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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
426	CIM Chiron Investment Management New York	$6.54M	+$7.88M	1	1.32%	New
427	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$6.54M	+$102K	1	0.26%	Increased
428	Los Angeles Capital Management Los Angeles, California	$6.5M	-$3.52M	3	0.03%	Reduced
429	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$6.43M	$0	1	0.16%	Maintained
430	WCM Westerly Capital Management San Francisco, California	$6.43M	+$4.58M	1	5.76%	Increased
431	AFG American Financial Group Cincinnati, Ohio	$6.4M	$0	1	2.2%	Maintained
432	PC Pier Capital Stamford, Connecticut	$6.38M	+$63.5K	1	1.1%	Increased
433	ICM Invenomic Capital Management Boston, Massachusetts	$6.32M	-$1.19M	1	0.54%	Reduced
434	Douglass Winthrop Advisors New York	$6.29M	+$1.12M	1	0.19%	Increased
435	TPSF Texas Permanent School Fund Austin, Texas	$6.19M	-$76.5K	4	0.1%	Reduced
436	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$6.16M	-$2.29M	1	0.34%	Reduced
437	Liontrust Investment Partners London, United Kingdom	$6.12M	-$7.92M	1	0.1%	Reduced
438	Congress Wealth Management Boston, Massachusetts	$6.09M	+$24.3K	2	0.16%	Increased
439	Kennedy Capital Management St Louis, Missouri	$6.06M	-$918K	2	0.18%	Reduced
440	Avalon Investment & Advisory Houston, Texas	$6.05M	-$288K	1	0.19%	Reduced
441	CAM ClariVest Asset Management San Diego, California	$6.04M	-$3.24M	3	0.29%	Reduced
442	MAM Maytree Asset Management Hong Kong	$6.03M	+$7.27M	1	4.47%	New
443	DFO Duquesne Family Office New York	$6.03M	+$7.27M	1	0.34%	New
444	PCA Prospect Capital Advisors Sausalito, California	$5.98M	+$2.16M	1	3.15%	Increased
445	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$5.96M	-$595K	1	0.3%	Reduced
446	DSM Capital Partners Palm Beach Gardens, Florida	$5.95M	-$34.8M	1	0.1%	Reduced
447	ZDA Zweig-DiMenna Associates New York	$5.95M	-$223K	1	1.3%	Reduced
448	Calamos Advisors Naperville, Illinois	$5.94M	-$2.41M	1	0.03%	Reduced
449	Tidal Investments Milwaukee, Wisconsin	$5.88M	-$196K	1	0.24%	Reduced
450	HT HAP Trading New York	$5.85M	+$3.94M	1	0.39%	Increased