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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
176	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$9.49M	+$1.18M	1	1.96%	Increased
177	Perpetual Ltd Sydney, New South Wales, Australia	$9.32M	-$1.61M	1	1.31%	Reduced
178	Jane Street New York	$9.21M	+$5.66M	3	0.11%	Increased
179	PFM Parsec Financial Management Asheville, North Carolina	$9.19M	+$340K	1	1.19%	Increased
180	KMC Kirr Marbach & Co Columbus, Indiana	$9.18M	+$2.2M	1	1.79%	Increased
181	SCM Signia Capital Management Spokane, Washington	$9.13M	+$1.07M	1	2.83%	Increased
182	TC TFS Capital West Chester, Pennsylvania	$9.13M	+$625K	3	0.42%	Increased
183	HIM Herald Investment Management London, United Kingdom	$9.07M	+$858K	3	3.93%	Increased
184	Brown Brothers Harriman & Co New York	$8.99M	+$124K	2	0.04%	Increased
185	Hudson Bay Capital Management Stamford, Connecticut	$8.98M	+$9.04M	1	0.33%	New
186	First Trust Advisors Wheaton, Illinois	$8.76M	+$8.02M	4	0.05%	Increased
187	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.61M	+$31K	4	0.08%	Increased
188	Comerica Bank Dallas, Texas	$8.4M	+$470K	5	0.06%	Increased
189	Bessemer Group Woodbridge, New Jersey	$8.3M	-$1.15M	3	0.07%	Reduced
190	Truist Financial Charlotte, North Carolina	$8.18M	+$124K	1	0.29%	Increased
191	Teachers Advisors New York	$8.08M	-$1.77M	4	0.02%	Reduced
192	JIR James Investment Research Alpha, Ohio	$8.03M	-$358K	3	0.3%	Reduced
193	New York State Common Retirement Fund Albany, New York	$7.93M	+$2.75M	4	0.01%	Increased
194	Asset Management One Tokyo, Japan	$7.77M	+$2.91M	3	0.12%	Increased
195	Causeway Capital Management Los Angeles, California	$7.77M	-$9.14M	2	0.63%	Reduced
196	CCA Canyon Capital Advisors Dallas, Texas	$7.75M	+$26.6K	1	1.06%	Increased
197	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$7.63M	+$838K	1	1.17%	Increased
198	SG Americas Securities New York	$7.5M	+$4.43M	3	0.03%	Increased
199	Bank of Montreal Toronto, Ontario, Canada	$7.28M	+$1.49M	5	0.01%	Increased
200	Oaktree Capital Management Los Angeles, California	$7.23M	+$5.48M	1	0.14%	Increased