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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	AR Advisory Research Chicago, Illinois	$21.4M	-$5.85M	1	0.98%	Reduced
202	Winton Group London, United Kingdom	$21.3M	+$7.76M	4	0.3%	Increased
203	Jupiter Investment Management London, United Kingdom	$21.3M	+$1.3M	2	0.3%	Increased
204	Legal & General Group London, United Kingdom	$21M	-$53.6K	6	0.01%	Reduced
205	M&T Bank Buffalo, New York	$20.9M	+$1.05M	4	0.1%	Increased
206	Squarepoint New York	$20.5M	+$9.67M	4	0.12%	Increased
207	WAM WT Asset Management Hong Kong	$20.4M	-$14.1M	1	6.31%	Reduced
208	VCM Vigilant Capital Management Portland, Maine	$20.1M	-$1.03M	1	2.33%	Reduced
209	Truist Financial Charlotte, North Carolina	$20M	+$9.48M	2	0.04%	Increased
210	NPIC Neumeier Poma Investment Counsel Carmel, California	$19.9M	+$2.98M	1	1.53%	Increased
211	JP Morgan Private Wealth Advisors San Francisco, California	$19.7M	+$5.78M	2	0.09%	Increased
212	CIBC Private Wealth Group Atlanta, Georgia	$19.5M	+$1.8M	1	0.06%	Increased
213	SC Shellback Capital Boston, Massachusetts	$19.5M	+$2.34M	1	2.18%	Increased
214	Fort Washington Investment Advisors Cincinnati, Ohio	$19.4M	+$18M	1	0.21%	New
215	Fred Alger Management New York	$19.4M	-$17.4M	1	0.07%	Reduced
216	Two Sigma Investments New York	$19.1M	-$55.4M	4	0.06%	Reduced
217	Comerica Bank Dallas, Texas	$18.3M	+$550K	5	0.14%	Increased
218	Panagora Asset Management Boston, Massachusetts	$18.1M	+$3.46M	4	0.08%	Increased
219	Silvercrest Asset Management New York	$18M	+$7.67M	2	0.14%	Increased
220	Putnam Investments Boston, Massachusetts	$17.9M	+$1.45M	1	0.04%	Increased
221	HCM Hollencrest Capital Management Newport Beach, California	$17.8M	+$24.8K	1	2%	Increased
222	RG Renaissance Group Covington, Kentucky	$17.6M	-$1.74M	2	0.73%	Reduced
223	Oribel Capital Management New York	$17.4M	-$3.3M	1	1.83%	Reduced
224	Tocqueville Asset Management New York	$17.3M	-$11.9K	2	0.25%	Reduced
225	Covington Capital Management Los Angeles, California	$17.3M	-$385K	1	0.91%	Reduced