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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	PC Pier Capital Stamford, Connecticut	$17.9M	-$5.49M	2	2.67%	Reduced
502	Erste Asset Management Vienna, Austria	$17.8M	+$8.47M	1	0.24%	Increased
503	State Board of Administration of Florida Retirement System Tallahassee, Florida	$17.8M	+$7.13M	4	0.04%	Increased
504	Jump Financial Chicago, Illinois	$17.7M	+$11.6M	5	0.35%	Increased
505	WPW Warther Private Wealth Akron, Ohio	$17.6M	-$604K	1	6.9%	Reduced
506	NIP Nicholas Investment Partners Rancho Santa Fe, California	$17.5M	+$3.91M	2	1.81%	Increased
507	GIPM G2 Investment Partners Management New York	$17.5M	-$4.71M	1	4.53%	Reduced
508	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$17.5M	+$15.2M	1	4.06%	New
509	GH GAM Holding Zurich, Switzerland	$17.3M	+$11.4M	1	1.32%	Increased
510	PGAM Princeton Global Asset Management Princeton, New Jersey	$17.2M	+$679K	1	3.8%	Increased
511	NAAA New Age Alpha Advisors Rye, New York	$17.2M	+$4.22M	1	9.37%	Increased
512	MAMHA MY.Alpha Management HK Advisors Hong Kong	$17.2M	+$14.7M	2	6.46%	New
513	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$17.1M	+$349K	2	2.87%	Increased
514	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$17M	+$12.2M	1	1.58%	Increased
515	FI Firetrail Investments Sydney, NSW, Australia	$17M	+$14.8M	1	5.14%	New
516	Sustainable Growth Advisers Stamford, Connecticut	$16.9M	+$11.2M	1	0.07%	Increased
517	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$16.8M	-$1.08M	1	0.68%	Reduced
518	PC Promethos Capital Boston, Massachusetts	$16.7M	+$18.4M	1	6.32%	New
519	JB Capital Wethersfield, Connecticut	$16.7M	-$13.7K	1	1.04%	Reduced
520	TC Tenere Capital New York	$16.5M	-$6.45M	1	4.89%	Reduced
521	SIA SeaBridge Investment Advisors Summit, New Jersey	$16.4M	-$428K	1	4.26%	Reduced
522	AR Advisory Research Chicago, Illinois	$16.2M	+$4.03M	1	3.05%	Increased
523	Everett Harris & Co Los Angeles, California	$16.1M	+$27.3K	1	0.21%	Increased
524	Parallax Volatility Advisers San Francisco, California	$16M	-$12.8M	1	0.03%	Reduced
525	Kennedy Capital Management St Louis, Missouri	$16M	-$625K	3	0.34%	Reduced