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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	ZDA Zweig-DiMenna Associates New York	$53.8M	-$2.29M	1	3.76%	Reduced
377	CAPTRUST Financial Advisors Raleigh, North Carolina	$53.5M	+$23.3M	3	0.11%	Increased
378	MP Marcho Partners London, United Kingdom	$53.2M	-$15.5M	1	20.29%	Reduced
379	Silvercrest Asset Management New York	$53.1M	-$9.8M	4	0.35%	Reduced
380	Acadian Asset Management Boston, Massachusetts	$53.1M	-$30.8M	6	0.09%	Reduced
381	TCIM TOMS Capital Investment Management New York	$53.1M	-$18.3M	1	1.23%	Reduced
382	Liontrust Investment Partners London, United Kingdom	$53M	+$13.4M	1	0.78%	Increased
383	WP Wedgewood Partners St Louis, Missouri	$52.9M	-$2.01M	1	9.65%	Reduced
384	PD Point72 (DIFC) Dubai, United Arab Emirates	$52.8M	+$23.3M	1	3.46%	Increased
385	iA Global Asset Management Quebec, Quebec, Canada	$51.9M	-$58.5M	1	0.71%	Reduced
386	Mackenzie Financial Toronto Ontario, Ontario, Canada	$51.8M	-$1.87M	6	0.06%	Reduced
387	Brandes Investment Partners La Jolla, California	$51.8M	-$19.2M	1	0.42%	Reduced
388	SIG Senator Investment Group New York	$51.7M	$0	1	1.91%	Maintained
389	BNP Paribas Paris, France	$51M	+$4.67M	1	1.54%	Increased
390	TIAM TT International Asset Management London, United Kingdom	$50.6M	+$33.8M	3	9.8%	Increased
391	NewEdge Advisors New Orleans, Louisiana	$50.4M	+$734K	7	0.23%	Increased
392	PNAA Pictet North America Advisors Geneva 73, Switzerland	$50.2M	+$2.5M	1	4.7%	Increased
393	Wolverine Trading Chicago, Illinois	$49.7M	+$22.3M	4	0.04%	Increased
394	Lockheed Martin Investment Management Bethesda, Maryland	$49.7M	+$31.3M	1	1.83%	Increased
395	Waverly Advisors Birmingham, Alabama	$49.5M	-$1.43M	2	0.49%	Reduced
396	Polen Capital Management Boca Raton, Florida	$49.5M	+$43.3M	1	0.16%	New
397	Oppenheimer Asset Management New York	$49.3M	+$4.17M	5	0.54%	Increased
398	IAM Infinitum Asset Management Fort Lauderdale, Florida	$48.9M	$0	1	8.99%	Maintained
399	ACP Albar Capital Partners London, United Kingdom	$48.8M	-$38.8M	1	11.12%	Reduced
400	Boston Partners Boston, Massachusetts	$48.5M	+$282K	2	0.05%	Increased