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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
201	Perpetual Ltd Sydney, New South Wales, Australia	$10.2M	-$698K	1	0.9%	Reduced
202	DVM Dreman Value Management West Palm Beach, Florida	$10.1M	+$2.28M	1	0.76%	Increased
203	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.88M	+$178K	1	1.22%	Increased
204	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$9.73M	+$9.37M	1	0.03%	New
205	Panagora Asset Management Boston, Massachusetts	$9.54M	+$1.03M	4	0.05%	Increased
206	DAM Deltec Asset Management New York	$9.53M	-$700K	1	2.02%	Reduced
207	TA Tiptree Advisors New York	$9.49M	$0	1	1.99%	Maintained
208	Guggenheim Capital Chicago, Illinois	$9.31M	-$481K	4	0.02%	Reduced
209	Advisors Asset Management Monument, Colorado	$9.27M	+$4.41M	3	0.13%	Increased
210	BlackRock Investment Management Wilmington, Delaware	$8.99M	-$470K	5	0.01%	Reduced
211	DL Delta Lloyd Amsterdam, Netherlands	$8.97M	+$43.4K	1	0.28%	Increased
212	PIM Progressive Investment Management Lake Oswego, Oregon	$8.8M	+$32.9K	1	2.84%	Increased
213	BCM Breithorn Capital Management New York	$8.71M	-$1.06M	1	5.42%	Reduced
214	Federated Hermes Pittsburgh, Pennsylvania	$8.63M	-$126K	2	0.03%	Reduced
215	Jane Street New York	$8.51M	+$7.56M	4	0.11%	Increased
216	TC TFS Capital West Chester, Pennsylvania	$8.49M	-$2.21M	4	0.67%	Reduced
217	LG Leuthold Group Minneapolis, Minnesota	$8.4M	+$5.64M	3	0.71%	Increased
218	Raymond James & Associates St Petersburg, Florida	$8.36M	+$423K	2	0.05%	Increased
219	Capital International Investors Los Angeles, California	$8.3M	+$5.99M	1	0.02%	Increased
220	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$8.08M	$0	1	0.5%	Maintained
221	Curi RMB Capital Chicago, Illinois	$7.95M	+$1.8M	1	0.5%	Increased
222	D.A. Davidson & Co Great Falls, Montana	$7.79M	-$284K	2	0.26%	Reduced
223	HighTower Advisors Chicago, Illinois	$7.75M	-$1.14M	2	0.13%	Reduced
224	Weiss Multi-Strategy Advisers New York	$7.7M	+$6.94M	2	0.17%	Increased
225	SCM Signia Capital Management Spokane, Washington	$7.62M	-$1.66M	1	3.42%	Reduced