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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	CWM Cabot Wealth Management Salem, Massachusetts	$21.8M	-$459K	1	2.86%	Reduced
452	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$21.6M	-$1.06M	1	1.93%	Reduced
453	Harvest Fund Management Beijing, China	$21.5M	+$6.03M	3	1.55%	Increased
454	CAIMH Central Asset Investments & Management Holdings Hong Kong	$21.5M	+$14.3M	3	8%	Increased
455	AAM Augustine Asset Management Jacksonville, Florida	$21.4M	+$4.1K	1	8.28%	Increased
456	Mercer Global Advisors Denver, Colorado	$21.4M	+$997K	3	0.06%	Increased
457	CF Corebridge Financial Houston, Texas	$21.2M	+$19.4M	4	0.12%	New
458	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$21.2M	-$2.12M	1	2.54%	Reduced
459	HCM Hodges Capital Management Dallas, Texas	$21.1M	+$996K	1	1.41%	Increased
460	Orbis Allan Gray Hamilton, Bermuda	$20.9M	-$25M	1	0.13%	Reduced
461	GC GMT Capital Atlanta, Georgia	$20.9M	-$7.14M	1	0.77%	Reduced
462	New York State Teachers Retirement System (NYSTRS) Albany, New York	$20.7M	-$1.74M	4	0.04%	Reduced
463	CM Crestline Management Fort Worth, Texas	$20.7M	-$4.1M	1	1.61%	Reduced
464	CA CapWealth Advisors Franklin, Tennessee	$20.5M	-$283K	1	2.59%	Reduced
465	Evergreen Capital Management Bellevue, Washington	$20.4M	-$1.28M	2	0.74%	Reduced
466	Kestra Advisory Services Austin, Texas	$20.3M	+$1.3M	3	0.11%	Increased
467	Greenleaf Trust Kalamazoo, Michigan	$20.2M	+$338K	3	0.19%	Increased
468	GIM Generate Investment Management Auckland, New Zealand	$20.2M	-$5.9M	1	1.19%	Reduced
469	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$20.2M	+$5.62M	1	3.15%	Increased
470	SSA South Street Advisors New York	$20.1M	-$164K	2	3.05%	Reduced
471	Mackenzie Financial Toronto Ontario, Ontario, Canada	$20.1M	-$718K	6	0.03%	Reduced
472	NewEdge Advisors New Orleans, Louisiana	$19.9M	+$5.21M	5	0.14%	Increased
473	QRG Capital Management Chicago, Illinois	$19.9M	+$346K	4	0.24%	Increased
474	Vident Advisory Alpharetta, Georgia	$19.9M	+$11.6M	7	0.55%	Increased
475	Cubist Systematic Strategies Stamford, Connecticut	$19.9M	+$5.29M	4	0.14%	Increased