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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	Carmignac Gestion Paris, France	$12.2M	-$51.2M	1	0.13%	Reduced
377	NC Nokomis Capital Dallas, Texas	$12.2M	+$264K	1	5.35%	Increased
378	FP Foundry Partners Minneapolis, Minnesota	$12.2M	-$4.12M	2	0.48%	Reduced
379	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$12.2M	-$495K	2	0.54%	Reduced
380	Thompson Siegel & Walmsley Richmond, Virginia	$12.1M	-$2.42M	1	0.19%	Reduced
381	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.1M	-$177K	1	1.11%	Reduced
382	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$12M	-$1.9M	1	2.81%	Reduced
383	O'Shaughnessy Asset Management Stamford, Connecticut	$12M	+$707K	7	0.33%	Increased
384	MIC Meridian Investment Counsel Lafayette, California	$12M	-$735K	1	5.05%	Reduced
385	NCM Noesis Capital Mangement Boca Raton, Florida	$11.9M	-$24.2K	1	2.93%	Reduced
386	NONA Ninety One North America New York	$11.7M	-$1.56M	1	0.72%	Reduced
387	DekaBank Deutsche Girozentrale Frankfurt, Germany	$11.7M	-$2.37M	1	0.04%	Reduced
388	Nomura Asset Management Tokyo, Japan	$11.5M	-$654K	1	0.08%	Reduced
389	NGA Naples Global Advisors Naples, Florida	$11.5M	-$449K	1	1.94%	Reduced
390	Laird Norton Wetherby Wealth Management San Francisco, California	$11.4M	+$125K	2	0.77%	Increased
391	Avalon Investment & Advisory Houston, Texas	$11.3M	-$711K	1	0.23%	Reduced
392	Fifth Third Bancorp Cincinnati, Ohio	$11.3M	-$57.3K	3	0.06%	Reduced
393	William Blair & Company Chicago, Illinois	$11.2M	-$870K	2	0.04%	Reduced
394	PGAM Princeton Global Asset Management Princeton, New Jersey	$11.1M	-$1.56M	1	3.9%	Reduced
395	FHC First Horizon Corporation Memphis, Tennessee	$11.1M	-$3.3M	4	1.1%	Reduced
396	DAM Deltec Asset Management New York	$11M	-$94.8K	1	1.69%	Reduced
397	OC One01 Capital Burlingame, California	$10.9M	+$9.51M	1	4.64%	New
398	Tocqueville Asset Management New York	$10.9M	+$351K	3	0.18%	Increased
399	New York State Teachers Retirement System (NYSTRS) Albany, New York	$10.9M	-$137K	4	0.02%	Reduced
400	Cubist Systematic Strategies Stamford, Connecticut	$10.8M	-$3.86M	6	0.15%	Reduced