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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
526	TPC Twin Peaks Capital Hong Kong,	$55.7M	-$3.9M	1	27.41%	Reduced
527	SCA Snowden Capital Advisors New York	$55.6M	-$1.55M	2	1.31%	Reduced
528	Lockheed Martin Investment Management Bethesda, Maryland	$55.5M	-$48M	1	2.2%	Reduced
529	UOIF University of Illinois Foundation Champaign, Illinois	$55.5M	$0	1	9.91%	Maintained
530	F.L. Putnam Investment Management Lynnfield, Massachusetts	$54.9M	+$11.6M	2	0.65%	Increased
531	CCM Cantillon Capital Management New York	$54.8M	-$965M	1	8.24%	Reduced
532	IEFM IQ EQ Fund Management Dublin 2, Ireland	$54.8M	-$3.01M	1	3.49%	Reduced
533	NCM Noesis Capital Mangement Boca Raton, Florida	$54.7M	-$343K	1	6.58%	Reduced
534	NW Naviter Wealth Little Rock, Arkansas	$54.6M	+$9.33M	2	4.96%	Increased
535	Clear Street New York	$54.3M	+$20.4M	3	0.14%	Increased
536	Greenleaf Trust Kalamazoo, Michigan	$54.1M	-$1.66M	4	0.52%	Reduced
537	Granahan Investment Management Waltham, Massachusetts	$53.6M	-$16.2M	1	1.91%	Reduced
538	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$53.6M	+$45.4M	1	2.2%	New
539	Capstone Investment Advisors New York	$53.5M	+$25.6M	4	0.1%	Increased
540	AAM Aureus Asset Management Boston, Massachusetts	$53.5M	-$4.04M	2	3.25%	Reduced
541	HP Harvey Partners Tarrytown, New York	$53.4M	-$33.4M	1	3.66%	Reduced
542	Mutual of America Capital Management New York	$53.4M	+$15.1M	5	0.52%	Increased
543	DPC Dream Peak Capital Hong Kong,	$53M	+$45.1M	1	5.24%	New
544	Leonteq Securities AG Zurich, Switzerland	$52.4M	-$14.7M	3	1.8%	Reduced
545	TCM Thames Capital Management Roseland, New Jersey	$52.1M	+$12.7M	2	4.28%	Increased
546	ABN AMRO Bank Amsterdam, Netherlands	$52M	-$7.51M	1	0.67%	Reduced
547	Teacher Retirement System of Texas Austin, Texas	$51.9M	+$117K	6	0.14%	Increased
548	Zevenbergen Capital Investments Edmonds, Washington	$51.9M	+$16.7M	1	1.19%	Increased
549	KAS Kemnay Advisory Services New York	$51.7M	+$804K	3	6.53%	Increased
550	Private Advisor Group Morristown, New Jersey	$51.7M	-$1.44M	3	0.24%	Reduced