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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	DCM Divisar Capital Management San Francisco, California	$48.3M	-$5.94M	2	13.13%	Reduced
402	Erste Asset Management Vienna, Austria	$47.3M	-$11.6M	1	0.46%	Reduced
403	KC Kadensa Capital Central, Hong Kong	$47.3M	+$33.4M	1	4.87%	Increased
404	Mercer Global Advisors Denver, Colorado	$46.9M	-$1.37M	5	0.08%	Reduced
405	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$46.9M	-$3.57M	1	0.94%	Reduced
406	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$46.7M	-$525K	1	0.13%	Reduced
407	ExodusPoint Capital Management New York	$46.4M	+$26.8M	6	0.47%	Increased
408	IEFM IQ EQ Fund Management Dublin 2, Ireland	$46.3M	+$1.66M	1	3.14%	Increased
409	CRCM Cat Rock Capital Management Greenwich, Connecticut	$46M	-$24M	1	5.68%	Reduced
410	Sculptor Capital New York	$45.9M	+$39.6M	1	0.54%	Increased
411	ABN AMRO Investment Solutions Paris Cedex 008,	$45.7M	-$6.31M	1	0.94%	Reduced
412	Asset Management One Tokyo, Japan	$45.3M	-$650K	1	0.13%	Reduced
413	Grimes & Company Westborough, Massachusetts	$45M	-$3.15M	1	1.11%	Reduced
414	Kestra Advisory Services Austin, Texas	$44.2M	+$10.8M	2	0.2%	Increased
415	JLBC J.L. Bainbridge & Co Sarasota, Florida	$44.1M	-$752K	1	3.67%	Reduced
416	Storebrand Asset Management Lysaker, Norway	$44M	+$9.62M	1	0.12%	Increased
417	NOCM Night Owl Capital Management Greenwich, Connecticut	$43.9M	+$369K	1	4.79%	Increased
418	HP Harvey Partners Tarrytown, New York	$43.9M	-$8.53M	1	3.91%	Reduced
419	State of Michigan Retirement System Lansing, Michigan	$43.7M	-$17.9K	3	0.21%	Reduced
420	HRT Financial New York	$43.5M	+$22.6M	5	0.16%	Increased
421	Brinker Capital Investments Berwyn, Pennsylvania	$43.5M	-$886K	5	0.34%	Reduced
422	ACM Academy Capital Management Waco, Texas	$43.4M	-$279K	1	6.18%	Reduced
423	Capital International Sarl Los Angeles, California	$43.1M	-$839K	1	0.74%	Reduced
424	RAM Ramirez Asset Management New York	$42.9M	-$14.6M	2	5.96%	Reduced
425	Soros Fund Management New York	$42.7M	+$6.59M	2	0.61%	Increased