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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	Castleark Management Chicago, Illinois	$11.1M	+$9.73M	1	0.29%	New
202	DVM Dreman Value Management West Palm Beach, Florida	$11.1M	+$669K	1	0.91%	Increased
203	Truist Financial Charlotte, North Carolina	$11.1M	-$301K	1	0.32%	Reduced
204	GE General Electric Evendale, Ohio	$11M	-$5.9M	1	0.03%	Reduced
205	Bridgeway Capital Management Houston, Texas	$11M	+$690K	2	0.25%	Increased
206	PFM Parsec Financial Management Asheville, North Carolina	$10.8M	-$526K	1	1.14%	Reduced
207	State of Wisconsin Investment Board Madison, Wisconsin	$10.8M	-$1.24M	2	0.04%	Reduced
208	GA Glenhill Advisors New York	$10.8M	+$459K	1	0.85%	Increased
209	Janus Henderson Investors US Denver, Colorado	$10.6M	-$2.32M	1	0.01%	Reduced
210	Capital International Investors Los Angeles, California	$10.5M	$0	1	0.02%	Maintained
211	HBK Investments Dallas, Texas	$10.5M	+$861K	4	0.13%	Increased
212	NC Nokomis Capital Dallas, Texas	$10.5M	$0	1	3.3%	Maintained
213	HighTower Advisors Chicago, Illinois	$10.4M	+$583K	2	0.16%	Increased
214	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.3M	+$98.4K	1	1.27%	Increased
215	BlackRock Investment Management Wilmington, Delaware	$10.3M	-$79.5K	5	0.01%	Reduced
216	DL Delta Lloyd Amsterdam, Netherlands	$9.93M	+$402K	1	0.29%	Increased
217	Jefferies Group New York	$9.79M	-$796K	2	0.06%	Reduced
218	HIM Herald Investment Management London, United Kingdom	$9.44M	$0	3	3.65%	Maintained
219	Capital International Sarl Los Angeles, California	$9.38M	+$8.02M	1	0.58%	Increased
220	Candriam SCA Strassen, Luxembourg, Luxembourg	$9.36M	+$9.11M	1	0.2%	New
221	DAM Deltec Asset Management New York	$9.21M	-$523K	1	2.02%	Reduced
222	PNC Financial Services Group Pittsburgh, Pennsylvania	$9.16M	+$727K	6	0.01%	Increased
223	MC Maplelane Capital New York	$8.95M	+$3.62M	1	0.34%	Increased
224	BCM Breithorn Capital Management New York	$8.88M	+$102K	1	5.68%	Increased
225	QAM Quentec Asset Management New York	$8.81M	+$8.6M	1	1.61%	New