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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	IHG Insight Holdings Group New York	$59.5M	-$8.29M	1	3.67%	Reduced
352	Harvard Management Company Boston, Massachusetts	$59.2M	+$51.8M	1	2.81%	New
353	Assenagon Asset Management Senningerberg, Luxembourg	$58.7M	+$34M	2	0.08%	Increased
354	PHK Point72 Hong Kong Hong Kong	$58.5M	+$26.8M	4	2.69%	Increased
355	AIM Allen Investment Management New York	$58.3M	+$18.9M	1	0.65%	Increased
356	Todd Asset Management Louisville, Kentucky	$57.9M	+$2.39M	1	1.17%	Increased
357	Lingotto Investment Management London, United Kingdom	$57.3M	$0	1	1.06%	Maintained
358	Ruffer LLP London, United Kingdom	$57.1M	+$18M	1	3.17%	Increased
359	Quantinno Capital Management New York	$56.8M	+$13M	6	0.15%	Increased
360	EC Elequin Capital New York	$56.6M	+$49.2M	2	3.07%	Increased
361	TCM Trybe Capital Management Greenwich, Connecticut	$56.5M	+$1.67M	1	7.54%	Increased
362	CPIM Coalescence Partners Investment Management New York	$56.1M	$0	1	14.61%	Maintained
363	ARAM Ardmore Road Asset Management New York	$55.9M	+$48.9M	1	3.61%	New
364	Focus Partners Wealth Boston, Massachusetts	$55.4M	+$4.26M	4	0.09%	Increased
365	TC Tairen Capital Hong Kong	$55.4M	+$2.7M	2	5.98%	Increased
366	Moran Wealth Management Naples, Florida	$55.3M	-$4.71M	2	1.67%	Reduced
367	Raiffeisen Bank International Vienna, Austria	$55.2M	+$6.92M	2	0.73%	Increased
368	NAAA New Age Alpha Advisors Rye, New York	$55.1M	-$5.08K	2	2.31%	Reduced
369	Jones Financial Companies Des Peres, Missouri	$55M	+$9.79M	6	0.04%	Increased
370	Carrhae Capital London, United Kingdom	$54.8M	-$15.1M	1	3.23%	Reduced
371	Meitav Investment House Bene-Beraq, Israel	$54.7M	-$29.4M	1	0.72%	Reduced
372	Trillium Asset Management Boston, Massachusetts	$54.4M	-$10.6M	1	1.44%	Reduced
373	MCP Meridiem Capital Partners Dallas, Texas	$54M	+$47.3M	1	3.45%	New
374	Sanctuary Advisors Indianapolis, Indiana	$54M	+$3.11M	3	0.31%	Increased
375	Pathstone Holdings Englewood, New Jersey	$53.8M	+$4.29M	5	0.21%	Increased