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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
501	Bradley Foster & Sargent Hartford, Connecticut	$61.5M	+$36M	2	0.87%	Increased
502	MP Marcho Partners London, United Kingdom	$61.4M	+$7.74M	1	34.92%	Increased
503	OP Asset Management Helsinki,	$61.3M	+$7.74M	2	0.65%	Increased
504	PTC Petrus Trust Company Dallas, Texas	$61M	-$2.56M	1	5.74%	Reduced
505	IQI Integrated Quantitative Investments Bellevue, Washington	$61M	+$11M	3	9.99%	Increased
506	BFS Baskin Financial Services Toronto, Ontario, Canada	$60.6M	-$1.83M	1	4.77%	Reduced
507	AIA Group Hong Kong	$60.3M	-$12.3M	2	0.76%	Reduced
508	UAM UAS Asset Management New York	$60.3M	+$17.8M	1	12.99%	Increased
509	IEQ Capital Foster City, California	$59.2M	-$9.55M	4	0.27%	Reduced
510	HCM Horiko Capital Management New York	$58.4M	+$4.34M	1	10.29%	Increased
511	WFA Wedbush Fund Advisers Pasadena, California	$58.3M	-$1.12M	1	5.18%	Reduced
512	PC Promethos Capital Boston, Massachusetts	$58.2M	+$2M	1	15.81%	Increased
513	United Capital Financial Advisors Irving, Texas	$57.7M	+$2.61M	4	0.32%	Increased
514	GW&K Investment Management Boston, Massachusetts	$57.6M	+$5.41M	1	0.45%	Increased
515	Mawer Investment Management Calgary, Alberta, Canada	$57.5M	-$5.67M	1	0.39%	Reduced
516	Eurizon Capital SGR SpA Milan,	$57.2M	-$6.22M	5	0.15%	Reduced
517	Bailard Foster City, California	$57.1M	-$1.28M	2	1.16%	Reduced
518	Vise Technologies New York	$56.8M	+$9.16M	4	0.64%	Increased
519	Callan Family Office Radnor, Pennsylvania	$56.8M	-$1.52M	4	1.11%	Reduced
520	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$56.6M	-$159K	1	2.92%	Reduced
521	Picton Mahoney Asset Management Toronto, Ontario, Canada	$56.6M	+$71.1K	4	0.42%	Increased
522	Steward Partners Investment Advisory New York	$56.4M	+$4.13M	7	0.29%	Increased
523	Harvest Fund Management Beijing, China	$56.3M	+$17.9M	4	1.87%	Increased
524	Robeco Schweiz Zurich, Switzerland	$55.7M	+$9.2M	1	0.89%	Increased
525	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$55.7M	+$136K	1	10.75%	Increased