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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	SCP Seafarer Capital Partners Larkspur, California	$16.7M	$0	1	7.09%	Maintained
202	CIBC Asset Management Toronto, Ontario, Canada	$16.1M	-$1.19M	1	0.11%	Reduced
203	SI Sensato Investors San Francisco, California	$15.9M	-$6.09M	1	4.02%	Reduced
204	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$15.8M	-$3.49M	2	0.26%	Reduced
205	PFM Parsec Financial Management Asheville, North Carolina	$15.8M	-$141K	1	1.25%	Reduced
206	Guggenheim Capital Chicago, Illinois	$15.3M	+$2.93M	6	0.04%	Increased
207	Jane Street New York	$15.3M	+$12.7M	4	0.05%	Increased
208	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.8M	+$15M	6	0.01%	New
209	Cookson Peirce & Co Pittsburgh, Pennsylvania	$14.7M	-$583K	2	1.65%	Reduced
210	Nordea Investment Management Stockholm, Sweden	$14.3M	+$180K	4	0.04%	Increased
211	United Capital Financial Advisors Irving, Texas	$14.1M	+$2.83M	2	0.13%	Increased
212	SCM Segantii Capital Management Hong Kong	$14.1M	+$13.8M	1	3.4%	Increased
213	Citadel Advisors Miami, Florida	$14M	-$1.44M	5	0.01%	Reduced
214	Peregrine Capital Management Minneapolis, Minnesota	$13.9M	-$40.7K	1	0.35%	Reduced
215	ClearBridge Investments New York	$13.8M	+$137K	1	0.01%	Increased
216	Victory Capital Management San Antonio, Texas	$12.7M	+$4.67M	2	0.03%	Increased
217	Cambiar Investors Denver, Colorado	$12.6M	-$2.86M	2	0.2%	Reduced
218	Comerica Bank Dallas, Texas	$12.4M	-$450K	4	0.09%	Reduced
219	State of Wisconsin Investment Board Madison, Wisconsin	$12.2M	-$1.89M	2	0.04%	Reduced
220	KMC Kirr Marbach & Co Columbus, Indiana	$12.2M	-$149K	1	2.71%	Reduced
221	Barclays London, United Kingdom	$12.1M	+$624K	7	0.01%	Increased
222	BNP Paribas Financial Markets Paris, France	$11.8M	-$19M	6	0.04%	Reduced
223	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$11.6M	-$2.75M	1	0.54%	Reduced
224	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$11.6M	+$89.9K	1	0.2%	Increased
225	DZ Bank Frankfurt Am Main, Germany	$11.4M	-$1.81M	1	0.05%	Reduced