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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	MBA Maple-Brown Abbott Barangaroo, Australia	$16.4M	+$366K	1	5.07%	Increased
177	NFA Nationwide Fund Advisors Columbus, Ohio	$16.4M	-$2.41M	6	0.07%	Reduced
178	SCCM Schafer Cullen Capital Management New York	$15.8M	+$1.32M	2	0.19%	Increased
179	Public Employees Retirement Association of Colorado Denver, Colorado	$15.5M	-$43.6K	5	0.13%	Reduced
180	abrdn Investment Management Edinburgh, United Kingdom	$15.2M	-$7.16K	1	0.07%	Reduced
181	Fuller & Thaler Asset Management San Mateo, California	$15M	-$301K	2	0.26%	Reduced
182	KMC Kirr Marbach & Co Columbus, Indiana	$14.6M	-$153K	1	3.12%	Reduced
183	VIMU Veritas Investment Management (UK) London, United Kingdom	$14.6M	+$742K	1	6.76%	Increased
184	Pzena Investment Management New York	$14.4M	+$2.01M	1	0.09%	Increased
185	UBS O'Connor Chicago, Illinois	$14.4M	+$13.7M	1	0.31%	New
186	Federated Hermes Pittsburgh, Pennsylvania	$14.3M	+$4.84M	5	0.04%	Increased
187	Citigroup New York	$14.2M	-$6.49M	7	0.01%	Reduced
188	MRM Michael R. Murphy	$14.1M	-$5M	1	5.56%	Reduced
189	Guggenheim Capital Chicago, Illinois	$14.1M	+$2.73M	4	0.04%	Increased
190	PNC Financial Services Group Pittsburgh, Pennsylvania	$13.6M	+$2.17M	7	0.02%	Increased
191	State of Wisconsin Investment Board Madison, Wisconsin	$13.3M	$0	3	0.05%	Maintained
192	PFM Parsec Financial Management Asheville, North Carolina	$13M	-$159K	1	1.25%	Reduced
193	Barclays London, United Kingdom	$13M	+$1.19M	7	0.02%	Increased
194	Tudor Investment Corp Stamford, Connecticut	$12.8M	+$10.9M	3	0.27%	Increased
195	PC Passport Capital San Francisco, California	$12.8M	-$95.8M	1	0.23%	Reduced
196	Janus Henderson Investors US Denver, Colorado	$12.5M	+$1.11M	1	0.01%	Increased
197	DL Delta Lloyd Amsterdam, Netherlands	$12.3M	-$117K	1	0.41%	Reduced
198	Manning & Napier Advisors Fairport, New York	$12.2M	+$11.6M	1	0.07%	New
199	Handelsbanken Fonder Stockholm, Sweden	$12.2M	$0	1	0.5%	Maintained
200	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$11.8M	+$49.2K	1	0.48%	Increased