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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	Ariel Investments Chicago, Illinois	$24.6M	-$1.56M	1	0.25%	Reduced
427	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$24.6M	$0	1	2.24%	Maintained
428	Guggenheim Capital Chicago, Illinois	$24.5M	+$803K	6	0.17%	Increased
429	Old Mission Capital Chicago, Illinois	$24.4M	+$23.9M	1	0.35%	New
430	PAS Point72 Asia (Singapore) Singapore	$24M	+$11.2M	2	4.51%	Increased
431	KAS Kemnay Advisory Services New York	$23.9M	+$15.3M	1	4.32%	Increased
432	Impax Asset Management Group London, United Kingdom	$23.7M	-$1.89M	2	0.09%	Reduced
433	TAM Telemark Asset Management Boston, Massachusetts	$23.6M	-$20.1M	2	2.38%	Reduced
434	NewEdge Advisors New Orleans, Louisiana	$23.5M	+$3.64M	6	0.15%	Increased
435	MC Maplelane Capital New York	$23.4M	-$35.8M	1	1.35%	Reduced
436	ExodusPoint Capital Management New York	$23.4M	-$6.56M	2	0.14%	Reduced
437	Moore Capital Management New York	$23.2M	-$1.15M	1	0.43%	Reduced
438	Focus Partners Wealth Boston, Massachusetts	$23.1M	+$11.7M	5	0.07%	Increased
439	Tidal Investments Milwaukee, Wisconsin	$23M	-$5.16M	4	0.24%	Reduced
440	Braun Stacey Associates New York	$22.9M	+$21.5M	1	0.87%	Increased
441	TC Tairen Capital Hong Kong	$22.8M	+$20.4M	1	0.81%	New
442	Bridgewater Associates Westport, Connecticut	$22.6M	+$2.65M	2	0.13%	Increased
443	MP Marcho Partners London, United Kingdom	$22.5M	+$3.93M	1	6.01%	Increased
444	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$22.4M	+$482K	1	0.35%	Increased
445	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$22.4M	-$4.85M	5	0.2%	Reduced
446	VWM Valley Wealth Managers Paramus, New Jersey	$22.4M	+$13.3M	1	1.66%	Increased
447	HVCM Hel Ved Capital Management Central, Hong Kong	$22M	+$13.8M	3	9.64%	Increased
448	RBCM Raub Brock Capital Management Larkspur, California	$21.8M	-$982K	1	4.43%	Reduced
449	AC AMS Capital Sao Paulo, Brazil	$21.8M	+$6.38M	1	3.79%	Increased
450	Picton Mahoney Asset Management Toronto, Ontario, Canada	$21.7M	+$13M	4	0.71%	Increased