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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	Brinker Capital Investments Berwyn, Pennsylvania	$36.2M	+$2.13M	5	0.31%	Increased
402	TCW Group Los Angeles, California	$36.1M	-$573K	1	0.28%	Reduced
403	Avantax Advisory Services Dallas, Texas	$36M	+$249K	4	0.2%	Increased
404	IEFM IQ EQ Fund Management Dublin 2, Ireland	$36M	+$2.47M	1	3.2%	Increased
405	NO Ninety One Cape Town, South Africa	$35.9M	+$15.9M	1	5.9%	Increased
406	Edmond de Rothschild Holding Chambesy, Switzerland	$35.7M	-$6.19M	1	0.57%	Reduced
407	Capital International Sarl Los Angeles, California	$35.7M	+$1.4M	1	0.69%	Increased
408	ACM Academy Capital Management Waco, Texas	$35.4M	-$49.3K	1	5.06%	Reduced
409	State of Michigan Retirement System Lansing, Michigan	$35.3M	+$3.69K	3	0.18%	Increased
410	NOCM Night Owl Capital Management Greenwich, Connecticut	$35.3M	+$880K	1	4.08%	Increased
411	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$35.2M	+$19.5M	1	12.05%	Increased
412	London & Capital Asset Management London, United Kingdom	$34.9M	+$5.48M	1	2.65%	Increased
413	BGC Blue Grotto Capital Atlanta, Georgia	$34.8M	+$28.5M	1	4.2%	New
414	Quantinno Capital Management New York	$34.3M	+$8.12M	6	0.15%	Increased
415	GA GuoLine Advisory Singapore	$34.1M	+$14.4M	1	3.62%	Increased
416	Bank of Nova Scotia Toronto, Ontario, Canada	$33.8M	+$32M	3	0.07%	Increased
417	Jupiter Asset Management London, United Kingdom	$33.7M	-$8.63M	1	0.28%	Reduced
418	Harvest Fund Management Beijing, China	$33.4M	-$1.77M	2	1.58%	Reduced
419	Gotham Asset Management New York	$33.1M	+$25.9M	4	0.2%	Increased
420	Atria Investments Charlotte, North Carolina	$32.7M	-$53.9K	2	0.39%	Reduced
421	SIC Schwartz Investment Counsel Plymouth, Michigan	$32.7M	-$30.5M	1	1.08%	Reduced
422	SCA Snowden Capital Advisors New York	$32.6M	-$239K	2	0.96%	Reduced
423	Bailard Foster City, California	$32.6M	-$345K	2	0.76%	Reduced
424	Diversify Advisory Services Sandy, Utah	$32.5M	+$2.88M	1	1.24%	Increased
425	NPF Norris Perne & French Grand Rapids, Michigan	$31.9M	+$25.8M	1	2.22%	Increased