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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	RG Renaissance Group Covington, Kentucky	$18.9M	-$276K	2	0.76%	Reduced
177	VIMU Veritas Investment Management (UK) London, United Kingdom	$18.6M	-$3.06M	1	5.78%	Reduced
178	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$18.6M	-$896K	1	8.3%	Reduced
179	Peregrine Capital Management Minneapolis, Minnesota	$18.4M	-$244K	2	0.46%	Reduced
180	Manning & Napier Group Fairport, New York	$18.2M	+$425K	1	0.2%	Increased
181	Hood River Capital Management Palm Beach Gardens, Florida	$18.1M	+$998K	1	0.91%	Increased
182	Royal London Asset Management United Kingdom	$17.5M	+$2.23M	1	0.14%	Increased
183	California Public Employees Retirement System Sacramento, California	$17.5M	+$461K	5	0.02%	Increased
184	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$17.4M	+$82.8K	1	3.16%	Increased
185	NP NS Partners London, United Kingdom	$17.4M	+$2.28M	1	1.61%	Increased
186	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$17M	-$774K	2	0.11%	Reduced
187	Advisors Asset Management Monument, Colorado	$16.9M	-$2.83M	4	0.31%	Reduced
188	BNP Paribas Financial Markets Paris, France	$16.9M	+$11.9M	6	0.04%	Increased
189	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$16.5M	$0	1	0.04%	Maintained
190	EGA Evermore Global Advisors Summit, New Jersey	$16.1M	-$17.8K	1	2.54%	Reduced
191	PNC Financial Services Group Pittsburgh, Pennsylvania	$15.9M	+$222K	6	0.02%	Increased
192	Comerica Bank Dallas, Texas	$15.4M	-$750K	5	0.13%	Reduced
193	NPIC Neumeier Poma Investment Counsel Carmel, California	$15.4M	+$951K	1	1.29%	Increased
194	Capital International Los Angeles, California	$15.3M	-$718K	1	3.65%	Reduced
195	NC Nokomis Capital Dallas, Texas	$15.2M	-$21.6M	1	3.79%	Reduced
196	FP Foundry Partners Minneapolis, Minnesota	$15M	+$1.22M	2	0.6%	Increased
197	Mirae Asset Global Investments Seoul, South Korea	$14.8M	-$135K	1	0.11%	Reduced
198	Cullen Capital Management New York	$14.7M	+$1.56M	2	0.58%	Increased
199	VCM Vigilant Capital Management Portland, Maine	$14.5M	+$430K	1	2.02%	Increased
200	Flow Traders U.S. New York	$13.9M	-$3.88M	1	0.8%	Reduced