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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	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$10.1M	+$313	1	2.25%	Increased
202	GA Glenhill Advisors New York	$9.98M	-$194K	1	0.74%	Reduced
203	Capital International Investors Los Angeles, California	$9.51M	+$1.73M	1	0.02%	Increased
204	Comerica Bank Dallas, Texas	$9.38M	-$1.27M	5	0.08%	Reduced
205	Orbis Holdings Hamilton, Bermuda	$9.3M	+$2.81M	1	0.07%	Increased
206	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.2M	-$131K	1	1.16%	Reduced
207	LG Leuthold Group Minneapolis, Minnesota	$9.11M	+$1.35M	3	0.82%	Increased
208	HighTower Advisors Chicago, Illinois	$8.9M	+$1.66M	2	0.15%	Increased
209	BlackRock Investment Management Wilmington, Delaware	$8.87M	+$38.2K	5	0.01%	Increased
210	DAM Deltec Asset Management New York	$8.79M	-$209K	1	1.97%	Reduced
211	First Pacific Advisors El Segundo, California	$8.69M	-$7.12M	1	0.07%	Reduced
212	HBK Investments Dallas, Texas	$8.69M	+$4.25M	5	0.13%	Increased
213	BCM Breithorn Capital Management New York	$8.63M	-$63.8K	1	5.62%	Reduced
214	Raymond James & Associates St Petersburg, Florida	$8.59M	+$690K	2	0.05%	Increased
215	Citadel Advisors Miami, Florida	$8.55M	+$2.09M	4	0.01%	Increased
216	HIM Herald Investment Management London, United Kingdom	$8.34M	$0	3	3.33%	Maintained
217	PP PDT Partners New York	$8.31M	+$8.2M	3	0.21%	Increased
218	PIM Progressive Investment Management Lake Oswego, Oregon	$8.3M	-$209	1	2.88%	Reduced
219	Perpetual Ltd Sydney, New South Wales, Australia	$7.77M	-$1.93M	1	0.84%	Reduced
220	PNC Financial Services Group Pittsburgh, Pennsylvania	$7.68M	+$3.19M	6	0.01%	Increased
221	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$7.62M	$0	1	0.45%	Maintained
222	First Trust Advisors Wheaton, Illinois	$7.44M	-$8.38M	7	0.03%	Reduced
223	GCM Grandmaster Capital Management San Francisco, California	$7.39M	+$7.33M	1	3.07%	New
224	D.A. Davidson & Co Great Falls, Montana	$7.14M	-$571K	2	0.24%	Reduced
225	Panagora Asset Management Boston, Massachusetts	$7.12M	-$1.64M	6	0.03%	Reduced