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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	Maverick Capital Dallas, Texas	$11.3M	+$9.56M	3	0.24%	Increased
427	CM Crestline Management Fort Worth, Texas	$11.3M	-$2.77M	2	1.18%	Reduced
428	OCM Osterweis Capital Management San Francisco, California	$11.3M	-$1.54M	1	0.75%	Reduced
429	Cresset Asset Management Chicago, Illinois	$11.2M	+$8.51M	3	0.01%	Increased
430	HTI Hikari Tsushin Inc Tokyo, Japan	$11.2M	$0	1	1.08%	Maintained
431	Thompson Siegel & Walmsley Richmond, Virginia	$11.2M	+$1.72M	1	0.18%	Increased
432	Schonfeld Strategic Advisors New York	$11.1M	-$10.2M	3	0.1%	Reduced
433	NCM Noesis Capital Mangement Boca Raton, Florida	$11.1M	-$179K	1	2.73%	Reduced
434	NGA Naples Global Advisors Naples, Florida	$11.1M	-$65.1K	1	1.3%	Reduced
435	Atria Investments Charlotte, North Carolina	$11M	-$263K	1	0.2%	Reduced
436	Nomura Holdings Tokyo, Japan	$11M	-$1.8M	1	0.03%	Reduced
437	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11M	-$423K	1	1.08%	Reduced
438	Peregrine Capital Management Minneapolis, Minnesota	$10.8M	-$2.06M	1	0.29%	Reduced
439	CTC (Chicago Trading Company) Chicago, Illinois	$10.8M	+$1.8M	1	0.01%	Increased
440	NOCM Night Owl Capital Management Greenwich, Connecticut	$10.8M	-$631K	1	2.79%	Reduced
441	Granahan Investment Management Waltham, Massachusetts	$10.8M	-$1.36M	1	0.33%	Reduced
442	MIC Meridian Investment Counsel Lafayette, California	$10.8M	+$59.2K	1	3.84%	Increased
443	Old National Bancorp Evansville, Indiana	$10.6M	+$763K	1	0.3%	Increased
444	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$10.6M	-$12.7M	1	0.75%	Reduced
445	Tokio Marine Asset Management Tokyo, Japan	$10.5M	-$558K	1	0.67%	Reduced
446	CA CapWealth Advisors Franklin, Tennessee	$10.5M	-$15.1K	1	1.29%	Reduced
447	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$10.5M	+$31.2K	2	0.49%	Increased
448	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.4M	-$4.78M	4	0.02%	Reduced
449	Congress Wealth Management Boston, Massachusetts	$10.3M	-$68.7K	2	0.24%	Reduced
450	California Public Employees Retirement System Sacramento, California	$10.3M	-$89.8K	1	0.01%	Reduced