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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	Cubist Systematic Strategies Stamford, Connecticut	$30.2M	+$28.7M	3	0.18%	Increased
402	DIA Davidson Investment Advisors Great Falls, Montana	$30.1M	+$16.5M	1	1.48%	Increased
403	Calamos Advisors Naperville, Illinois	$29.7M	-$33K	1	0.13%	Reduced
404	Leonteq Securities AG Zurich, Switzerland	$29.5M	+$27.9M	4	1.66%	Increased
405	Grimes & Company Westborough, Massachusetts	$29.5M	-$120K	1	0.91%	Reduced
406	MGM Manchester Global Management London, United Kingdom	$29.4M	+$2.46M	1	4.39%	Increased
407	MSR Main Street Research Lakeville, Connecticut	$29.2M	+$435K	1	1.91%	Increased
408	Mawer Investment Management Calgary, Alberta, Canada	$29.1M	+$2.45M	1	0.14%	Increased
409	IAM Infinitum Asset Management Fort Lauderdale, Florida	$29.1M	+$27.2M	1	9.29%	Increased
410	SCM Soros Capital Management New York	$28.9M	+$4.3M	1	7.41%	Increased
411	Factory Mutual Insurance Waltham, Massachusetts	$28.8M	$0	1	0.33%	Maintained
412	Verition Fund Management Greenwich, Connecticut	$28.2M	-$291M	6	0.13%	Reduced
413	GL Governors Lane New York	$28.2M	+$5.74M	1	3.2%	Increased
414	Group One Trading Chicago, Illinois	$28.1M	-$5.45M	4	0.08%	Reduced
415	Penserra Capital Management Orinda, California	$28M	+$9.5M	2	0.5%	Increased
416	JC Joho Capital New York	$27.9M	+$32.6M	1	4.82%	New
417	Oberweis Asset Management Lisle, Illinois	$27.4M	-$2.08M	2	1.37%	Reduced
418	BNP Paribas Paris, France	$27.2M	-$2.32M	1	1.13%	Reduced
419	JLBC J.L. Bainbridge & Co Sarasota, Florida	$27M	-$994K	1	2.71%	Reduced
420	TCW Group Los Angeles, California	$26.9M	-$803K	1	0.24%	Reduced
421	Avantax Advisory Services Dallas, Texas	$26.9M	+$1.36M	4	0.16%	Increased
422	Oppenheimer Asset Management New York	$26.8M	+$646K	5	0.33%	Increased
423	PNAA Pictet North America Advisors Geneva 73, Switzerland	$26.6M	-$12.5M	1	2.65%	Reduced
424	State of Michigan Retirement System Lansing, Michigan	$26.5M	+$23.6K	3	0.15%	Increased
425	Erste Asset Management Vienna, Austria	$26.5M	-$1.2M	1	0.34%	Reduced