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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	VC Vestor Capital Chicago, Illinois	$14.1M	+$22.4K	1	1.48%	Increased
377	William Blair & Company Chicago, Illinois	$14.1M	+$157K	2	0.05%	Increased
378	Polar Capital Holdings London, United Kingdom	$14M	-$9.8M	1	0.06%	Reduced
379	Oppenheimer & Co New York	$13.9M	+$236K	1	0.25%	Increased
380	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$13.9M	-$2.11M	1	0.53%	Reduced
381	TNB Thomasville National Bank Thomasville, Georgia	$13.8M	+$13.5M	1	1.46%	New
382	LAM LifePro Asset Management San Diego, California	$13.8M	+$13.5M	1	4.09%	New
383	RG Renaissance Group Covington, Kentucky	$13.7M	-$1.47M	4	0.57%	Reduced
384	NCM Noesis Capital Mangement Boca Raton, Florida	$13.6M	+$317K	1	2.77%	Increased
385	Carmignac Gestion Paris, France	$13.5M	$0	1	0.16%	Maintained
386	GS Gagnon Securities New York	$13.4M	-$993K	1	1.9%	Reduced
387	State of Wisconsin Investment Board Madison, Wisconsin	$13.4M	+$349K	3	0.03%	Increased
388	HIM Herald Investment Management London, United Kingdom	$13.3M	$0	3	2.17%	Maintained
389	Asset Management One Tokyo, Japan	$13.3M	-$168K	1	0.05%	Reduced
390	HCA Hyperion Capital Advisors New York	$13.2M	+$2.11M	1	3.78%	Increased
391	BAWC Black-and-white Capital Los Angeles, California	$13.2M	$0	1	1.37%	Maintained
392	QAM QCI Asset Management Pittsford, New York	$13.2M	+$686K	1	0.78%	Increased
393	SSG Summit Securities Group New York	$13.1M	+$6.88M	1	1.08%	Increased
394	MIC Meridian Investment Counsel Lafayette, California	$13.1M	-$77.1K	1	4.6%	Reduced
395	PHK Point72 Hong Kong Hong Kong	$13.1M	+$2.3M	4	0.42%	Increased
396	Atria Investments Charlotte, North Carolina	$13M	+$902K	1	0.25%	Increased
397	IEFM IQ EQ Fund Management Dublin 2, Ireland	$13M	-$39.8K	1	1.99%	Reduced
398	Bridgeway Capital Management Houston, Texas	$12.9M	+$2.51M	2	0.23%	Increased
399	NONA Ninety One North America New York	$12.9M	+$420K	1	0.61%	Increased
400	Generation Investment Management London, United Kingdom	$12.8M	-$1.49M	1	0.05%	Reduced