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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
551	Munro Partners Melbourne, Australia	$51.6M	+$38.6M	1	1.14%	New
552	PL Parkwood LLC Cleveland, Ohio	$51.5M	-$4.07M	1	3.69%	Reduced
553	JGUA John G. Ullman & Associates Corning, New York	$51.5M	-$5.24M	1	6.25%	Reduced
554	71 West Capital Partners Boston, Massachusetts	$51.5M	+$175K	1	1.78%	Increased
555	Panagora Asset Management Boston, Massachusetts	$51.4M	+$21.6M	2	0.16%	Increased
556	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$51.4M	+$1.15M	1	1.24%	Increased
557	BCM Benchstone Capital Management New York	$51.2M	-$20.8M	2	6.18%	Reduced
558	BCH Berkshire Capital Holdings San Jose, California	$51.2M	+$1.01M	3	11.07%	Increased
559	BCM Bornite Capital Management New York	$51.1M	-$40.4M	1	6.43%	Reduced
560	Nissay Asset Management Tokyo, Japan	$50.9M	+$17.3M	1	0.22%	Increased
561	NewEdge Wealth Pittsburgh, Pennsylvania	$50.9M	+$1.05M	4	0.51%	Increased
562	Kennedy Capital Management St Louis, Missouri	$50.6M	-$14.2M	2	0.9%	Reduced
563	SRFM Shannon River Fund Management New York	$50.5M	+$37.5M	2	4.5%	New
564	WP Wedgewood Partners St Louis, Missouri	$50.4M	-$9.68M	1	10.4%	Reduced
565	Edmond de Rothschild Holding Chambesy, Switzerland	$50.4M	-$1.67M	1	0.66%	Reduced
566	Marex Group London,	$49.6M	+$2.96M	6	0.21%	Increased
567	Holocene Advisors New York	$49.5M	-$209M	2	0.11%	Reduced
568	Advisory Services Network Atlanta, Georgia	$49.4M	+$921K	5	0.56%	Increased
569	Vanguard Asset Management London, Ec4n 8af,	$49.3M	+$2.88M	5	0.03%	Increased
570	Fifth Third Bancorp Cincinnati, Ohio	$48.9M	+$5.58M	7	0.08%	Increased
571	Independent Financial Group San Diego, California	$48.4M	+$4.89M	3	0.91%	Increased
572	Lone Pine Capital Greenwich, Connecticut	$48.4M	-$523M	1	0.3%	Reduced
573	Stephens Inc Little Rock, Arkansas	$48.3M	+$2.06M	4	0.54%	Increased
574	SAM Scopus Asset Management New York	$48.2M	-$17.6M	1	0.68%	Reduced
575	TCOV Trust Company of Vermont Brattleboro, Vermont	$48M	+$40.8M	1	1.79%	New