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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	MIC Meridian Investment Counsel Lafayette, California	$9.32M	+$50.6K	1	3.49%	Increased
452	NOCM Night Owl Capital Management Greenwich, Connecticut	$9.31M	+$37.5K	1	2.33%	Increased
453	Factory Mutual Insurance Waltham, Massachusetts	$9.3M	+$10.1M	1	0.13%	New
454	CCPM Cooper Creek Partners Management New York	$9.29M	+$9.24M	1	0.53%	New
455	HRT Financial New York	$9.27M	+$5.66M	4	0.09%	Increased
456	PineBridge Investments New York	$9.19M	+$6.42M	1	0.1%	Increased
457	Salem Investment Counselors Winston Salem, North Carolina	$9.11M	+$927K	2	0.35%	Increased
458	Assenagon Asset Management Senningerberg, Luxembourg	$9.09M	+$8.73M	2	0.03%	Increased
459	Stephens Inc Little Rock, Arkansas	$9M	+$3.45M	3	0.17%	Increased
460	CCM CAAS Capital Management New York	$8.94M	+$10M	2	0.58%	New
461	AG Artal Group Luxembourg	$8.93M	+$5.69M	1	0.38%	Increased
462	CFSG Community Financial Services Group Newport, Vermont	$8.9M	+$9.69M	1	2.25%	New
463	CA CapWealth Advisors Franklin, Tennessee	$8.78M	-$332K	1	1.13%	Reduced
464	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.66M	+$322K	1	2.85%	Increased
465	CAPTRUST Financial Advisors Raleigh, North Carolina	$8.62M	+$3.85M	6	0.03%	Increased
466	Cooke & Bieler Philadelphia, Pennsylvania	$8.56M	-$19.1M	1	0.08%	Reduced
467	Tokio Marine Asset Management Tokyo, Japan	$8.54M	-$586K	1	0.54%	Reduced
468	Davenport & Co Richmond, Virginia	$8.47M	-$79.1K	1	0.06%	Reduced
469	LSCM Light Street Capital Management Palo Alto, California	$8.47M	-$14.4M	1	2.49%	Reduced
470	MFS Mirabella Financial Services London, United Kingdom	$8.34M	-$523K	3	1.16%	Reduced
471	CGA Compound Global Advisors Mercer Island, Washington	$8.34M	$0	1	1.83%	Maintained
472	HCM Hillman Capital Management Bethesda, Maryland	$8.34M	-$297K	1	3.21%	Reduced
473	Castleark Management Chicago, Illinois	$8.27M	+$1.57M	2	0.42%	Increased
474	IEFM IQ EQ Fund Management Dublin 2, Ireland	$8.25M	+$113K	1	1.69%	Increased
475	Vanguard Personalized Indexing Management Oakland, California	$8.24M	+$132K	5	0.25%	Increased