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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
676	CIM Contravisory Investment Management Norwell, Massachusetts	$12.5M	-$191K	1	2.47%	Reduced
677	EIP Easterly Investment Partners Beverly, Massachusetts	$12.5M	+$1.7M	1	0.9%	Increased
678	SI Symmetry Investments St Helier, Jersey	$12.4M	-$6.42M	1	0.86%	Reduced
679	Employees Retirement System of Texas Austin, Texas	$12.4M	+$10.1M	1	0.1%	New
680	Palisade Capital Management Fort Lee, New Jersey	$12.3M	-$107K	2	0.35%	Reduced
681	LGT Fund Management Vaduz, Liechtenstein	$12.2M	-$4.65M	1	1.07%	Reduced
682	LGWM Litman Gregory Wealth Management Larkspur, California	$12.2M	-$314K	1	0.96%	Reduced
683	ECM Explore Capital Management Wilmington, Delaware	$12.1M	+$9.91M	1	8.57%	New
684	CCI Credit Capital Investments Livingston, New Jersey	$12.1M	-$167K	1	16.92%	Reduced
685	Whittier Trust South Pasadena, California	$12.1M	+$480K	4	0.15%	Increased
686	RNC Capital Management Los Angeles, California	$12.1M	+$502K	1	0.59%	Increased
687	TimesSquare Capital Management New York	$12.1M	-$19.1M	1	0.17%	Reduced
688	AHC Adell Harriman & Carpenter Houston, Texas	$12M	+$153K	1	0.8%	Increased
689	Montag & Associates Atlanta, Georgia	$12M	+$101K	1	0.59%	Increased
690	CAM Cozad Asset Management Champaign, Illinois	$12M	+$1.39M	1	1.05%	Increased
691	ExodusPoint Capital Management New York	$12M	+$9.9M	2	0.11%	New
692	Bleakley Financial Group Fairfield, New Jersey	$12M	+$733K	1	0.3%	Increased
693	Old National Bancorp Evansville, Indiana	$11.9M	+$9.76M	1	0.21%	New
694	TGM Tenzing Global Management San Francisco, California	$11.9M	+$1.39M	1	7.45%	Increased
695	Global Retirement Partners San Rafael, California	$11.9M	+$9.74M	8	0.29%	New
696	MAMU Marathon Asset Management (UK) London, United Kingdom	$11.9M	$0	1	0.38%	Maintained
697	Commerce Bank Kansas City, Missouri	$11.8M	+$23K	1	0.07%	Increased
698	Blue Trust Inc Alpharetta, Georgia	$11.8M	+$796K	5	0.14%	Increased
699	Capital Wealth Planning Naples, Florida	$11.8M	+$2.65M	1	0.09%	Increased
700	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$11.6M	+$2M	1	5.56%	Increased