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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	UI Untitled Investments New York	$14.6M	+$17.1M	1	4.15%	New
552	NMC Nine Masts Capital Central, Hong Kong	$14.6M	+$5.15M	1	9.71%	Increased
553	Everett Harris & Co Los Angeles, California	$14.6M	-$29.7K	1	0.19%	Reduced
554	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$14.6M	-$8.95M	3	0.03%	Reduced
555	Exencial Wealth Advisors Oklahoma City, Oklahoma	$14.6M	+$230K	1	0.54%	Increased
556	Woodline Partners San Francisco, California	$14.5M	+$16.8M	1	0.09%	Increased
557	Atria Wealth Solutions New York	$14.4M	+$3.49M	1	0.17%	Increased
558	ERP Eldred Rock Partners San Antonio, Texas	$14.3M	-$2.99M	1	4.38%	Reduced
559	Pacer Advisors Malvern, Pennsylvania	$14.3M	-$117M	5	0.03%	Reduced
560	Stonegate Investment Group Birmingham, Alabama	$14.2M	+$253K	1	0.38%	Increased
561	Impax Asset Management Group London, United Kingdom	$14.1M	-$1.75M	2	0.09%	Reduced
562	AR Advisory Research Chicago, Illinois	$13.9M	-$1.24M	1	2.45%	Reduced
563	Private Advisor Group Morristown, New Jersey	$13.9M	+$376K	1	0.08%	Increased
564	UAM UAS Asset Management New York	$13.9M	+$430K	1	3.35%	Increased
565	Davenport & Co Richmond, Virginia	$13.8M	-$8.94K	1	0.08%	Reduced
566	Engineers Gate Manager New York	$13.8M	+$7.75M	6	0.23%	Increased
567	PAMI Perseverance Asset Management International George Town, Cayman Islands	$13.6M	+$14M	1	1.78%	Increased
568	AI Aperture Investors New York	$13.5M	-$5.78M	1	1.73%	Reduced
569	PCMH Polymer Capital Management (HK) Hong Kong	$13.4M	-$4.28M	2	2.28%	Reduced
570	DCM Dupont Capital Management Wilmington, Delaware	$13.3M	-$731K	1	1.47%	Reduced
571	7CM 7G Capital Management New York	$13.3M	+$6.12M	1	11.38%	Increased
572	KSCM Kamunting Street Capital Management Miami Beach, Florida	$13.3M	+$15.5M	1	8.9%	New
573	TCMG TSP Capital Management Group Summit, New Jersey	$13.2M	-$448K	1	4.35%	Reduced
574	LGT Fund Management Vaduz, Liechtenstein	$13.1M	-$2.43M	2	1.18%	Reduced
575	Emerald Advisers Leola, Pennsylvania	$13.1M	-$266K	1	0.59%	Reduced