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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	Neuberger Berman Group New York	$130M	+$22.3M	4	0.14%	Increased
102	Capital Group Private Client Services Los Angeles, California	$129M	-$34.1M	2	1.81%	Reduced
103	UBS AM Chicago, Illinois	$128M	+$69.1M	5	0.07%	Increased
104	Federated Hermes Pittsburgh, Pennsylvania	$126M	-$17.3M	5	0.37%	Reduced
105	Impax Asset Management Group London, United Kingdom	$125M	+$3.17M	2	0.64%	Increased
106	BNP Paribas Financial Markets Paris, France	$124M	-$18.7M	5	0.2%	Reduced
107	VOYA Investment Management Atlanta, Georgia	$124M	+$119M	5	0.15%	Increased
108	Altshuler Shaham Tel Aviv, Israel	$121M	+$9.14M	1	2.96%	Increased
109	Balyasny Asset Management Chicago, Illinois	$117M	+$26M	4	0.36%	Increased
110	Thornburg Investment Management Santa Fe, New Mexico	$109M	-$12.7M	1	1.94%	Reduced
111	Jane Street New York	$108M	-$38M	7	0.05%	Reduced
112	TD Asset Management Toronto, Ontario, Canada	$107M	-$148M	4	0.13%	Reduced
113	LCP LGT Capital Partners Pfaeffikon, Switzerland	$107M	+$18.4M	1	3.26%	Increased
114	T. Rowe Price Investment Management Baltimore, Maryland	$106M	+$121M	1	0.08%	New
115	Raymond James & Associates St Petersburg, Florida	$101M	-$992K	6	0.1%	Reduced
116	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$99.3M	$0	1	12.31%	Maintained
117	Loomis, Sayles & Company Boston, Massachusetts	$98.9M	+$11.1M	1	0.2%	Increased
118	Axiom Investors Greenwich, Connecticut	$98.6M	-$41.2M	1	2.07%	Reduced
119	Rafferty Asset Management New York	$95.7M	+$6.28M	3	1.02%	Increased
120	ESCM Echo Street Capital Management New York	$91.8M	+$361K	1	0.88%	Increased
121	Capital International Inc Los Angeles, California	$91.7M	-$3.06M	1	2.05%	Reduced
122	Paradigm Capital Management Inc Albany, New York	$91.4M	-$301K	3	6.57%	Reduced
123	Qube Research & Technologies (QRT) London, United Kingdom	$91.3M	-$23M	4	0.54%	Reduced
124	RAM RWC Asset Management London, United Kingdom	$90.2M	-$7.08M	1	3.03%	Reduced
125	Tiger Global Management New York	$90.2M	+$109M	1	0.83%	New