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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	MIC Maxi Investments CY Limassol, Cyprus	$49.6M	+$29.2M	2	8.24%	Increased
352	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$49.5M	-$827K	1	3.35%	Reduced
353	DIA Davidson Investment Advisors Great Falls, Montana	$49.1M	+$6.6M	1	2.21%	Increased
354	RAM Ramirez Asset Management New York	$48.9M	+$6.14M	2	7.4%	Increased
355	FDP Financiere des Professionnels Montreal, Quebec, Canada	$47.9M	+$5.29M	1	2.89%	Increased
356	Junto Capital Management New York	$47.4M	-$3M	1	0.99%	Reduced
357	WP Wedgewood Partners St Louis, Missouri	$47.2M	-$7.28M	1	9.16%	Reduced
358	Mawer Investment Management Calgary, Alberta, Canada	$47.1M	+$6.05M	1	0.24%	Increased
359	Factory Mutual Insurance Waltham, Massachusetts	$46.8M	+$6.11M	1	0.51%	Increased
360	Lingotto Investment Management London, United Kingdom	$46.4M	+$3.71M	1	0.99%	Increased
361	ZDA Zweig-DiMenna Associates New York	$45.7M	+$23.8M	1	4.32%	Increased
362	CPIM Coalescence Partners Investment Management New York	$45.5M	+$1.62M	1	11.74%	Increased
363	CLC Charles-Lim Capital Central, Hong Kong	$45.3M	+$37.1M	1	11.29%	New
364	HP Harvey Partners Tarrytown, New York	$45.1M	+$226K	1	4.42%	Increased
365	DCM Divisar Capital Management San Francisco, California	$45M	+$12.5M	2	10.41%	Increased
366	Todd Asset Management Louisville, Kentucky	$44.8M	+$453K	1	0.97%	Increased
367	NAAA New Age Alpha Advisors Rye, New York	$44.7M	-$10.4K	2	1.97%	Reduced
368	Jump Financial Chicago, Illinois	$44.4M	-$13.1M	5	0.48%	Reduced
369	Trexquant Investment Stamford, Connecticut	$44.3M	+$1.77M	7	0.5%	Increased
370	Mackenzie Financial Toronto Ontario, Ontario, Canada	$44.3M	+$20M	6	0.06%	Increased
371	TCM Trybe Capital Management Greenwich, Connecticut	$44.3M	$0	1	9.28%	Maintained
372	E Fund Management Guangzhou, China	$43.5M	-$8.77M	1	2.07%	Reduced
373	ABN AMRO Investment Solutions Paris Cedex 008,	$42.9M	+$988K	1	0.86%	Increased
374	TC Tairen Capital Hong Kong	$41.9M	-$19.6M	1	4.28%	Reduced
375	SIG Senator Investment Group New York	$41.9M	-$4.45M	1	1.62%	Reduced