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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	Capstone Investment Advisors New York	$18.1M	+$20.2M	1	0.05%	Increased
502	Dodge & Cox San Francisco, California	$17.8M	$0	1	0.01%	Maintained
503	HRT Financial New York	$17.5M	+$20.8M	4	0.11%	Increased
504	NGA Naples Global Advisors Naples, Florida	$17.3M	-$428K	1	1.64%	Reduced
505	KBC Group Brussels, Belgium	$17.3M	+$3.9M	5	0.05%	Increased
506	Vanguard Personalized Indexing Management Oakland, California	$17.2M	+$1.02M	6	0.25%	Increased
507	MCP Meridiem Capital Partners Dallas, Texas	$17.2M	-$7.31M	1	1.79%	Reduced
508	LMR Partners London, United Kingdom	$17.2M	+$18.7M	1	0.16%	Increased
509	PGAM Princeton Global Asset Management Princeton, New Jersey	$17.1M	-$135K	1	3.4%	Reduced
510	Jones Financial Companies Des Peres, Missouri	$17.1M	+$8.45M	6	0.02%	Increased
511	CCLA Investment Management London, United Kingdom	$17.1M	-$10.2M	1	0.3%	Reduced
512	PC Promethos Capital Boston, Massachusetts	$17M	+$1.52M	1	6.25%	Increased
513	Stephens Inc Little Rock, Arkansas	$17M	-$2.03M	2	0.25%	Reduced
514	Greenleaf Trust Kalamazoo, Michigan	$17M	-$2.3M	2	0.15%	Reduced
515	VHMC Value Holdings Management Company Hampton Bays, New York	$16.9M	$0	1	3.17%	Maintained
516	DF DNCA Finance Paris, France	$16.9M	-$12.1M	1	1.4%	Reduced
517	SCA Southpoint Capital Advisors New York	$16.6M	-$102M	1	0.4%	Reduced
518	Tokio Marine Asset Management Tokyo, Japan	$16.5M	+$836K	1	0.6%	Increased
519	Artemis Investment Management Edinburgh, United Kingdom	$16.4M	-$9.78M	1	0.25%	Reduced
520	SummitTX Capital Fort Worth, Texas	$16.4M	+$19.2M	2	0.71%	New
521	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$16.4M	+$661K	2	2.39%	Increased
522	NW Naviter Wealth Little Rock, Arkansas	$16.3M	+$332K	1	1.97%	Increased
523	Prudential Financial Newark, New Jersey	$16.2M	-$53.4M	5	0.02%	Reduced
524	SPC Stony Point Capital New York	$16.1M	+$18.9M	1	1.66%	New
525	SI Sava Infond Maribor, Slovenia	$16.1M	-$1.19M	1	3.07%	Reduced