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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	M&T Bank Buffalo, New York	$13.8M	+$110K	3	0.07%	Increased
202	Putnam Investments Boston, Massachusetts	$13.6M	+$1.44M	1	0.03%	Increased
203	HighTower Advisors Chicago, Illinois	$13.2M	-$99.5K	2	0.09%	Reduced
204	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.2M	+$497K	4	0.16%	Increased
205	Mariner Overland Park, Kansas	$13.1M	+$2.03M	2	0.19%	Increased
206	HCM Hollencrest Capital Management Newport Beach, California	$12.5M	$0	1	1.67%	Maintained
207	Prudential plc London, England, United Kingdom	$12.3M	+$11.2M	1	0.04%	Increased
208	Capital International Sarl Los Angeles, California	$12.1M	-$1.72M	1	1.51%	Reduced
209	AssetMark Inc Concord, California	$12M	+$180K	5	0.11%	Increased
210	Impax Asset Management Group London, United Kingdom	$11.9M	-$1.49M	1	0.16%	Reduced
211	Legal & General Group London, United Kingdom	$11.9M	+$717K	6	0.01%	Increased
212	Nomura Asset Management Tokyo, Japan	$11.6M	+$221K	1	0.11%	Increased
213	Generation Investment Management London, United Kingdom	$11.5M	-$87.5K	1	0.08%	Reduced
214	AI Atom Investors Austin, Texas	$11.4M	-$3.31M	1	0.96%	Reduced
215	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.4M	+$1.54M	1	1.03%	Increased
216	Covington Capital Management Los Angeles, California	$11.2M	-$107K	1	0.69%	Reduced
217	Jupiter Asset Management London, United Kingdom	$11.2M	-$635K	1	0.36%	Reduced
218	JCM Janney Capital Management Pittsburgh, Pennsylvania	$11.1M	-$598K	1	0.58%	Reduced
219	OAMU Ostrum Asset Management US New York	$11.1M	+$9.9M	1	3.09%	Increased
220	DWM Doyle Wealth Management St. Petersburg, Florida	$11.1M	+$4.03M	1	1.61%	Increased
221	Panagora Asset Management Boston, Massachusetts	$11M	-$234K	4	0.05%	Reduced
222	Alyeska Investment Group Chicago, Illinois	$10.8M	+$10.1M	1	0.14%	New
223	Aviva London, United Kingdom	$10.7M	-$99.2K	1	0.07%	Reduced
224	QS Investors New York	$10.7M	+$3.33M	4	0.12%	Increased
225	Jupiter Investment Management London, United Kingdom	$10.6M	-$2.59M	1	0.1%	Reduced