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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	ACL APEIRON Capital Ltd Hong Kong	$9.81M	$0	1	6%	Maintained
402	AAM Augustine Asset Management Jacksonville, Florida	$9.76M	-$922K	1	5.99%	Reduced
403	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$9.64M	-$151K	1	0.56%	Reduced
404	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$9.62M	+$10.9M	1	0.48%	New
405	Nomura Asset Management Tokyo, Japan	$9.61M	+$503K	2	0.06%	Increased
406	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$9.54M	-$1.66M	2	0.66%	Reduced
407	Fred Alger Management New York	$9.49M	+$2.71M	2	0.04%	Increased
408	Calamos Advisors Naperville, Illinois	$9.47M	-$7.69M	1	0.04%	Reduced
409	HIM Herald Investment Management London, United Kingdom	$9.42M	$0	3	2.19%	Maintained
410	Greenleaf Trust Kalamazoo, Michigan	$9.4M	-$87.9K	2	0.14%	Reduced
411	Tokio Marine Asset Management Tokyo, Japan	$9.34M	+$620K	1	0.83%	Increased
412	FTDI First Trust Direct Indexing Boston, Massachusetts	$9.16M	+$437K	3	1.28%	Increased
413	Laird Norton Wetherby Wealth Management San Francisco, California	$8.91M	+$513K	2	0.61%	Increased
414	SCM Segantii Capital Management Hong Kong	$8.86M	-$11.2M	1	0.22%	Reduced
415	PEAK6 Investments Chicago, Illinois	$8.81M	-$38.2M	3	0.04%	Reduced
416	Tocqueville Asset Management New York	$8.78M	-$1.37M	3	0.16%	Reduced
417	JGUA John G. Ullman & Associates Corning, New York	$8.77M	+$2.1M	1	1.41%	Increased
418	Harvard Management Company Boston, Massachusetts	$8.77M	+$3.96M	1	1.02%	Increased
419	ExodusPoint Capital Management New York	$8.75M	-$12.4M	4	0.11%	Reduced
420	NGA Naples Global Advisors Naples, Florida	$8.74M	+$281K	1	1.13%	Increased
421	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.72M	+$871K	5	0.02%	Increased
422	Davenport & Co Richmond, Virginia	$8.62M	-$1.06M	1	0.07%	Reduced
423	SWM Segment Wealth Management Houston, Texas	$8.61M	+$802K	1	1.09%	Increased
424	OCM Olstein Capital Management Purchase, New York	$8.48M	+$352K	1	1.27%	Increased
425	Atria Investments Charlotte, North Carolina	$8.44M	-$1.88M	1	0.18%	Reduced