased
355	DRW Securities Chicago, Illinois	$37.2M	+$42.9M	1	1.04%	Increased
356	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$37M	-$110K	1	2.67%	Reduced
357	CRCM Cat Rock Capital Management Greenwich, Connecticut	$37M	+$3.22M	1	4.91%	Increased
358	Brandes Investment Partners La Jolla, California	$36.6M	-$374K	1	0.37%	Reduced
359	Trexquant Investment Stamford, Connecticut	$36.6M	+$34M	5	0.43%	Increased
360	HC Headwater Capital Hong Kong, China	$36.5M	-$5.83M	1	16.42%	Reduced
361	AAM AMI Asset Management Los Angeles, California	$36.2M	-$4.05M	1	2.12%	Reduced
362	GF Fund Management Guangzhou, China	$36.1M	-$3.08M	1	0.85%	Reduced
363	IHG Insight Holdings Group New York	$35.9M	+$2.43M	1	2.78%	Increased
364	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$35.7M	-$544K	1	7.25%	Reduced
365	NCA Newbrook Capital Advisors New York	$35.6M	+$5.95M	1	5.62%	Increased
366	Stephens Investment Management Group Houston, Texas	$35.5M	-$317K	2	0.51%	Reduced
367	Capitolis Liquid Global Markets New York	$35.1M	+$41M	2	0.31%	New
368	TNB Thomasville National Bank Thomasville, Georgia	$35M	+$4.14M	1	2.56%	Increased
369	Wealth Enhancement Advisory Services Plymouth, Minnesota	$34.8M	-$6.95M	4	0.07%	Reduced
370	SIG Senator Investment Group New York	$34.7M	+$38.9M	1	1.84%	Increased
371	Raiffeisen Bank International Vienna, Austria	$34.6M	-$18.1M	2	0.55%	Reduced
372	TimesSquare Capital Management New York	$34.3M	-$2.13M	2	0.55%	Reduced
373	HVCM Hel Ved Capital Management Central, Hong Kong	$34M	+$25.8M	2	12.29%	Increased
374	Boston Partners Boston, Massachusetts	$33.9M	-$11.9M	2	0.04%	Reduced
375	Aquatic Capital Management Chicago, Illinois	$33.5M	+$39.2M	2	0.85%	New