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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	Westfield Capital Management Boston, Massachusetts	$167M	+$1.85M	2	0.7%	Increased
177	Fort Washington Investment Advisors Cincinnati, Ohio	$164M	+$266K	2	0.94%	Increased
178	MC Metropolis Capital Amersham, United Kingdom	$161M	+$16M	1	5.1%	Increased
179	Thornburg Investment Management Santa Fe, New Mexico	$161M	-$16.1M	2	2.07%	Reduced
180	ARK Investment Management St. Petersburg, Florida	$161M	+$88.1M	2	1.18%	Increased
181	Samlyn Capital New York	$160M	+$16.4M	1	2.2%	Increased
182	NI Noked Israel Ramat Hasharon, Israel	$158M	-$598K	2	29.12%	Reduced
183	Victory Capital Management San Antonio, Texas	$157M	+$17.9M	6	0.1%	Increased
184	LSV Asset Management Chicago, Illinois	$156M	-$11.4M	5	0.37%	Reduced
185	ARGA Investment Management Stamford, Connecticut	$153M	+$817K	3	4.2%	Increased
186	Epoch Investment Partners New York	$148M	-$22.9M	1	0.77%	Reduced
187	AQR Capital Management Greenwich, Connecticut	$145M	+$33.4M	6	0.12%	Increased
188	Phoenix Financial Givatayim, Israel	$143M	+$2.19M	2	1.89%	Increased
189	Quilter Plc London, United Kingdom	$142M	+$733K	1	2.6%	Increased
190	Danica Pension Livsforsikrings Copenhagen V,	$141M	+$18.7M	1	2.36%	Increased
191	SL Summitry LLC Foster City, California	$138M	-$552K	2	6.25%	Reduced
192	Whale Rock Capital Management Boston, Massachusetts	$137M	+$15.1M	1	1.9%	Increased
193	Union Bancaire Privee Geneva 1, Switzerland	$137M	+$6.14M	2	1.99%	Increased
194	TD Asset Management Toronto, Ontario, Canada	$137M	+$16.7M	3	0.12%	Increased
195	Creative Planning Overland Park, Kansas	$135M	+$10.7M	8	0.11%	Increased
196	Aviva London, United Kingdom	$134M	+$12.5M	2	0.28%	Increased
197	CIBC Private Wealth Group Atlanta, Georgia	$134M	+$10.1M	6	0.24%	Increased
198	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$133M	+$1.4M	5	0.26%	Increased
199	AEGON Asset Management (UK) Edinburgh, United Kingdom	$132M	+$6.19M	1	1.69%	Increased
200	BAMCO Inc New York	$131M	-$11.8M	1	0.36%	Reduced