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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	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$19.5M	+$1.43M	4	0.13%	Increased
177	KMC Kirr Marbach & Co Columbus, Indiana	$19.2M	-$1.53M	1	3.98%	Reduced
178	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$18.9M	-$1.9M	1	0.94%	Reduced
179	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$18.4M	-$410K	4	0.23%	Reduced
180	Axa Paris, France	$18.2M	+$6.52M	4	0.09%	Increased
181	Soros Fund Management New York	$18.1M	-$2.98M	1	0.42%	Reduced
182	Rubric Capital Management (New York) New York	$17.7M	+$16M	1	6.07%	New
183	Capital International Sarl Los Angeles, California	$17.6M	-$1.3M	1	1.61%	Reduced
184	SCCM Schafer Cullen Capital Management New York	$17.6M	-$309K	2	0.24%	Reduced
185	PNC Financial Services Group Pittsburgh, Pennsylvania	$16.8M	+$1.73M	6	0.02%	Increased
186	Eagle Asset Management St Petersburg, Florida	$16.8M	+$8.03M	2	0.11%	Increased
187	Credit Agricole Montrouge Cedex, France	$16.4M	-$18.5M	1	0.05%	Reduced
188	Comerica Bank Dallas, Texas	$16.1M	+$1.14M	5	0.13%	Increased
189	Manning & Napier Advisors Fairport, New York	$15.8M	+$2.92M	1	0.1%	Increased
190	Pzena Investment Management New York	$15.8M	+$1.08M	1	0.09%	Increased
191	VIMU Veritas Investment Management (UK) London, United Kingdom	$15.7M	+$552K	1	6.45%	Increased
192	JCM Janney Capital Management Pittsburgh, Pennsylvania	$15.6M	-$5.76M	1	0.72%	Reduced
193	MCM McKinley Capital Management Anchorage, Alaska	$15.4M	-$9.06M	2	0.6%	Reduced
194	CIBC Asset Management Toronto, Ontario, Canada	$15.2M	+$3.25M	1	0.11%	Increased
195	Assenagon Asset Management Senningerberg, Luxembourg	$15.1M	+$15.2M	1	0.28%	New
196	EA Ecofin Advisors London, United Kingdom	$14.8M	-$130K	1	4.07%	Reduced
197	Jane Street New York	$14.7M	+$4.32M	4	0.06%	Increased
198	Federated Hermes Pittsburgh, Pennsylvania	$14.7M	-$2.58M	4	0.04%	Reduced
199	Adage Capital Partners Boston, Massachusetts	$14.5M	-$6.56M	1	0.04%	Reduced
200	MBA Maple-Brown Abbott Barangaroo, Australia	$14.4M	-$1.01M	1	2.02%	Reduced