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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	NI Noked Israel Ramat Hasharon, Israel	$17M	+$14.9M	1	4.48%	Increased
402	IEFM IQ EQ Fund Management Dublin 2, Ireland	$17M	+$6.52M	1	2%	Increased
403	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.9M	-$2.23K	1	1.55%	Reduced
404	Twin Tree Management Dallas, Texas	$16.8M	+$3.75M	3	0.03%	Increased
405	1832 Asset Management Toronto, Ontario, Canada	$16.8M	$0	1	0.02%	Maintained
406	Todd Asset Management Louisville, Kentucky	$16.7M	-$317K	1	0.37%	Reduced
407	United Capital Financial Advisors Irving, Texas	$16.7M	-$6.51M	3	0.14%	Reduced
408	FDP Financiere des Professionnels Montreal, Quebec, Canada	$16.7M	+$136K	1	1.46%	Increased
409	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$16.6M	$0	1	1.75%	Maintained
410	GIM Generate Investment Management Auckland, New Zealand	$16.6M	+$15.3M	1	1.44%	New
411	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$16.5M	-$550K	4	0.02%	Reduced
412	Lido Advisors Los Angeles, California	$16.4M	+$832K	1	0.11%	Increased
413	Kornitzer Capital Management Shawnee Mission, Kansas	$16.4M	+$6.01K	1	0.32%	Increased
414	ABN AMRO Bank Amsterdam, Netherlands	$16.2M	-$1.17M	1	0.27%	Reduced
415	Kennedy Capital Management St Louis, Missouri	$16.2M	+$3.48M	4	0.35%	Increased
416	JGUA John G. Ullman & Associates Corning, New York	$16M	-$49.4K	1	2.53%	Reduced
417	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$15.9M	$0	1	7.95%	Maintained
418	MC Maplelane Capital New York	$15.8M	+$2.86M	1	0.72%	Increased
419	PHK Point72 Hong Kong Hong Kong	$15.5M	+$13M	1	0.93%	Increased
420	Brandywine Global Investment Management Philadelphia, Pennsylvania	$15.4M	+$3.28M	2	0.12%	Increased
421	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$15.3M	-$658K	5	0.14%	Reduced
422	Credit Agricole Montrouge Cedex, France	$15.1M	-$2.56M	1	0.17%	Reduced
423	Thrivent Financial for Lutherans Minneapolis, Minnesota	$14.9M	-$1.65M	7	0.03%	Reduced
424	HIM Herald Investment Management London, United Kingdom	$14.9M	+$2.31M	3	2.85%	Increased
425	TC Tenere Capital New York	$14.8M	+$4.75M	1	4.84%	Increased