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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	VHMC Value Holdings Management Company Hampton Bays, New York	$14.8M	+$3.66M	2	3.38%	Increased
377	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$14.7M	-$2.25M	1	2.48%	Reduced
378	RG Renaissance Group Covington, Kentucky	$14.7M	-$1.81M	4	0.62%	Reduced
379	Leonteq Securities AG Zurich, Switzerland	$14.5M	+$11.9M	2	0.86%	Increased
380	FP Foundry Partners Minneapolis, Minnesota	$14.4M	-$2.28M	2	0.47%	Reduced
381	HP Harvey Partners Tarrytown, New York	$14.3M	-$4.29M	2	9.86%	Reduced
382	New York State Teachers Retirement System (NYSTRS) Albany, New York	$14.3M	-$355K	4	0.03%	Reduced
383	AC AMS Capital Sao Paulo, Brazil	$14.2M	+$7.47M	1	2.25%	Increased
384	Weiss Multi-Strategy Advisers New York	$14.2M	+$5.56M	2	0.31%	Increased
385	Generation Investment Management London, United Kingdom	$14.1M	-$13.1M	1	0.06%	Reduced
386	ET Equitable Trust Nashville, Tennessee	$14.1M	-$2.32M	1	1.05%	Reduced
387	CCM Carderock Capital Management Chevy Chase, Maryland	$14M	-$2.01M	1	4.2%	Reduced
388	Fundsmith LLP London, United Kingdom	$14M	$0	1	0.04%	Maintained
389	VC Vestor Capital Chicago, Illinois	$13.8M	+$2.59M	1	1.58%	Increased
390	William Blair & Company Chicago, Illinois	$13.7M	+$1.59M	2	0.05%	Increased
391	EP Edgestream Partners Princeton, New Jersey	$13.6M	-$1.22M	1	0.76%	Reduced
392	NCM Noesis Capital Mangement Boca Raton, Florida	$13.5M	+$715K	1	3.04%	Increased
393	Oppenheimer & Co New York	$13.5M	-$2.17M	1	0.27%	Reduced
394	SCM Sandler Capital Management New York	$13.5M	-$28.6M	1	1.15%	Reduced
395	MAMU Marathon Asset Management (UK) London, United Kingdom	$13.4M	-$97.1K	1	0.19%	Reduced
396	Asset Management One Tokyo, Japan	$13.3M	-$1.88M	1	0.05%	Reduced
397	Carmignac Gestion Paris, France	$13.2M	$0	1	0.15%	Maintained
398	FG Formula Growth Montreal, Quebec, Canada	$13.2M	-$6.93M	1	1.9%	Reduced
399	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$13.1M	-$868K	2	0.46%	Reduced
400	GS Gagnon Securities New York	$13M	-$340K	1	1.98%	Reduced