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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	Kornitzer Capital Management Shawnee Mission, Kansas	$9.63M	-$3.33K	1	0.2%	Reduced
377	FI Fosun International Hong Kong, China	$9.61M	$0	1	0.79%	Maintained
378	CWM Cabot Wealth Management Salem, Massachusetts	$9.57M	-$954K	1	1.61%	Reduced
379	Zurich Cantonal Bank Zurich, Switzerland	$9.38M	-$16.3M	6	0.05%	Reduced
380	OCM Olstein Capital Management Purchase, New York	$9.29M	-$1.25M	1	1.46%	Reduced
381	HIM Herald Investment Management London, United Kingdom	$9.28M	$0	3	2.28%	Maintained
382	EIP Easterly Investment Partners Beverly, Massachusetts	$9.24M	+$8.97M	1	0.8%	New
383	FFM Fullerton Fund Management Singapore	$9.24M	+$8.45M	1	0.69%	Increased
384	UAM UAS Asset Management New York	$9.15M	+$8.89M	1	3.25%	New
385	Mutual of America Capital Management New York	$9.13M	-$10.9M	4	0.11%	Reduced
386	ExodusPoint Capital Management New York	$9.1M	+$4.72M	3	0.13%	Increased
387	AAM Augustine Asset Management Jacksonville, Florida	$9.04M	-$107K	1	5%	Reduced
388	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$9M	$0	1	0.91%	Maintained
389	Laird Norton Wetherby Wealth Management San Francisco, California	$8.98M	+$152K	2	0.58%	Increased
390	ACL APEIRON Capital Ltd Hong Kong	$8.94M	$0	1	8.71%	Maintained
391	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.88M	-$1.96M	5	0.09%	Reduced
392	FTDI First Trust Direct Indexing Boston, Massachusetts	$8.86M	+$91K	3	1.17%	Increased
393	Rothschild & Co Asset Management US Stamford, Connecticut	$8.82M	-$632K	1	0.13%	Reduced
394	PIM Paradice Investment Management Denver, Colorado	$8.79M	-$9.49M	2	0.68%	Reduced
395	Greenleaf Trust Kalamazoo, Michigan	$8.77M	+$37.8K	2	0.11%	Increased
396	TCW Group Los Angeles, California	$8.76M	-$1.59K	1	0.13%	Reduced
397	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$8.74M	+$12.6M	1	1.96%	New
398	Tokio Marine Asset Management Tokyo, Japan	$8.7M	+$217K	1	0.68%	Increased
399	Peregrine Capital Management Minneapolis, Minnesota	$8.67M	-$1.08M	1	0.27%	Reduced
400	AIG American International Group New York	$8.63M	-$1.69M	4	0.06%	Reduced