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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	CIM Cambria Investment Management Manhattan Beach, California	$7.92M	-$222K	1	0.66%	Reduced
502	GAM GuardCap Asset Management London, United Kingdom	$7.88M	$0	1	0.11%	Maintained
503	Crake Asset Management London, United Kingdom	$7.77M	+$7.17M	1	1.05%	New
504	Chartwell Investment Partners Berywn, Pennsylvania	$7.65M	+$1.63M	1	0.28%	Increased
505	KBC Group Brussels, Belgium	$7.62M	-$61.5K	5	0.03%	Reduced
506	VF Virtu Financial New York	$7.59M	+$6.58M	2	0.58%	Increased
507	M Murchinson Toronto, Ontario, Canada	$7.57M	+$6.98M	1	0.96%	New
508	Nicholas Company Milwaukee, Wisconsin	$7.55M	-$1.61M	1	0.14%	Reduced
509	Parallax Volatility Advisers San Francisco, California	$7.5M	+$6.91M	1	0.02%	Increased
510	Advisor Partners II Walnut Creek, California	$7.5M	-$138K	3	0.35%	Reduced
511	QI Qtron Investments Boston, Massachusetts	$7.48M	-$49.9K	1	1.42%	Reduced
512	OFA Oak Family Advisors Chicago, Illinois	$7.47M	-$533K	1	3.54%	Reduced
513	SSCM Summit Street Capital Management New York	$7.45M	$0	1	3.51%	Maintained
514	Capital International Sarl Los Angeles, California	$7.43M	-$49.9K	1	0.33%	Reduced
515	FTDI First Trust Direct Indexing Boston, Massachusetts	$7.42M	-$4.25M	3	0.83%	Reduced
516	BCC Biglari Capital Corp San Antonio, Texas	$7.39M	$0	1	0.98%	Maintained
517	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$7.36M	-$737K	2	0.27%	Reduced
518	Employees Retirement System of Texas Austin, Texas	$7.36M	+$1.23M	2	0.1%	Increased
519	TC Tenere Capital New York	$7.27M	$0	1	3.57%	Maintained
520	Armistice Capital New York	$7.27M	-$1.86M	1	0.11%	Reduced
521	JB Capital Wethersfield, Connecticut	$7.24M	+$183K	1	0.61%	Increased
522	CAM ClariVest Asset Management San Diego, California	$7.21M	+$5.62M	4	0.36%	Increased
523	Erste Asset Management Vienna, Austria	$7.07M	-$223K	1	0.12%	Reduced
524	AWA Artemis Wealth Advisors New York	$7.06M	+$6.51M	1	1.29%	New
525	TFS Thoroughbred Financial Services Brentwood, Tennessee	$7.03M	-$249K	1	0.92%	Reduced