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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	FAS Formuepleje A/S Aarhus C, Denmark	$31.9M	$0	1	1.82%	Maintained
427	JGUA John G. Ullman & Associates Corning, New York	$31.4M	-$81.9K	1	4.66%	Reduced
428	JCM Janney Capital Management Pittsburgh, Pennsylvania	$31.4M	-$498K	1	2.02%	Reduced
429	Boothbay Fund Management New York	$31.3M	+$20.5M	3	0.61%	Increased
430	MSR Main Street Research Lakeville, Connecticut	$31.1M	-$7.05M	1	1.94%	Reduced
431	Lansforsakringar Fondforvaltning Stockholm, Sweden	$30.7M	-$352K	1	0.18%	Reduced
432	Liontrust Investment Partners London, United Kingdom	$30.6M	-$22.1M	1	0.44%	Reduced
433	TCM Tran Capital Management San Rafael, California	$30.6M	-$9.97M	1	3.6%	Reduced
434	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$30.5M	+$25M	1	4.73%	New
435	Sapient Capital Indianapolis, Indiana	$30.4M	+$309K	1	0.54%	Increased
436	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$30.4M	-$608K	5	0.25%	Reduced
437	PL Parkwood LLC Cleveland, Ohio	$30.3M	+$4.06M	1	2.72%	Increased
438	Capital Fund Management (CFM) Paris, France	$30.2M	-$23.8M	5	0.08%	Reduced
439	VCP Varenne Capital Partners Paris, France	$30M	+$24.5M	1	5.21%	New
440	CIBC Asset Management Toronto, Ontario, Canada	$29.9M	+$13.2M	1	0.09%	Increased
441	GAMH Greenwoods Asset Management (HK) Hong Kong	$29.7M	-$267M	1	1.03%	Reduced
442	AIM Allen Investment Management New York	$29.7M	+$275K	1	0.32%	Increased
443	ABN AMRO Bank Amsterdam, Netherlands	$29.7M	+$589K	1	0.39%	Increased
444	Aquatic Capital Management Chicago, Illinois	$29.6M	-$4.52M	3	0.6%	Reduced
445	Oppenheimer & Co New York	$29.6M	+$1.61M	2	0.39%	Increased
446	Ruffer LLP London, United Kingdom	$29.6M	-$26.3M	1	1.31%	Reduced
447	Nissay Asset Management Tokyo, Japan	$29.5M	-$206K	3	0.17%	Reduced
448	Kornitzer Capital Management Shawnee Mission, Kansas	$29.1M	-$3.7M	2	0.59%	Reduced
449	WPW Warther Private Wealth Akron, Ohio	$29.1M	-$295K	1	7.57%	Reduced
450	BFS Baskin Financial Services Toronto, Ontario, Canada	$28.9M	+$23.6M	1	2.19%	New