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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	Soros Fund Management New York	$28.4M	+$23.2M	1	0.36%	New
452	Greenleaf Trust Kalamazoo, Michigan	$28.3M	+$4.23M	2	0.25%	Increased
453	Westwood Holdings Group Dallas, Texas	$28.2M	-$1.36M	2	0.2%	Reduced
454	MCM Makena Capital Management Menlo Park, California	$28M	+$22.9M	1	2.8%	New
455	Twin Tree Management Dallas, Texas	$27.9M	+$12.8M	3	0.05%	Increased
456	PE Point72 Europe London, United Kingdom	$27.7M	-$408K	1	1.07%	Reduced
457	Vanguard Personalized Indexing Management Oakland, California	$27.6M	+$4.31M	6	0.31%	Increased
458	SCM Scopia Capital Management New York	$27.5M	+$22.5M	1	3.36%	New
459	LCI L1 Capital International Sydney NSW 2000, Australia	$27.4M	+$1.43M	1	6.73%	Increased
460	Emerald Advisers Leola, Pennsylvania	$27.4M	+$14.4M	2	1%	Increased
461	Hotchkis & Wiley Capital Management Los Angeles, California	$27.4M	+$13.8M	2	0.09%	Increased
462	JPG Jordan Park Group San Francisco, California	$27.3M	+$5.75M	1	1.77%	Increased
463	TAM Telemark Asset Management Boston, Massachusetts	$27.2M	$0	1	2.47%	Maintained
464	Private Advisor Group Morristown, New Jersey	$27.1M	+$6.65M	1	0.15%	Increased
465	GCM Glynn Capital Management Menlo Park, California	$27.1M	+$1.66M	1	6.1%	Increased
466	FC Franchise Capital Grand Cayman, Cayman Islands	$27.1M	+$4.67M	1	14.12%	Increased
467	Calamos Advisors Naperville, Illinois	$26.9M	-$11.2M	1	0.11%	Reduced
468	Choate Investment Advisors Boston, Massachusetts	$26.8M	+$945K	1	0.58%	Increased
469	KBC Group Brussels, Belgium	$26.8M	+$2.95M	5	0.07%	Increased
470	FLII First Long Island Investors Jericho, New York	$26.8M	-$461K	1	2.1%	Reduced
471	Storebrand Asset Management Lysaker, Norway	$26.8M	-$2.11M	1	0.08%	Reduced
472	QRG Capital Management Chicago, Illinois	$26.7M	+$223K	4	0.23%	Increased
473	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$26.6M	+$11.3M	1	0.66%	Increased
474	Leonteq Securities AG Zurich, Switzerland	$26.1M	-$11.4M	4	1.01%	Reduced
475	NCM Noesis Capital Mangement Boca Raton, Florida	$26.1M	-$260K	1	4.53%	Reduced