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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	PE Point72 Europe London, United Kingdom	$20.7M	+$9.57M	1	1.41%	Increased
477	Oppenheimer & Co New York	$20.5M	+$346K	2	0.31%	Increased
478	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$20.5M	-$13.4M	1	5.05%	Reduced
479	Mercer Global Advisors Denver, Colorado	$20.3M	-$402K	4	0.05%	Reduced
480	FLII First Long Island Investors Jericho, New York	$20.1M	+$2.83M	1	1.65%	Increased
481	TAM Telemark Asset Management Boston, Massachusetts	$19.9M	-$5.83M	1	2.61%	Reduced
482	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$19.6M	+$534K	1	0.24%	Increased
483	QRG Capital Management Chicago, Illinois	$19.5M	-$412K	3	0.2%	Reduced
484	Kestra Advisory Services Austin, Texas	$19.5M	-$464K	3	0.09%	Reduced
485	Groupama Asset Management Paris, France	$19.4M	+$7.32M	2	0.39%	Increased
486	Segall Bryant & Hamill Chicago, Illinois	$19.4M	-$13.8M	3	0.3%	Reduced
487	NCM Noesis Capital Mangement Boca Raton, Florida	$19.4M	+$84.3K	1	3.85%	Increased
488	TD Waterhouse Canada Toronto, Ontario, Canada	$19.4M	+$18.9K	4	0.16%	Increased
489	Diversify Advisory Services Sandy, Utah	$19.3M	+$6.92M	1	1.21%	Increased
490	TC TwinBeech Capital Purchase, New York	$19.2M	+$25.1M	2	0.35%	Increased
491	Choate Investment Advisors Boston, Massachusetts	$18.8M	+$1.93M	1	0.47%	Increased
492	Quantinno Capital Management New York	$18.7M	+$7.16M	5	0.12%	Increased
493	CA CapWealth Advisors Franklin, Tennessee	$18.6M	+$303K	1	2.02%	Increased
494	CWM Cabot Wealth Management Salem, Massachusetts	$18.6M	-$1.39M	1	2.37%	Reduced
495	TFS Thoroughbred Financial Services Brentwood, Tennessee	$18.6M	+$883K	1	1.16%	Increased
496	FI Firetrail Investments Sydney, NSW, Australia	$18.5M	+$743K	1	5.38%	Increased
497	RBCM Raub Brock Capital Management Larkspur, California	$18.4M	-$2.57M	1	4.12%	Reduced
498	GCM Glynn Capital Management Menlo Park, California	$18.4M	-$115K	1	4.84%	Reduced
499	ARAM Ardmore Road Asset Management New York	$18.3M	-$5.83M	1	1.87%	Reduced
500	Davidson Kempner Capital Management New York	$18.1M	+$21.3M	2	0.25%	New