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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	Westwood Holdings Group Dallas, Texas	$14.6M	+$2.17M	1	0.12%	Increased
202	California Public Employees Retirement System Sacramento, California	$14.6M	-$1.42M	5	0.02%	Reduced
203	Stifel Financial St. Louis, Missouri	$14.2M	+$609K	4	0.04%	Increased
204	Federated Hermes Pittsburgh, Pennsylvania	$13.9M	-$768K	3	0.04%	Reduced
205	Advisors Asset Management Monument, Colorado	$13.7M	+$7.4M	4	0.23%	Increased
206	NP NS Partners London, United Kingdom	$13.5M	-$3.21M	1	1.39%	Reduced
207	NC Nokomis Capital Dallas, Texas	$13.5M	+$2.44M	1	2.5%	Increased
208	PNC Financial Services Group Pittsburgh, Pennsylvania	$13.4M	-$47.6K	6	0.01%	Reduced
209	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.3M	-$3.24M	4	0.16%	Reduced
210	Brown Advisory Baltimore, Maryland	$13M	+$375K	1	0.04%	Increased
211	CC Carlson Capital Dallas, Texas	$12.9M	-$2.35M	1	0.18%	Reduced
212	FP Foundry Partners Minneapolis, Minnesota	$12.8M	+$827K	2	0.52%	Increased
213	HighTower Advisors Chicago, Illinois	$12.6M	+$695K	1	0.1%	Increased
214	Zurich Insurance Group Zurich, Switzerland	$12.5M	-$4.53M	1	0.28%	Reduced
215	Jupiter Asset Management London, United Kingdom	$12.4M	+$622K	1	0.36%	Increased
216	M&T Bank Buffalo, New York	$12.1M	+$401K	2	0.06%	Increased
217	DG Delek Group Herzliya, Israel	$12M	-$569K	1	0.51%	Reduced
218	NPIC Neumeier Poma Investment Counsel Carmel, California	$11.9M	+$11.9M	1	1.11%	New
219	AssetMark Inc Concord, California	$11.8M	+$529K	3	0.12%	Increased
220	JCM Janney Capital Management Pittsburgh, Pennsylvania	$11.8M	-$5.98M	1	0.52%	Reduced
221	Prudential plc London, England, United Kingdom	$11.3M	+$31.9K	2	0.04%	Increased
222	Winton Group London, United Kingdom	$11.1M	+$3.3M	2	0.28%	Increased
223	HCM Hollencrest Capital Management Newport Beach, California	$11.1M	-$84.6K	1	1.47%	Reduced
224	Putnam Investments Boston, Massachusetts	$11M	-$485K	1	0.03%	Reduced
225	Peregrine Capital Management Minneapolis, Minnesota	$11M	-$8.08M	1	0.27%	Reduced