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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	UIA UG Investment Advisers Taipei, Taiwan	$23.3M	-$1.04M	1	4.45%	Reduced
502	NGA Naples Global Advisors Naples, Florida	$23.3M	-$259K	1	2%	Reduced
503	Panagora Asset Management Boston, Massachusetts	$23.2M	+$6.22M	1	0.1%	Increased
504	Farmers & Merchants Investments Inc Lincoln, Nebraska	$23.1M	+$1M	5	0.67%	Increased
505	Adage Capital Partners Boston, Massachusetts	$23M	+$18.5M	2	0.04%	Increased
506	Nishkama Capital LLC Dorado, Puerto Rico	$23M	+$13.7M	1	0.84%	Increased
507	Quantbot Technologies New York	$22.9M	+$6.92M	4	0.59%	Increased
508	Groupama Asset Management Paris, France	$22.8M	-$3.23M	2	0.38%	Reduced
509	SI Sava Infond Maribor, Slovenia	$22.7M	+$653K	1	3.55%	Increased
510	PGAM Princeton Global Asset Management Princeton, New Jersey	$22.7M	-$536K	2	4.12%	Reduced
511	FFM FengHe Fund Management Singapore	$22.7M	-$8.8M	1	3.72%	Reduced
512	LMR Partners London, United Kingdom	$22.6M	-$650K	1	0.16%	Reduced
513	KI Kapitalo Investimentos Sao Paulo, Brazil	$22.3M	-$17.8M	1	4.84%	Reduced
514	DSAM Dock Street Asset Management Palm Beach, Florida	$22.3M	+$18.3M	1	2.1%	New
515	GL Governors Lane New York	$22.1M	-$13.3M	1	2%	Reduced
516	Advisory Services Network Atlanta, Georgia	$22.1M	+$2.95M	1	0.36%	Increased
517	William Blair & Company Chicago, Illinois	$22M	+$591K	1	0.06%	Increased
518	PHK Point72 Hong Kong Hong Kong	$22M	+$20.3M	3	1.43%	Increased
519	AR Advisory Research Chicago, Illinois	$21.9M	+$2.36M	1	3.36%	Increased
520	JB Capital Wethersfield, Connecticut	$21.8M	+$247K	1	1.06%	Increased
521	CAPTRUST Financial Advisors Raleigh, North Carolina	$21.8M	+$1.08M	3	0.05%	Increased
522	BL BWCP LP Dallas, Texas	$21.7M	-$8.26M	1	3.55%	Reduced
523	AAM Augustine Asset Management Jacksonville, Florida	$21.7M	+$140K	1	5.8%	Increased
524	Engineers Gate Manager New York	$21.7M	+$8.45M	4	0.27%	Increased
525	PD Point72 (DIFC) Dubai, United Arab Emirates	$21.4M	+$6.48M	3	0.81%	Increased