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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	CA CapWealth Advisors Franklin, Tennessee	$30.4M	-$748K	1	2.09%	Reduced
502	Dodge & Cox San Francisco, California	$30.1M	$0	1	0.02%	Maintained
503	MC MIG Capital Newport Beach, California	$29.9M	+$23M	1	4.34%	Increased
504	Private Advisor Group Morristown, New Jersey	$29.8M	-$3.17M	1	0.15%	Reduced
505	UI Untitled Investments New York	$29.5M	-$1.11M	1	7.97%	Reduced
506	GL Governors Lane New York	$29.4M	+$1.89M	1	2.25%	Increased
507	AR Advisory Research Chicago, Illinois	$29.3M	+$2.05M	1	3.85%	Increased
508	&Partners Nashville, Tennessee	$29.1M	+$3.13M	3	0.19%	Increased
509	NGA Naples Global Advisors Naples, Florida	$28.4M	-$267K	1	2.21%	Reduced
510	Cubist Systematic Strategies Stamford, Connecticut	$28.4M	-$84.8M	4	0.14%	Reduced
511	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$28.2M	+$23.4M	1	15.07%	New
512	Polar Asset Management Partners Toronto, Ontario, Canada	$28.2M	+$673K	2	0.32%	Increased
513	SI Sava Infond Maribor, Slovenia	$28.1M	+$31.8K	1	3.98%	Increased
514	BCM Bornite Capital Management New York	$27.9M	+$24.5M	1	2.59%	New
515	CLC Charles-Lim Capital Central, Hong Kong	$27.9M	-$24.5M	1	7.12%	Reduced
516	RBCM Raub Brock Capital Management Larkspur, California	$27.9M	-$1.62M	1	6%	Reduced
517	FI Firetrail Investments Sydney, NSW, Australia	$27.9M	-$1.9M	1	6.98%	Reduced
518	PGAM Princeton Global Asset Management Princeton, New Jersey	$27.8M	-$191K	2	4.62%	Reduced
519	Ethic Inc New York	$27.7M	+$2.16M	3	0.46%	Increased
520	TimesSquare Capital Management New York	$27.7M	+$10.2M	1	0.4%	Increased
521	NW Naviter Wealth Little Rock, Arkansas	$27.6M	+$1.14M	1	3.21%	Increased
522	JB Capital Wethersfield, Connecticut	$27.5M	+$473K	1	1.19%	Increased
523	Daiwa Securities Group Tokyo, Japan	$27.3M	+$10.1M	3	0.09%	Increased
524	Impax Asset Management Group London, United Kingdom	$27.3M	+$8.1M	2	0.16%	Increased
525	BCM Benchstone Capital Management New York	$27.3M	-$37.8M	1	3.72%	Reduced