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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	TWI Thomas White International Chicago, Illinois	$23.2M	+$451K	1	3.81%	Increased
177	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$23M	+$21.1M	2	0.04%	Increased
178	Rafferty Asset Management New York	$22.8M	+$4.13M	1	0.34%	Increased
179	NN Investment Partners Holdings The Hague, Netherlands	$22.8M	+$527K	1	0.16%	Increased
180	Chartwell Investment Partners Berywn, Pennsylvania	$22.3M	+$4.65M	1	0.76%	Increased
181	Comerica Bank Dallas, Texas	$21M	+$901K	5	0.15%	Increased
182	SCP Seafarer Capital Partners Larkspur, California	$20.9M	$0	1	9.87%	Maintained
183	Rubric Capital Management (New York) New York	$20.8M	-$1.96M	1	1.93%	Reduced
184	JCM Janney Capital Management Pittsburgh, Pennsylvania	$20.7M	-$384K	1	0.9%	Reduced
185	Jane Street New York	$20.2M	+$13.1M	2	0.05%	Increased
186	Zurich Insurance Group Zurich, Switzerland	$19.9M	-$27.7M	1	0.46%	Reduced
187	Capital International Los Angeles, California	$19.9M	-$1.57M	1	3.56%	Reduced
188	NP NS Partners London, United Kingdom	$19.7M	+$5.92M	1	2.11%	Increased
189	DP Dundas Partners Edinburgh, United Kingdom	$19.4M	+$19.8M	1	6.03%	New
190	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$19.4M	-$3.66M	4	0.23%	Reduced
191	Manning & Napier Group Fairport, New York	$19.4M	+$14.5K	1	0.19%	Increased
192	CC Carlson Capital Dallas, Texas	$19.4M	-$12.9M	1	0.29%	Reduced
193	Cookson Peirce & Co Pittsburgh, Pennsylvania	$19.3M	+$887K	1	1.75%	Increased
194	VIMU Veritas Investment Management (UK) London, United Kingdom	$19.3M	-$24.2K	1	6.54%	Reduced
195	MBA Maple-Brown Abbott Barangaroo, Australia	$19.2M	-$821K	1	1.62%	Reduced
196	PFM Parsec Financial Management Asheville, North Carolina	$18.9M	-$372K	1	1.29%	Reduced
197	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$18.6M	+$2.25M	2	0.29%	Increased
198	Nuveen Charlotte, North Carolina	$18.5M	-$9.16M	4	0.12%	Reduced
199	Hood River Capital Management Palm Beach Gardens, Florida	$18.4M	-$3.94M	1	1.04%	Reduced
200	Guggenheim Capital Chicago, Illinois	$17.8M	+$4.36M	5	0.04%	Increased