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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	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$14.6M	+$7.46M	3	1.05%	Increased
202	Brandywine Global Investment Management Philadelphia, Pennsylvania	$14.6M	-$5.54M	2	0.1%	Reduced
203	Janus Henderson Investors US Denver, Colorado	$14.5M	+$29	1	0.01%	Increased
204	Peregrine Capital Management Minneapolis, Minnesota	$14.5M	+$13.6M	1	0.38%	New
205	Comerica Bank Dallas, Texas	$14.4M	+$1.64M	5	0.12%	Increased
206	Handelsbanken Fonder Stockholm, Sweden	$14.2M	$0	1	0.42%	Maintained
207	Manning & Napier Advisors Fairport, New York	$13.9M	-$346K	1	0.09%	Reduced
208	NC Nokomis Capital Dallas, Texas	$13.6M	+$2.89M	1	2.9%	Increased
209	Cookson Peirce & Co Pittsburgh, Pennsylvania	$13.1M	+$34.9K	2	1.85%	Increased
210	Guggenheim Capital Chicago, Illinois	$13.1M	-$2.81M	4	0.04%	Reduced
211	CIBC Asset Management Toronto, Ontario, Canada	$12.9M	+$7.12M	1	0.09%	Increased
212	Tudor Investment Corp Stamford, Connecticut	$12.8M	-$1.48M	3	0.3%	Reduced
213	Kennedy Capital Management St Louis, Missouri	$12.4M	-$213K	2	0.24%	Reduced
214	Citadel Advisors Miami, Florida	$12.2M	-$2.17M	5	0.01%	Reduced
215	Nordea Investment Management Stockholm, Sweden	$12.1M	+$3.02M	4	0.03%	Increased
216	Axa Paris, France	$11.9M	+$1.55M	5	0.05%	Increased
217	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.5M	+$158K	1	0.24%	Increased
218	Jane Street New York	$11.4M	+$2.34M	2	0.05%	Increased
219	ClearBridge Investments New York	$11.4M	+$9.36M	1	0.01%	Increased
220	PCR Potrero Capital Research San Francisco, California	$11.2M	$0	1	10.49%	Maintained
221	GA Glenhill Advisors New York	$11.2M	-$23.7K	1	0.67%	Reduced
222	AHL Partners London, United Kingdom	$10.9M	+$7.71M	2	0.41%	Increased
223	Stifel Financial St. Louis, Missouri	$10.8M	-$1.33M	3	0.05%	Reduced
224	Cambiar Investors Denver, Colorado	$10.8M	+$9.33M	1	0.16%	New
225	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$10.8M	-$2.82M	1	0.48%	Reduced