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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	Citadel Advisors Miami, Florida	$12M	-$1.85M	6	0.01%	Reduced
202	Hood River Capital Management Palm Beach Gardens, Florida	$11.8M	+$11.3M	1	1.45%	New
203	BlackRock Investment Management Wilmington, Delaware	$11.7M	+$150K	5	0.02%	Increased
204	PFM Parsec Financial Management Asheville, North Carolina	$11.4M	+$35K	1	1.15%	Increased
205	MBA Maple-Brown Abbott Barangaroo, Australia	$11.4M	-$329K	1	5.1%	Reduced
206	Glenmede Trust Philadelphia, Pennsylvania	$11.3M	+$10.6M	3	0.08%	Increased
207	GCM Grandmaster Capital Management San Francisco, California	$11.3M	+$3.63M	1	7.02%	Increased
208	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.2M	+$8.1M	3	0.06%	Increased
209	Capital International Investors Los Angeles, California	$11.1M	$0	1	0.02%	Maintained
210	QS Investors New York	$11M	+$1.14M	3	0.12%	Increased
211	GE General Electric Evendale, Ohio	$10.9M	-$634K	1	0.03%	Reduced
212	First Trust Advisors Wheaton, Illinois	$10.9M	+$2.84M	5	0.03%	Increased
213	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.8M	-$23.3K	1	1.37%	Reduced
214	Comerica Bank Dallas, Texas	$10.7M	-$9.85M	5	0.09%	Reduced
215	Truist Financial Charlotte, North Carolina	$10.6M	-$992K	1	0.31%	Reduced
216	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$10.6M	-$1.77M	1	1.43%	Reduced
217	Castleark Management Chicago, Illinois	$10.4M	-$2.06M	1	0.25%	Reduced
218	TU TDAM USA Toronto, Ontario, Canada	$10.4M	+$6.99M	2	0.42%	Increased
219	DL Delta Lloyd Amsterdam, Netherlands	$10.3M	-$71.3K	1	0.32%	Reduced
220	HIM Herald Investment Management London, United Kingdom	$10.3M	$0	3	3.74%	Maintained
221	Bridgeway Capital Management Houston, Texas	$10.3M	-$2.59M	2	0.21%	Reduced
222	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$10.3M	+$10.3M	1	3.61%	New
223	Janus Henderson Investors US Denver, Colorado	$10.2M	-$882K	1	0.01%	Reduced
224	PNC Financial Services Group Pittsburgh, Pennsylvania	$10.2M	+$506K	6	0.01%	Increased
225	QAM Quentec Asset Management New York	$10M	-$888K	1	2.08%	Reduced