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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	F.L. Putnam Investment Management Lynnfield, Massachusetts	$12.8M	+$7.4M	1	0.44%	Increased
402	Leonteq Securities AG Zurich, Switzerland	$12.7M	-$1.99M	3	0.76%	Reduced
403	NGA Naples Global Advisors Naples, Florida	$12.7M	+$454K	1	1.77%	Increased
404	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$12.7M	-$915K	2	0.41%	Reduced
405	Tocqueville Asset Management New York	$12.6M	-$710K	3	0.18%	Reduced
406	CWA Asset Management Group Naples, Florida	$12.6M	-$6.71M	1	1.02%	Reduced
407	CFSG Community Financial Services Group Newport, Vermont	$12.5M	-$101K	1	3.5%	Reduced
408	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.5M	-$147M	2	0.02%	Reduced
409	BGC Blue Grotto Capital Atlanta, Georgia	$12.3M	+$4.72M	1	3.95%	Increased
410	Nomura Asset Management Tokyo, Japan	$12.3M	+$82K	1	0.07%	Increased
411	Cambridge Investment Research Advisors Fairfield, Iowa	$12.3M	+$651K	2	0.06%	Increased
412	Laird Norton Wetherby Wealth Management San Francisco, California	$12.2M	+$154K	2	0.74%	Increased
413	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$12.1M	+$2.47M	1	14.35%	Increased
414	AIG American International Group New York	$12.1M	+$1.74M	4	0.04%	Increased
415	Tidal Investments Milwaukee, Wisconsin	$12.1M	+$2.35M	1	0.47%	Increased
416	Avalon Investment & Advisory Houston, Texas	$12.1M	+$1.95M	1	0.27%	Increased
417	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$12M	+$2.22M	1	0.26%	Increased
418	Varma Mutual Pension Insurance Co Helsinki, Finland	$12M	-$4.69M	1	0.18%	Reduced
419	FTDI First Trust Direct Indexing Boston, Massachusetts	$11.9M	+$2.95M	3	1.77%	Increased
420	FHC First Horizon Corporation Memphis, Tennessee	$11.9M	-$318K	4	1.06%	Reduced
421	Manning & Napier Group Fairport, New York	$11.8M	-$22.8K	1	0.1%	Reduced
422	Frontier Capital Management Boston, Massachusetts	$11.8M	-$635K	1	0.09%	Reduced
423	OCM Osterweis Capital Management San Francisco, California	$11.8M	+$2.97M	1	0.61%	Increased
424	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$11.7M	+$2.51M	2	0.1%	Increased
425	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.7M	-$2.13M	5	0.04%	Reduced