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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
476	KC Kadensa Capital Central, Hong Kong	$68.1M	-$5.97M	1	14.53%	Reduced
477	NONA Ninety One North America New York	$67.7M	-$33.1M	2	3.17%	Reduced
478	Generation Investment Management London, United Kingdom	$67.7M	+$1.1M	1	0.66%	Increased
479	LWM Long Walk Management Greenwich, Connecticut	$67.5M	+$57.3M	1	15.3%	New
480	DCM Divisar Capital Management San Francisco, California	$67.4M	-$35.7M	2	15.54%	Reduced
481	Atria Investments Charlotte, North Carolina	$67.4M	+$2.62M	5	0.68%	Increased
482	Ferguson Wellman Capital Management Portland, Oregon	$67M	+$161K	1	0.82%	Increased
483	SEP Soma Equity Partners San Francisco, California	$66.8M	-$4.66M	1	4.65%	Reduced
484	PIM Provident Investment Management Novi, Michigan	$66.7M	-$3.44M	1	6.48%	Reduced
485	Bridgewater Associates Westport, Connecticut	$66.7M	-$634M	5	0.27%	Reduced
486	Oppenheimer & Co New York	$66.4M	+$3.54M	4	0.71%	Increased
487	Lansforsakringar Fondforvaltning Stockholm, Sweden	$66.3M	+$6.75M	1	0.3%	Increased
488	OHIF Oriental Harbor Investment Fund Hong Kong	$65.6M	-$29.4M	1	3.97%	Reduced
489	Moran Wealth Management Naples, Florida	$65.2M	-$10.5M	3	1.78%	Reduced
490	Algert Global San Francisco, California	$64.8M	+$13.6M	3	0.77%	Increased
491	Choate Investment Advisors Boston, Massachusetts	$64.6M	+$744K	1	1.14%	Increased
492	CLC Charles-Lim Capital Central, Hong Kong	$64.5M	-$16.2M	1	20.19%	Reduced
493	Grimes & Company Westborough, Massachusetts	$64.4M	+$581K	1	1.39%	Increased
494	State of Michigan Retirement System Lansing, Michigan	$62.9M	-$6.06M	3	0.28%	Reduced
495	ARAM Ardmore Road Asset Management New York	$62.5M	-$7.97M	2	3.67%	Reduced
496	QRG Capital Management Chicago, Illinois	$62.3M	+$8.17M	4	0.51%	Increased
497	SIG Brokerage New York	$62.1M	+$47M	1	1.21%	Increased
498	JPG Jordan Park Group San Francisco, California	$62.1M	$0	1	3.15%	Maintained
499	LPPL Loftus Peak Pty Ltd Sydney, Australia	$61.6M	+$52.4M	1	8.39%	New
500	Prudential Financial Newark, New Jersey	$61.6M	+$13.5M	4	0.07%	Increased