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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	Baird Financial Group Milwaukee, Wisconsin	$9.23M	+$950K	1	0.1%	Increased
202	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.1M	-$186K	1	1.25%	Reduced
203	Jefferies Group New York	$8.97M	+$2.17M	4	0.05%	Increased
204	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$8.92M	+$945K	1	1.67%	Increased
205	DM Delphi Management Brookline, Massachusetts	$8.8M	+$14K	2	1.38%	Increased
206	MRM Michael R. Murphy	$8.76M	+$8.12M	1	3.01%	Increased
207	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$8.75M	-$4.18M	1	0.3%	Reduced
208	Legal & General Group London, United Kingdom	$8.73M	+$6.53M	6	0.01%	Increased
209	NC Nokomis Capital Dallas, Texas	$8.72M	-$346K	1	2.5%	Reduced
210	GA Glenhill Advisors New York	$8.68M	+$342K	1	0.68%	Increased
211	SI Sensato Investors San Francisco, California	$8.56M	-$4.16M	3	1.6%	Reduced
212	Comerica Bank Dallas, Texas	$8.47M	-$10.4M	5	0.08%	Reduced
213	Truist Financial Charlotte, North Carolina	$8.32M	-$180K	1	0.22%	Reduced
214	Thrivent Financial for Lutherans Minneapolis, Minnesota	$8.14M	+$8.06M	3	0.04%	Increased
215	Old Mission Capital Chicago, Illinois	$8.09M	+$2.45M	2	1.11%	Increased
216	Edmond de Rothschild Holding Chambesy, Switzerland	$8.06M	-$43.6K	3	0.2%	Reduced
217	GI Gavea Investimentos Rj, Brazil	$8.03M	+$8.13M	1	7.18%	New
218	Edmond de Rothschild Asset Management (France) Paris, France	$7.85M	$0	2	0.26%	Maintained
219	BCM Breithorn Capital Management New York	$7.84M	+$1.96M	1	5.58%	Increased
220	Numeric Investors Boston, Massachusetts	$7.77M	-$1.12M	3	0.09%	Reduced
221	SG Americas Securities New York	$7.7M	+$4.97M	3	0.05%	Increased
222	William Blair & Company Chicago, Illinois	$7.64M	-$202M	1	0.07%	Reduced
223	Janus Henderson Investors US Denver, Colorado	$7.37M	-$196K	1	0.01%	Reduced
224	ARTA A.R.T. Advisors New York	$7.3M	+$4.46M	3	0.27%	Increased
225	VAM Visium Asset Management New York	$7.29M	+$6.23M	2	0.1%	Increased