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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
151	Ninety One (UK) London, United Kingdom	$34.1M	+$6.1M	1	0.13%	Increased
152	Crossmark Global Holdings Houston, Texas	$33.3M	+$2.1M	3	0.84%	Increased
153	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$33.1M	+$1.01M	3	0.28%	Increased
154	TGA Trilogy Global Advisors Winter Park, Florida	$32M	-$6.82M	1	3.56%	Reduced
155	US Bancorp Minneapolis, Minnesota	$30.2M	-$393K	8	0.09%	Reduced
156	Charles Schwab San Francisco, California	$29.8M	-$108M	4	0.02%	Reduced
157	AL AJO LP Philadelphia, Pennsylvania	$28.4M	-$2.59M	1	0.13%	Reduced
158	Prudential Financial Newark, New Jersey	$28.2M	-$6.38M	5	0.04%	Reduced
159	Mawer Investment Management Calgary, Alberta, Canada	$27.9M	+$2.01M	1	0.21%	Increased
160	BCAM Boston Common Asset Management Boston, Massachusetts	$27.8M	-$4.91M	1	3.45%	Reduced
161	MCM Matarin Capital Management New York	$27M	+$2.82M	2	1.74%	Increased
162	WC Walthausen & Co Malta, New York	$26.8M	+$30M	2	2.57%	New
163	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$26.4M	-$3.42M	1	1.16%	Reduced
164	NO Ninety One Cape Town, South Africa	$26.3M	+$2.01M	1	4.3%	Increased
165	HCM Hollencrest Capital Management Newport Beach, California	$25.9M	+$12.6M	1	1.67%	Increased
166	DCM Dupont Capital Management Wilmington, Delaware	$25.8M	+$453K	2	0.57%	Increased
167	DP Dundas Partners Edinburgh, United Kingdom	$25.8M	+$3.1M	1	5.21%	Increased
168	Foresters Investment Management New York	$25.3M	+$23.8M	1	0.4%	New
169	TWI Thomas White International Chicago, Illinois	$25.2M	-$54.8K	1	4.18%	Reduced
170	Oppenheimer Asset Management New York	$25.2M	+$433K	2	0.56%	Increased
171	TCW Group Los Angeles, California	$25.1M	+$16.8K	1	0.21%	Increased
172	Första AP-fonden Stockholm, Sweden	$25.1M	-$2.08M	1	1.01%	Reduced
173	OppenheimerFunds New York	$25M	+$6.5M	4	0.03%	Increased
174	United Capital Financial Advisors Irving, Texas	$24.9M	+$554K	2	0.18%	Increased
175	Chartwell Investment Partners Berywn, Pennsylvania	$24.7M	+$3.49M	2	0.72%	Increased