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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	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$19M	-$2.19M	1	2.17%	Reduced
477	TD Waterhouse Canada Toronto, Ontario, Canada	$19M	+$102K	4	0.15%	Increased
478	Exencial Wealth Advisors Oklahoma City, Oklahoma	$18.9M	+$3.75M	1	0.68%	Increased
479	NAAA New Age Alpha Advisors Rye, New York	$18.9M	+$1.7M	1	11.15%	Increased
480	Stephens Inc Little Rock, Arkansas	$18.8M	+$180K	3	0.27%	Increased
481	NGA Naples Global Advisors Naples, Florida	$18.8M	-$202K	1	1.75%	Reduced
482	CP CenterBook Partners Greenwich, Connecticut	$18.7M	+$18.3M	2	1.15%	New
483	Dodge & Cox San Francisco, California	$18.7M	+$3.58M	1	0.01%	Increased
484	LOM LTS One Management New York	$18.7M	+$18.3M	1	5.4%	New
485	New York State Teachers Retirement System (NYSTRS) Albany, New York	$18.7M	-$684K	4	0.04%	Reduced
486	HAM Harber Asset Management Asheville, North Carolina	$18.6M	-$6.97M	1	5.57%	Reduced
487	SSA South Street Advisors New York	$18.6M	-$447K	2	2.82%	Reduced
488	Vanguard Personalized Indexing Management Oakland, California	$18.6M	+$1.24M	6	0.3%	Increased
489	FLII First Long Island Investors Jericho, New York	$18.4M	+$3.61M	1	1.45%	Increased
490	CF Corebridge Financial Houston, Texas	$18.4M	-$730K	4	0.1%	Reduced
491	TFS Thoroughbred Financial Services Brentwood, Tennessee	$18.3M	+$175K	1	1.18%	Increased
492	SCM Soros Capital Management New York	$18.3M	-$5.33M	1	4.4%	Reduced
493	MIC Meridian Investment Counsel Lafayette, California	$18.2M	-$368K	1	5.49%	Reduced
494	California Public Employees Retirement System Sacramento, California	$18.2M	-$496K	1	0.01%	Reduced
495	Erste Asset Management Vienna, Austria	$18.1M	+$93.7K	1	0.22%	Increased
496	Polar Asset Management Partners Toronto, Ontario, Canada	$18.1M	-$4.09M	3	0.38%	Reduced
497	MAM Mirabaud Asset Management London, United Kingdom	$18M	+$55.9M	1	7.42%	Increased
498	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$18M	+$985K	1	1.6%	Increased
499	Chartwell Investment Partners Berywn, Pennsylvania	$17.9M	+$5.86M	3	0.61%	Increased
500	BL BWCP LP Dallas, Texas	$17.9M	-$6.22M	1	3.97%	Reduced