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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	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$11.3M	-$2.7M	1	0.3%	Reduced
202	HA Hays Advisory Franklin, Tennessee	$11.3M	-$925K	1	1.63%	Reduced
203	Hood River Capital Management Palm Beach Gardens, Florida	$11.1M	+$13.2K	1	1.36%	Increased
204	GA Glenhill Advisors New York	$11.1M	+$553K	1	0.78%	Increased
205	SR Sloane Robinson London, United Kingdom	$11M	+$10.1M	1	10.87%	Increased
206	PFM Parsec Financial Management Asheville, North Carolina	$11M	-$35.1K	1	1.11%	Reduced
207	DVM Dreman Value Management West Palm Beach, Florida	$10.7M	+$1.02M	3	0.89%	Increased
208	AL Airain Ltd St. Peter Port, Guernsey	$10.7M	+$7.68M	2	0.6%	Increased
209	Capital International Investors Los Angeles, California	$10.7M	$0	1	0.02%	Maintained
210	DAM Deltec Asset Management New York	$10.5M	+$1.19M	1	2.3%	Increased
211	State of Tennessee, Department of Treasury Nashville, Tennessee	$10.4M	$0	3	0.06%	Maintained
212	Waverton Investment Management London, United Kingdom	$10.4M	+$11.2M	2	0.77%	New
213	DL Delta Lloyd Amsterdam, Netherlands	$10.2M	+$250K	1	0.32%	Increased
214	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.2M	-$288K	1	1.28%	Reduced
215	Balyasny Asset Management Chicago, Illinois	$10.1M	-$749K	2	0.06%	Reduced
216	OAM Oxford Asset Management Oxford, United Kingdom	$10.1M	-$6.52M	3	0.27%	Reduced
217	Numeric Investors Boston, Massachusetts	$9.95M	-$57.4M	3	0.11%	Reduced
218	DM Delphi Management Brookline, Massachusetts	$9.92M	+$949K	2	1.33%	Increased
219	Point72 Asset Management Stamford, Connecticut	$9.74M	+$5.79M	1	0.07%	Increased
220	GE General Electric Evendale, Ohio	$9.69M	-$909K	1	0.02%	Reduced
221	Guggenheim Capital Chicago, Illinois	$9.63M	+$3.24M	4	0.02%	Increased
222	PNC Financial Services Group Pittsburgh, Pennsylvania	$9.32M	-$275K	7	0.01%	Reduced
223	Truist Financial Charlotte, North Carolina	$9.31M	-$1.02M	1	0.25%	Reduced
224	Panagora Asset Management Boston, Massachusetts	$9.3M	+$1.43M	5	0.05%	Increased
225	Carrhae Capital London, United Kingdom	$9.22M	+$3.84M	1	4.05%	Increased