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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	Advisory Services Network Atlanta, Georgia	$26.9M	+$1.16M	6	0.39%	Increased
527	Natixis Paris, France	$26.9M	-$15.9M	2	0.12%	Reduced
528	William Blair & Company Chicago, Illinois	$26.8M	-$282K	1	0.07%	Reduced
529	BL BWCP LP Dallas, Texas	$26.8M	-$25.2K	1	4.64%	Reduced
530	Bank of Nova Scotia Toronto, Ontario, Canada	$26.7M	-$12.5M	2	0.05%	Reduced
531	Jain Global New York	$26.6M	+$19.7M	3	0.13%	Increased
532	AAM Augustine Asset Management Jacksonville, Florida	$26.4M	-$320K	1	5.3%	Reduced
533	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$26.2M	$0	1	1.27%	Maintained
534	TFS Thoroughbred Financial Services Brentwood, Tennessee	$26M	+$2.44M	1	1.6%	Increased
535	MCM Makena Capital Management Menlo Park, California	$26M	-$7.49M	1	2.68%	Reduced
536	NewEdge Wealth Pittsburgh, Pennsylvania	$25.9M	+$2.95M	3	0.37%	Increased
537	MIC Meridian Investment Counsel Lafayette, California	$25.8M	-$416K	1	6.37%	Reduced
538	Jump Financial Chicago, Illinois	$25.7M	-$23.6M	3	0.31%	Reduced
539	Glenmede Investment Management Philadelphia, Pennsylvania	$25.6M	-$5.42M	3	0.12%	Reduced
540	CP CenterBook Partners Greenwich, Connecticut	$25.6M	+$698K	1	1.27%	Increased
541	ERP Eldred Rock Partners San Antonio, Texas	$25.5M	+$1.13M	1	6.36%	Increased
542	Stephens Inc Little Rock, Arkansas	$25.4M	-$264K	2	0.32%	Reduced
543	CWM Cabot Wealth Management Salem, Massachusetts	$25.3M	-$5M	1	2.81%	Reduced
544	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$25.3M	+$2.96M	1	0.28%	Increased
545	PI Point72 Italy Milan, Italy	$25.2M	+$8.02M	1	18.73%	Increased
546	LOM LTS One Management New York	$25.1M	-$6.11M	1	8.95%	Reduced
547	Farmers & Merchants Investments Inc Lincoln, Nebraska	$25.1M	-$2.93M	5	0.71%	Reduced
548	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$25M	-$1.17M	2	3.15%	Reduced
549	Leonteq Securities AG Zurich, Switzerland	$24.9M	-$6.43M	4	0.75%	Reduced
550	QPBE Quintet Private Bank (Europe) Luxembourg	$24.8M	-$706K	1	1.39%	Reduced