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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	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14.1M	+$13.7M	2	0.52%	Increased
377	Victory Capital Management San Antonio, Texas	$14.1M	-$3.2M	5	0.01%	Reduced
378	Thompson Siegel & Walmsley Richmond, Virginia	$14.1M	+$312K	1	0.2%	Increased
379	Old National Bancorp Evansville, Indiana	$13.9M	-$331K	1	0.53%	Reduced
380	TNB Thomasville National Bank Thomasville, Georgia	$13.9M	+$1.07M	1	1.44%	Increased
381	State of Wisconsin Investment Board Madison, Wisconsin	$13.8M	+$671K	4	0.03%	Increased
382	CU CQS (US) New York	$13.8M	+$13.7M	1	0.79%	New
383	NONA Ninety One North America New York	$13.6M	+$1.71M	1	0.63%	Increased
384	SCM Soros Capital Management New York	$13.6M	-$9.82M	1	2.5%	Reduced
385	William Blair & Company Chicago, Illinois	$13.6M	+$637K	2	0.05%	Increased
386	SCM Somerset Capital Management London, United Kingdom	$13.6M	-$1.35M	1	1.39%	Reduced
387	OCM Osterweis Capital Management San Francisco, California	$13.4M	+$1.78M	1	0.73%	Increased
388	Creative Planning Overland Park, Kansas	$13.4M	-$49.9K	3	0.02%	Reduced
389	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$13.4M	+$118K	1	2.19%	Increased
390	Tudor Investment Corp Stamford, Connecticut	$13.2M	+$9.61M	4	0.21%	Increased
391	Atria Investments Charlotte, North Carolina	$13.1M	+$1.07M	1	0.24%	Increased
392	NCM Noesis Capital Mangement Boca Raton, Florida	$13M	-$111K	1	2.53%	Reduced
393	Asset Management One Tokyo, Japan	$12.9M	+$607K	1	0.05%	Increased
394	HT HAP Trading New York	$12.9M	+$7.59M	3	0.42%	Increased
395	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$12.9M	$0	1	0.49%	Maintained
396	HIM Herald Investment Management London, United Kingdom	$12.9M	$0	3	2.11%	Maintained
397	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.8M	-$1.68M	1	0.01%	Reduced
398	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$12.5M	+$4.03M	5	0.15%	Increased
399	PCM Penn Capital Management Philadelphia, Pennsylvania	$12.5M	-$3.23M	1	1.26%	Reduced
400	Carmignac Gestion Paris, France	$12.5M	$0	1	0.16%	Maintained