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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
401	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$94.5M	+$896K	4	2.43%	Increased
402	AAM AMI Asset Management Los Angeles, California	$94.5M	-$34.5M	2	5.44%	Reduced
403	Erste Asset Management Vienna, Austria	$94M	-$19.5M	1	0.73%	Reduced
404	Nykredit A/S Nordhavn, Denmark	$94M	+$78.2M	6	0.36%	New
405	William Blair & Company Chicago, Illinois	$92.8M	+$22.5M	3	0.24%	Increased
406	Silvercrest Asset Management New York	$92.8M	+$6.85M	3	0.61%	Increased
407	Fuller & Thaler Asset Management San Mateo, California	$92.6M	-$18.3M	2	0.25%	Reduced
408	CPIM Coalescence Partners Investment Management New York	$91.6M	-$64.8M	1	26.9%	Reduced
409	RAM Ramirez Asset Management New York	$91.4M	+$1.5M	3	9.53%	Increased
410	JC Joho Capital New York	$90.8M	$0	1	19.72%	Maintained
411	NM NWI Management New York	$90.3M	+$14.6M	1	4.18%	Increased
412	Swiss National Bank Zurich, Switzerland	$89.2M	+$715K	5	0.05%	Increased
413	Ossiam Paris, France	$89.1M	+$66.7M	1	1.18%	New
414	Douglass Winthrop Advisors New York	$89.1M	+$54.6M	1	1.54%	Increased
415	Stephens Investment Management Group Houston, Texas	$88.8M	+$23.4M	3	0.95%	Increased
416	WGAM Wilkinson Global Asset Management New York	$88.7M	-$26.8M	1	7.05%	Reduced
417	CSNH Crow's Nest Holdings Richmond, Virginia	$88.4M	-$16.2M	1	26.72%	Reduced
418	BGC Blue Grotto Capital Atlanta, Georgia	$88.2M	+$3.88M	1	7.36%	Increased
419	Wealth Enhancement Advisory Services Plymouth, Minnesota	$88M	+$13M	6	0.15%	Increased
420	KI Kapitalo Investimentos Sao Paulo, Brazil	$87.4M	+$72.3M	1	5.54%	Increased
421	Advisors Capital Management Ridgewood, New Jersey	$86.5M	-$779K	1	0.92%	Reduced
422	DF Dent & Co Baltimore, Maryland	$86.3M	+$42.8M	2	1.64%	Increased
423	Danica Pension Livsforsikrings Copenhagen V,	$86.2M	-$20.2M	1	1.38%	Reduced
424	KCM Kensico Capital Management Greenwich, Connecticut	$85.7M	+$72.8M	1	1.47%	New
425	PNAA Pictet North America Advisors Geneva 73, Switzerland	$85.4M	-$222K	1	7.52%	Reduced