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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	DAM Deepwater Asset Management Minneapolis, Minnesota	$28.1M	+$34.1K	2	9.86%	Increased
402	SIC Schwartz Investment Counsel Plymouth, Michigan	$28M	+$23.9M	1	1%	Increased
403	MICM Matthews International Capital Management San Francisco, California	$27.5M	-$1.9M	1	4.53%	Reduced
404	Atria Investments Charlotte, North Carolina	$27.5M	+$742K	3	0.34%	Increased
405	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$27.4M	-$9.64M	2	1.42%	Reduced
406	Kornitzer Capital Management Shawnee Mission, Kansas	$27.4M	$0	1	0.51%	Maintained
407	IMC Chicago Chicago, Illinois	$27.2M	+$26.7M	1	0.01%	New
408	Wolverine Trading Chicago, Illinois	$27.1M	+$3.77M	3	0.03%	Increased
409	DF DNCA Finance Paris, France	$26.8M	-$1.11M	1	2.3%	Reduced
410	APC Alta Park Capital San Francisco, California	$26.7M	+$153K	1	3.4%	Increased
411	Asset Management One Tokyo, Japan	$26.7M	+$171K	2	0.1%	Increased
412	IEFM IQ EQ Fund Management Dublin 2, Ireland	$26.6M	+$1.72M	1	2.77%	Increased
413	Los Angeles Capital Management Los Angeles, California	$26.4M	-$1.58M	1	0.11%	Reduced
414	MIRAE ASSET SECURITIES (USA) INC. New York	$26.3M	+$12.8M	1	1.06%	Increased
415	ABN AMRO Bank Amsterdam, Netherlands	$26.2M	+$488K	1	0.36%	Increased
416	HM HCEP Management Hong Kong	$26.1M	-$59.6M	1	9.49%	Reduced
417	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$26M	$0	1	0.32%	Maintained
418	Harvest Fund Management Beijing, China	$25.8M	+$5.52M	3	1.54%	Increased
419	TIAM TT International Asset Management London, United Kingdom	$25.8M	-$33.5M	2	3.17%	Reduced
420	PP Paloma Partners Greenwich, Connecticut	$25.6M	+$15.1M	3	0.71%	Increased
421	Factory Mutual Insurance Waltham, Massachusetts	$25.4M	+$2.45M	1	0.26%	Increased
422	JGUA John G. Ullman & Associates Corning, New York	$25.1M	-$707K	1	3.61%	Reduced
423	Bailard Foster City, California	$24.8M	-$217K	2	0.65%	Reduced
424	Mercer Global Advisors Denver, Colorado	$24.8M	+$3.75M	3	0.06%	Increased
425	BAM BOCHK Asset Management Hong Kong	$24.7M	+$22.8M	1	7.35%	Increased