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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
101	BNP Paribas Financial Markets Paris, France	$166M	+$61M	5	0.26%	Increased
102	Jane Street New York	$164M	-$43.4M	7	0.07%	Reduced
103	Federated Hermes Pittsburgh, Pennsylvania	$162M	+$73.3M	6	0.44%	Increased
104	Intermede Investment Partners London, United Kingdom	$161M	+$6.33M	1	4.48%	Increased
105	NMC Nine Masts Capital Central, Hong Kong	$161M	-$48.9M	1	42.98%	Reduced
106	Amundi Paris, France	$161M	-$713K	5	0.13%	Reduced
107	BNP Paribas Asset Management Paris, France	$160M	+$32.7M	2	0.61%	Increased
108	OCM Ovata Capital Management Hong Kong	$159M	+$101M	2	46.59%	Increased
109	Axiom Investors Greenwich, Connecticut	$158M	-$140M	1	4.75%	Reduced
110	First Trust Advisors Wheaton, Illinois	$154M	+$19.3M	6	0.19%	Increased
111	Susquehanna International Group Bala Cynwyd, Pennsylvania	$152M	-$138M	8	0.04%	Reduced
112	Impax Asset Management Group London, United Kingdom	$145M	-$61.5M	2	0.71%	Reduced
113	Thornburg Investment Management Santa Fe, New Mexico	$143M	-$1.25M	1	2.19%	Reduced
114	Bank of Montreal Toronto, Ontario, Canada	$141M	+$9.21M	5	0.07%	Increased
115	Citadel Advisors Miami, Florida	$141M	+$19.2M	8	0.04%	Increased
116	HRT Financial New York	$134M	-$78.1M	5	1.47%	Reduced
117	Altshuler Shaham Tel Aviv, Israel	$133M	+$23.8M	1	1.99%	Increased
118	GQG Partners Ft. Lauderdale, Florida	$133M	-$67.7M	1	0.33%	Reduced
119	Qube Research & Technologies (QRT) London, United Kingdom	$131M	+$92.6M	7	0.97%	Increased
120	Group One Trading Chicago, Illinois	$127M	+$12M	5	0.2%	Increased
121	Raymond James & Associates St Petersburg, Florida	$121M	-$21.4M	6	0.12%	Reduced
122	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$118M	+$5.55M	1	12.67%	Increased
123	NIMI Natixis Investment Managers International Paris, France	$118M	+$300K	1	2.4%	Increased
124	Neuberger Berman Group New York	$118M	-$3.57M	4	0.12%	Reduced
125	Mondrian Investment Partners London, United Kingdom	$115M	+$630K	2	2.4%	Increased