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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	Kornitzer Capital Management Shawnee Mission, Kansas	$13M	$0	1	0.26%	Maintained
402	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$13M	+$875K	1	0.37%	Increased
403	CWM Cabot Wealth Management Salem, Massachusetts	$13M	+$70.5K	1	1.94%	Increased
404	MBA Maple-Brown Abbott Barangaroo, Australia	$12.9M	-$129K	1	1.44%	Reduced
405	MFWM Motley Fool Wealth Management Alexandria, Virginia	$12.9M	-$117K	1	0.76%	Reduced
406	Credit Agricole Montrouge Cedex, France	$12.9M	-$2.92M	1	0.23%	Reduced
407	TSS Two Sigma Securities New York	$12.9M	+$11.8M	2	0.19%	New
408	HLCM Hi-Line Capital Management Watertown, South Dakota	$12.8M	-$1.43M	1	4.77%	Reduced
409	HIM Herald Investment Management London, United Kingdom	$12.8M	$0	3	2.48%	Maintained
410	Jefferies Financial Group New York	$12.7M	+$1.39M	1	0.11%	Increased
411	State of Alaska Department of Revenue Juneau, Alaska	$12.7M	-$297K	4	0.15%	Reduced
412	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$12.4M	$0	3	0.77%	Maintained
413	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$12.2M	$0	1	1.2%	Maintained
414	AAM Augustine Asset Management Jacksonville, Florida	$12.2M	-$20.2K	1	5.62%	Reduced
415	FFM Fullerton Fund Management Singapore	$12.1M	-$3.26M	1	0.85%	Reduced
416	BTP Bloom Tree Partners New York	$12.1M	+$11.2M	1	5.64%	New
417	Mutual of America Capital Management New York	$12M	-$960K	4	0.14%	Reduced
418	Greenleaf Trust Kalamazoo, Michigan	$12M	-$176K	2	0.13%	Reduced
419	HC Henshaw Capital Woburn, Massachusetts	$11.9M	-$6M	1	0.68%	Reduced
420	KCM Kingdon Capital Management New York	$11.9M	+$10.9M	1	1.12%	New
421	Capital Research Global Investors Los Angeles, California	$11.9M	+$2.7K	1	0%	Increased
422	TPSF Texas Permanent School Fund Austin, Texas	$11.7M	-$217K	4	0.11%	Reduced
423	AIG American International Group New York	$11.4M	-$162K	4	0.07%	Reduced
424	QIM Quantitative Investment Management Charlottesville, Virginia	$11.3M	+$10.4M	1	1.07%	New
425	Tidal Investments Milwaukee, Wisconsin	$11.3M	+$1.78M	2	0.33%	Increased