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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	HighTower Advisors Chicago, Illinois	$22M	+$3.83M	3	0.14%	Increased
177	NPIC Neumeier Poma Investment Counsel Carmel, California	$22M	+$7.88M	1	2.26%	Increased
178	Bank of Montreal Toronto, Ontario, Canada	$21.9M	-$34.6M	6	0.03%	Reduced
179	Capital International Los Angeles, California	$21.7M	-$500K	1	2.44%	Reduced
180	AL AJO LP Philadelphia, Pennsylvania	$21.7M	+$13.1M	3	0.2%	Increased
181	DP Dundas Partners Edinburgh, United Kingdom	$21.6M	-$312K	1	5.66%	Reduced
182	NONA Ninety One North America New York	$21.6M	+$14.5M	1	1.79%	Increased
183	Calamos Advisors Naperville, Illinois	$21.6M	-$10.2M	1	0.17%	Reduced
184	Putnam Investments Boston, Massachusetts	$20.6M	+$6.66M	1	0.05%	Increased
185	Peregrine Capital Management Minneapolis, Minnesota	$20.4M	-$11.2K	2	0.73%	Reduced
186	Phoenix Financial Givatayim, Israel	$19.9M	+$12M	2	1.01%	Increased
187	VIMU Veritas Investment Management (UK) London, United Kingdom	$19.1M	-$1.76M	1	5.76%	Reduced
188	Jennison Associates New York	$18.9M	+$309K	2	0.02%	Increased
189	MSL Mackay Shields LLC New York	$18.7M	-$3.64M	3	0.17%	Reduced
190	HSBC Holdings London, United Kingdom	$18.6M	-$2.25M	2	0.04%	Reduced
191	Jupiter Investment Management London, United Kingdom	$18.3M	+$1.2M	2	0.36%	Increased
192	PNC Financial Services Group Pittsburgh, Pennsylvania	$18.1M	+$165K	6	0.02%	Increased
193	CIBC Private Wealth Group Atlanta, Georgia	$18M	+$2.23M	1	0.08%	Increased
194	Fuller & Thaler Asset Management San Mateo, California	$18M	+$25.1M	1	0.3%	New
195	Oppenheimer Asset Management New York	$17.6M	-$3.42M	2	0.43%	Reduced
196	Fort Washington Investment Advisors Cincinnati, Ohio	$17.5M	+$1.99M	1	0.24%	Increased
197	GH GAM Holding Zurich, Switzerland	$17.3M	+$9.54M	1	1.18%	Increased
198	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$17.2M	+$17.3M	1	1.43%	Increased
199	JP Morgan Private Wealth Advisors San Francisco, California	$17.2M	+$1.32M	2	0.1%	Increased
200	Comerica Bank Dallas, Texas	$16.8M	-$67.6K	5	0.15%	Reduced