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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	HBK Investments Dallas, Texas	$11M	-$2.49M	4	0.11%	Reduced
202	Cookson Peirce & Co Pittsburgh, Pennsylvania	$10.8M	+$9.66M	1	1.71%	New
203	Kennedy Capital Management St Louis, Missouri	$10.7M	-$244K	2	0.22%	Reduced
204	Comerica Bank Dallas, Texas	$10.7M	+$194K	5	0.1%	Increased
205	Aviva London, United Kingdom	$10.5M	+$2.69M	1	0.08%	Increased
206	MCM Matarin Capital Management New York	$10.4M	+$5.47M	2	1.46%	Increased
207	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.4M	-$269K	1	0.32%	Reduced
208	PCM Penn Capital Management Philadelphia, Pennsylvania	$10.2M	+$9.46M	1	0.58%	New
209	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$9.82M	$0	1	2.17%	Maintained
210	GA Glenhill Advisors New York	$9.73M	+$6.49M	1	0.59%	Increased
211	BCM Breithorn Capital Management New York	$9.64M	-$70.5K	1	6.67%	Reduced
212	OAM Oxford Asset Management Oxford, United Kingdom	$9.32M	-$10.4M	1	0.27%	Reduced
213	NC Nokomis Capital Dallas, Texas	$9.23M	$0	1	2.03%	Maintained
214	C WorldWide Group Copenhagen, Denmark	$9.21M	+$2.63M	2	0.18%	Increased
215	Seizert Capital Partners Birmingham, Michigan	$9.18M	-$1.34M	2	0.31%	Reduced
216	MFAM Motley Fool Asset Management Alexandria, Virginia	$9M	+$1.25M	1	1.89%	Increased
217	Federated Hermes Pittsburgh, Pennsylvania	$8.98M	+$248K	3	0.03%	Increased
218	PCR Potrero Capital Research San Francisco, California	$8.94M	+$706K	1	8.51%	Increased
219	Old Mission Capital Chicago, Illinois	$8.89M	+$1.92M	1	0.85%	Increased
220	Panagora Asset Management Boston, Massachusetts	$8.78M	+$610K	5	0.04%	Increased
221	Bridgeway Capital Management Houston, Texas	$8.74M	+$704K	2	0.15%	Increased
222	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.7M	+$1.37M	2	1.91%	Increased
223	Waverton Investment Management London, United Kingdom	$8.62M	-$51.3K	2	0.66%	Reduced
224	CAM Cortina Asset Management Milwaukee, Wisconsin	$8.62M	+$2.06M	1	0.39%	Increased
225	ICP Indus Capital Partners New York	$8.61M	-$4.99M	1	0.84%	Reduced