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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	Castleark Management Chicago, Illinois	$15.8M	+$1.85M	4	0.65%	Increased
527	SCGE Management Menlo Park, California	$15.8M	$0	1	0.31%	Maintained
528	CAPTRUST Financial Advisors Raleigh, North Carolina	$15.7M	+$3.68M	3	0.05%	Increased
529	FRA Frank Rimerman Advisors Palo Alto, California	$15.6M	+$13.2M	1	1.11%	Increased
530	Ritholtz Wealth Management New York	$15.6M	-$84.3K	4	0.51%	Reduced
531	Ceredex Value Advisors Orlando, Florida	$15.6M	+$1.4M	1	0.29%	Increased
532	Tokio Marine Asset Management Tokyo, Japan	$15.5M	-$501K	1	0.74%	Reduced
533	CUAMC China Universal Asset Management Company Shanghai, China	$15.5M	+$2.62M	1	2.18%	Increased
534	Antipodes Partners Royal Exchange, Australia	$15.4M	+$13.5M	1	0.56%	New
535	Douglass Winthrop Advisors New York	$15.4M	-$73K	1	0.32%	Reduced
536	Tocqueville Asset Management New York	$15.3M	-$805K	2	0.25%	Reduced
537	AC AMS Capital Sao Paulo, Brazil	$15.3M	+$13.3M	1	3.19%	New
538	Davenport & Co Richmond, Virginia	$15.1M	-$49.9K	1	0.09%	Reduced
539	Exencial Wealth Advisors Oklahoma City, Oklahoma	$15.1M	-$868K	1	0.57%	Reduced
540	Capital International Sarl Los Angeles, California	$15M	+$2.17M	1	0.46%	Increased
541	Dodge & Cox San Francisco, California	$15M	$0	1	0.01%	Maintained
542	BCH Berkshire Capital Holdings San Jose, California	$14.9M	+$13M	1	6.03%	Increased
543	OFA Oak Family Advisors Chicago, Illinois	$14.9M	-$1.66M	1	5.11%	Reduced
544	TF Trek Financial Scottsdale, Arizona	$14.9M	+$5.51M	1	1.18%	Increased
545	State of Tennessee, Department of Treasury Nashville, Tennessee	$14.8M	-$1.43M	5	0.05%	Reduced
546	Nissay Asset Management Tokyo, Japan	$14.8M	+$3.32M	2	0.1%	Increased
547	Y-Intercept (HK) Hong Kong	$14.7M	+$10.3M	5	0.81%	Increased
548	FLII First Long Island Investors Jericho, New York	$14.7M	+$3.19M	1	1.25%	Increased
549	MFWM Motley Fool Wealth Management Alexandria, Virginia	$14.7M	-$6.4M	1	0.75%	Reduced
550	HCM Hilton Capital Management Garden City, New York	$14.7M	-$4.78M	1	1.24%	Reduced