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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	GL Gemsstock Ltd London, United Kingdom	$33.3M	+$4.16M	1	10.62%	Increased
377	TNB Thomasville National Bank Thomasville, Georgia	$32.9M	-$57.2K	1	2.63%	Reduced
378	CCLA Investment Management London, United Kingdom	$32.4M	-$5.97M	1	0.5%	Reduced
379	HP Harvey Partners Tarrytown, New York	$32.3M	-$3.36M	1	3.88%	Reduced
380	FAS Formuepleje A/S Aarhus C, Denmark	$32.3M	-$12.7M	1	1.78%	Reduced
381	Lingotto Investment Management London, United Kingdom	$32.2M	+$7.58M	1	1.08%	Increased
382	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$32.2M	-$45.5M	1	3.79%	Reduced
383	Twin Tree Management Dallas, Texas	$32M	-$23M	1	0.07%	Reduced
384	Grimes & Company Westborough, Massachusetts	$31.8M	-$10.1M	1	0.95%	Reduced
385	VHMC Value Holdings Management Company Hampton Bays, New York	$31.8M	-$1.32M	1	5.82%	Reduced
386	Bank Julius Baer & Co Zurich, Switzerland	$31.4M	-$801K	2	0.12%	Reduced
387	TCW Group Los Angeles, California	$30.4M	-$2.26M	1	0.27%	Reduced
388	Lido Advisors Los Angeles, California	$29.9M	+$1.35M	1	0.17%	Increased
389	Silvercrest Asset Management New York	$29.9M	-$3.43M	2	0.21%	Reduced
390	ExodusPoint Capital Management New York	$29.8M	+$26.6M	4	0.2%	New
391	JLBC J.L. Bainbridge & Co Sarasota, Florida	$29.5M	-$143K	1	2.92%	Reduced
392	MICM Matthews International Capital Management San Francisco, California	$29.5M	+$625K	1	6.41%	Increased
393	Tidal Investments Milwaukee, Wisconsin	$29.4M	+$1.64M	5	0.4%	Increased
394	SCA Snowden Capital Advisors New York	$29.4M	+$2.71M	2	0.87%	Increased
395	Los Angeles Capital Management Los Angeles, California	$29.3M	+$26.8M	2	0.11%	Increased
396	Verition Fund Management Greenwich, Connecticut	$29.1M	+$15M	6	0.16%	Increased
397	MSR Main Street Research Lakeville, Connecticut	$28.9M	+$25.2M	1	1.91%	New
398	Congress Wealth Management Boston, Massachusetts	$28.9M	+$11.2M	2	0.46%	Increased
399	DAM Deepwater Asset Management Minneapolis, Minnesota	$28.8M	+$22.5M	2	10.47%	Increased
400	London & Capital Asset Management London, United Kingdom	$28.5M	-$1.64M	1	2.41%	Reduced