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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
376	CGH Contrarius Group Holdings Hamilton, Bermuda	$106M	+$81.8M	1	4.87%	Increased
377	Todd Asset Management Louisville, Kentucky	$104M	+$5.15M	1	1.85%	Increased
378	Segall Bryant & Hamill Chicago, Illinois	$103M	-$49.2M	3	1.22%	Reduced
379	LMR Partners London, United Kingdom	$103M	+$31.2M	1	0.38%	Increased
380	GIM Generate Investment Management Auckland, New Zealand	$102M	-$14.1M	1	4.22%	Reduced
381	Capital Wealth Planning Naples, Florida	$102M	+$14.6M	2	0.51%	Increased
382	SIG Senator Investment Group New York	$101M	-$21M	1	3.67%	Reduced
383	HC Headwater Capital Hong Kong, China	$100M	-$51.1M	1	20.04%	Reduced
384	Storebrand Asset Management Lysaker, Norway	$100M	-$684K	2	0.25%	Reduced
385	Oppenheimer Asset Management New York	$99.3M	-$1.05M	5	1.03%	Reduced
386	BNP Paribas Paris, France	$99.1M	+$2.4M	2	2.69%	Increased
387	Kestra Advisory Services Austin, Texas	$99M	-$5.37M	3	0.32%	Reduced
388	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$98.9M	-$5.32M	1	6.02%	Reduced
389	Focus Partners Wealth Boston, Massachusetts	$98.5M	-$17.5M	6	0.1%	Reduced
390	LSV Asset Management Chicago, Illinois	$98.4M	-$98.5M	4	0.18%	Reduced
391	RC RDST Capital Seattle, Washington	$97.4M	+$10.7M	1	8.07%	Increased
392	Schonfeld Strategic Advisors New York	$97.3M	+$50.1M	5	0.35%	Increased
393	Guinness Asset Management London, United Kingdom	$97.2M	-$5.2M	1	1.65%	Reduced
394	TCM Trybe Capital Management Greenwich, Connecticut	$96.6M	$0	1	8.87%	Maintained
395	DIA Davidson Investment Advisors Great Falls, Montana	$95.6M	-$3.79M	1	3.91%	Reduced
396	Apollo Management Holdings New York	$95.5M	+$81.2M	2	1.07%	New
397	MM M37 Management Menlo Park, California	$95.5M	+$20.3M	1	16.62%	Increased
398	MAM Mark Asset Management New York	$95.3M	+$13.9M	1	6.41%	Increased
399	TNB Thomasville National Bank Thomasville, Georgia	$95M	+$80.7M	1	5.22%	New
400	Iconiq Capital San Francisco, California	$95M	$0	1	2.74%	Maintained