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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	NMC Nine Masts Capital Central, Hong Kong	$14.4M	-$26.8M	2	2.95%	Reduced
202	Peregrine Capital Management Minneapolis, Minnesota	$14.3M	-$1.82M	1	0.37%	Reduced
203	GH GAM Holding Zurich, Switzerland	$14M	-$3M	1	0.24%	Reduced
204	DL Delta Lloyd Amsterdam, Netherlands	$13.9M	+$137K	1	0.44%	Increased
205	PFM Parsec Financial Management Asheville, North Carolina	$13.4M	-$469K	1	1.17%	Reduced
206	ACM Ashford Capital Management Wilmington, Delaware	$13.4M	+$11M	1	2.7%	Increased
207	State of Wisconsin Investment Board Madison, Wisconsin	$13.3M	-$2.21M	2	0.06%	Reduced
208	Cambiar Investors Denver, Colorado	$12.6M	+$127K	1	0.22%	Increased
209	PCR Potrero Capital Research San Francisco, California	$12.4M	-$473K	1	11.66%	Reduced
210	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$12.3M	-$3.59M	3	0.85%	Reduced
211	Barclays London, United Kingdom	$12.2M	-$2.21M	7	0.01%	Reduced
212	DZ Bank Frankfurt Am Main, Germany	$12.2M	+$12.8M	1	0.06%	New
213	Point72 Asset Management Stamford, Connecticut	$12M	+$4.18M	1	0.08%	Increased
214	Cookson Peirce & Co Pittsburgh, Pennsylvania	$11.9M	-$454K	1	1.65%	Reduced
215	BCM Breithorn Capital Management New York	$11.8M	-$87.5K	1	8.24%	Reduced
216	SRFM Shannon River Fund Management New York	$11.8M	-$15.9M	1	3.67%	Reduced
217	Guggenheim Capital Chicago, Illinois	$11.7M	-$1.31M	5	0.03%	Reduced
218	SCP Seafarer Capital Partners Larkspur, California	$11.5M	+$12M	1	6.78%	New
219	DAC Dymon Asia Capital Singapore	$11.5M	-$10.5M	1	20.96%	Reduced
220	Legal & General Group London, United Kingdom	$11.3M	-$6.04M	7	0.01%	Reduced
221	GQG Partners Ft. Lauderdale, Florida	$11.1M	+$11.6M	1	7.68%	New
222	ClearBridge Investments New York	$10.8M	+$91.7K	1	0.01%	Increased
223	Castleark Management Chicago, Illinois	$10.6M	+$1.86M	2	0.34%	Increased
224	Waverton Investment Management London, United Kingdom	$10.5M	-$8.15M	1	0.69%	Reduced
225	Stifel Financial St. Louis, Missouri	$10.2M	-$363K	3	0.04%	Reduced