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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
451	Aberdeen Group Edinburgh, United Kingdom	$75.8M	-$544K	3	0.11%	Reduced
452	DSM Capital Partners Palm Beach Gardens, Florida	$75.7M	+$47.1M	1	1.3%	Increased
453	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$75.6M	+$53.3M	1	12.14%	Increased
454	Kornitzer Capital Management Shawnee Mission, Kansas	$75.6M	-$3.47M	2	1.58%	Reduced
455	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$75.2M	-$1.33M	1	4.43%	Reduced
456	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$74M	+$62.9M	1	62.4%	New
457	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$73.9M	-$406K	1	1.24%	Reduced
458	VCP Varenne Capital Partners Paris, France	$73.2M	-$12.7M	1	12.13%	Reduced
459	Trillium Asset Management Boston, Massachusetts	$72.8M	-$19.7M	1	2.24%	Reduced
460	Asset Management One Tokyo, Japan	$72.6M	+$2.45M	1	0.19%	Increased
461	E. Ohman J:or Asset Management Stockholm, Sweden	$72.5M	+$7.66M	1	1.69%	Increased
462	RAA RWC Asset Advisors Miami, Florida	$72.4M	+$26.6M	1	16.1%	Increased
463	GA GuoLine Advisory Singapore	$72M	$0	1	6.7%	Maintained
464	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$71.8M	+$61M	1	2.23%	Increased
465	Brinker Capital Investments Berwyn, Pennsylvania	$71.8M	-$638K	7	0.55%	Reduced
466	NPF Norris Perne & French Grand Rapids, Michigan	$71.4M	-$172K	1	3.05%	Reduced
467	ACM Academy Capital Management Waco, Texas	$71M	-$610K	1	9.38%	Reduced
468	Ethic Inc New York	$70.8M	+$6.14M	6	0.88%	Increased
469	FAS Formuepleje A/S Aarhus C, Denmark	$70.7M	-$10.6M	1	5.53%	Reduced
470	SCM Sirios Capital Management Boston, Massachusetts	$70.2M	-$31.5M	2	8.53%	Reduced
471	Rubric Capital Management (New York) New York	$70M	-$63.7M	1	0.64%	Reduced
472	JLBC J.L. Bainbridge & Co Sarasota, Florida	$69.9M	-$805K	1	5.5%	Reduced
473	Quadrant Capital Group Cincinnati, Ohio	$69.6M	-$1.58M	7	1.91%	Reduced
474	Caprock Group Boise, Idaho	$68.7M	+$6.19M	3	1.32%	Increased
475	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$68.6M	-$3.69M	2	2.41%	Reduced