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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
576	Sequoia Financial Advisors Akron, Ohio	$47.9M	+$32.8K	6	0.24%	Increased
577	Moore Capital Management New York	$47.9M	-$27.8M	2	0.71%	Reduced
578	TAM Telemark Asset Management Boston, Massachusetts	$47.8M	-$10.6M	1	3.45%	Reduced
579	TC Torno Capital Cohasset, Massachusetts	$47.8M	+$40.6M	1	1.38%	New
580	DF DNCA Finance Paris, France	$47.6M	+$3.75M	1	2.31%	Increased
581	Hantz Financial Services Southfield, Michigan	$47.4M	+$3.11M	7	0.64%	Increased
582	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$47.3M	+$406K	1	13.69%	Increased
583	PGAM Princeton Global Asset Management Princeton, New Jersey	$47M	+$455K	2	6.74%	Increased
584	TFS Thoroughbred Financial Services Brentwood, Tennessee	$46.9M	+$532K	1	2.25%	Increased
585	FLII First Long Island Investors Jericho, New York	$46.9M	-$7.69M	1	3.32%	Reduced
586	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$46.3M	+$588K	4	0.04%	Increased
587	RWA Wealth Partners Newton, Massachusetts	$46M	+$3.58M	2	0.44%	Increased
588	Farmers & Merchants Investments Inc Lincoln, Nebraska	$45.6M	+$842K	5	1.11%	Increased
589	TS Triglav Skladi Ljubljana, Slovenia	$45.4M	-$7.52M	4	2.39%	Reduced
590	SCM Steadfast Capital Management New York	$45.1M	-$62.1M	1	1.38%	Reduced
591	MGM Manchester Global Management London, United Kingdom	$45M	$0	1	4.97%	Maintained
592	Diversify Advisory Services Sandy, Utah	$44.8M	+$14.7M	4	0.75%	Increased
593	Diversify Wealth Management Sandy, Utah	$44.8M	-$5.02M	4	0.75%	Reduced
594	NGA Naples Global Advisors Naples, Florida	$44.7M	-$1.19M	1	2.76%	Reduced
595	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$44.7M	$0	1	1.69%	Maintained
596	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$44M	-$3.7M	2	0.11%	Reduced
597	TAMH Taikang Asset Management (HK) Hong Kong	$43.4M	+$2.65M	1	3.95%	Increased
598	ZDA Zweig-DiMenna Associates New York	$43.2M	+$4.07M	2	3.92%	Increased
599	Sustainable Growth Advisers Stamford, Connecticut	$43.2M	-$16.1M	1	0.42%	Reduced
600	TIS Titan Investment Solutions London,	$43.2M	-$14.3M	1	4.83%	Reduced