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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	PC Port Capital Chicago, Illinois	$23.6M	-$3.8M	1	1.07%	Reduced
452	PL Parkwood LLC Cleveland, Ohio	$23.5M	+$27.5M	1	2.17%	New
453	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$23.5M	$0	1	1.27%	Maintained
454	JCM Janney Capital Management Pittsburgh, Pennsylvania	$23.4M	-$4.41M	1	1.61%	Reduced
455	BL BWCP LP Dallas, Texas	$23.3M	+$8.88M	1	4.73%	Increased
456	Capula Management Grand Cayman, Cayman Islands	$23.2M	+$4.55M	2	0.13%	Increased
457	JGUA John G. Ullman & Associates Corning, New York	$23.1M	-$29.7K	1	3.56%	Reduced
458	Lockheed Martin Investment Management Bethesda, Maryland	$22.9M	+$8.03M	1	0.93%	Increased
459	Lansforsakringar Fondforvaltning Stockholm, Sweden	$22.8M	+$558K	1	0.14%	Increased
460	Silvercrest Asset Management New York	$22.6M	+$412K	2	0.16%	Increased
461	Nissay Asset Management Tokyo, Japan	$22.5M	+$10.7M	3	0.15%	Increased
462	Antipodes Partners Royal Exchange, Australia	$22.1M	+$5.69M	1	0.69%	Increased
463	Sapient Capital Indianapolis, Indiana	$22M	+$23.5M	1	0.43%	Increased
464	Westwood Holdings Group Dallas, Texas	$22M	-$35.6M	2	0.17%	Reduced
465	MM Monolith Management Hong Kong	$21.9M	+$15.1M	1	14.62%	Increased
466	WPW Warther Private Wealth Akron, Ohio	$21.6M	+$9.83M	1	7.1%	Increased
467	AIM Allen Investment Management New York	$21.5M	+$7.22M	1	0.25%	Increased
468	Storebrand Asset Management Lysaker, Norway	$21.5M	+$24.6M	1	0.07%	Increased
469	LOM LTS One Management New York	$21.4M	+$2.23M	1	6.4%	Increased
470	ABN AMRO Bank Amsterdam, Netherlands	$21.1M	-$4.54M	1	0.29%	Reduced
471	UIA UG Investment Advisers Taipei, Taiwan	$21.1M	+$26.3M	1	5.77%	New
472	Panagora Asset Management Boston, Massachusetts	$20.8M	+$28.9M	1	0.1%	New
473	CP CenterBook Partners Greenwich, Connecticut	$20.8M	+$163K	2	1.32%	Increased
474	Focus Partners Wealth Boston, Massachusetts	$20.7M	+$2.5M	5	0.05%	Increased
475	London & Capital Asset Management London, United Kingdom	$20.7M	-$4.2M	1	1.77%	Reduced