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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	EGA Evermore Global Advisors Summit, New Jersey	$20.2M	+$2.19M	1	2.51%	Increased
177	NO Ninety One Cape Town, South Africa	$20M	+$21.6M	1	2.71%	New
178	Rafferty Asset Management New York	$19.9M	+$909K	1	0.3%	Increased
179	BNP Paribas Financial Markets Paris, France	$19.7M	+$10.1M	6	0.03%	Increased
180	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$19M	+$20.5M	1	3.57%	New
181	Todd Asset Management Louisville, Kentucky	$18.9M	-$4.75M	1	0.53%	Reduced
182	Comerica Bank Dallas, Texas	$18.9M	+$13.1K	5	0.13%	Increased
183	VIMU Veritas Investment Management (UK) London, United Kingdom	$18.8M	+$2.94M	1	6.11%	Increased
184	Citadel Advisors Miami, Florida	$18.4M	+$9.07M	6	0.01%	Increased
185	DZ Bank Frankfurt Am Main, Germany	$18.2M	-$2.17M	1	0.07%	Reduced
186	TI Trigran Investments Northbrook, Illinois	$18M	-$582K	1	3.68%	Reduced
187	CRCP Copper Rock Capital Partners Boston, Massachusetts	$17.7M	-$16.3M	1	1.02%	Reduced
188	SCP Seafarer Capital Partners Larkspur, California	$17.4M	$0	1	10.33%	Maintained
189	Jupiter Investment Management London, United Kingdom	$17.3M	+$18.7M	1	0.12%	New
190	Capital International Los Angeles, California	$16.6M	-$32.3K	1	2.9%	Reduced
191	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$16.6M	-$6.67M	3	0.09%	Reduced
192	PFM Parsec Financial Management Asheville, North Carolina	$16.5M	+$844K	1	1.12%	Increased
193	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$15.7M	-$9.98M	1	2.72%	Reduced
194	DP Dundas Partners Edinburgh, United Kingdom	$15.6M	-$1.1M	1	5.31%	Reduced
195	Manning & Napier Group Fairport, New York	$15.5M	-$763K	1	0.15%	Reduced
196	OppenheimerFunds New York	$15.2M	+$15.7M	3	0.02%	Increased
197	Jane Street New York	$15M	-$1.8M	3	0.04%	Reduced
198	MAM Myriad Asset Management North Point, Hong Kong	$14.6M	-$11.9M	1	2.03%	Reduced
199	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.6M	-$4.11M	3	0.22%	Reduced
200	Cullen Capital Management New York	$14.6M	+$1.04M	2	0.55%	Increased