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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	Thompson Siegel & Walmsley Richmond, Virginia	$13M	+$316K	1	0.18%	Increased
402	MIC Meridian Investment Counsel Lafayette, California	$12.9M	-$29.7K	1	4.99%	Reduced
403	IEFM IQ EQ Fund Management Dublin 2, Ireland	$12.8M	-$1.89M	1	2.26%	Reduced
404	NC Nokomis Capital Dallas, Texas	$12.8M	+$61.3K	1	5.53%	Increased
405	State of Tennessee, Department of Treasury Nashville, Tennessee	$12.6M	+$3.43M	5	0.05%	Increased
406	CFSG Community Financial Services Group Newport, Vermont	$12.5M	+$1.57M	1	3.69%	Increased
407	Tocqueville Asset Management New York	$12.5M	-$584K	3	0.19%	Reduced
408	DAM Deltec Asset Management New York	$12.3M	+$377K	1	1.84%	Increased
409	NONA Ninety One North America New York	$12.3M	-$410K	1	0.71%	Reduced
410	QAM QCI Asset Management Pittsford, New York	$12.3M	+$12.8M	1	0.77%	New
411	Frontier Capital Management Boston, Massachusetts	$12.2M	-$978K	1	0.09%	Reduced
412	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.1M	-$527K	1	0.98%	Reduced
413	NGA Naples Global Advisors Naples, Florida	$12.1M	-$416K	1	1.83%	Reduced
414	Natixis Paris, France	$12.1M	+$12.6M	1	0.04%	New
415	Nomura Asset Management Tokyo, Japan	$12M	-$520K	1	0.08%	Reduced
416	FHC First Horizon Corporation Memphis, Tennessee	$12M	-$87.8K	4	1.14%	Reduced
417	Atria Investments Charlotte, North Carolina	$11.9M	-$6.7M	1	0.26%	Reduced
418	Laird Norton Wetherby Wealth Management San Francisco, California	$11.8M	-$734K	2	0.9%	Reduced
419	AIM Aigen Investment Management New York	$11.8M	+$12M	2	1.56%	Increased
420	Profund Advisors Bethesda, Maryland	$11.7M	+$480K	6	0.45%	Increased
421	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.7M	-$22.8K	3	0.02%	Reduced
422	State of Wisconsin Investment Board Madison, Wisconsin	$11.7M	-$26.6K	2	0.03%	Reduced
423	Manning & Napier Group Fairport, New York	$11.7M	-$3.09M	1	0.1%	Reduced
424	Rathbones Group Liverpool, United Kingdom	$11.7M	+$4.54M	1	0.15%	Increased
425	OCM Olstein Capital Management Purchase, New York	$11.6M	-$2.05M	1	1.62%	Reduced