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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	Bank of Montreal Toronto, Ontario, Canada	$36.5M	+$520K	6	0.03%	Increased
202	Crake Asset Management London, United Kingdom	$36.5M	$0	1	1.93%	Maintained
203	Quilter Plc London, United Kingdom	$36.4M	+$5.19M	1	1.44%	Increased
204	LCP LGT Capital Partners Pfaeffikon, Switzerland	$35.7M	-$6.77M	1	1.5%	Reduced
205	Aviva London, United Kingdom	$35.5M	-$4.5M	1	0.21%	Reduced
206	Cookson Peirce & Co Pittsburgh, Pennsylvania	$35.4M	+$6.47M	1	2.66%	Increased
207	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$35.2M	-$4.76M	1	2%	Reduced
208	Capital International Los Angeles, California	$35.1M	+$1.27M	1	2.38%	Increased
209	DP Dundas Partners Edinburgh, United Kingdom	$34.9M	-$1.02M	1	6.99%	Reduced
210	Egerton Capital (UK) London, United Kingdom	$34.2M	+$32.1M	1	0.21%	New
211	Marshall Wace North America New York	$33.6M	-$23.2M	4	0.22%	Reduced
212	JP Morgan Private Wealth Advisors San Francisco, California	$33.4M	+$2.13M	3	0.13%	Increased
213	Phoenix Financial Givatayim, Israel	$33M	-$2.66M	2	1.38%	Reduced
214	TWI Thomas White International Chicago, Illinois	$32.9M	-$8.28M	1	6.07%	Reduced
215	Meitav Investment House Bene-Beraq, Israel	$32.6M	-$10.3M	2	1.62%	Reduced
216	HA HHLR Advisors Grand Cayman, Cayman Islands	$32.5M	-$53.2M	1	0.25%	Reduced
217	CAM ClariVest Asset Management San Diego, California	$32.3M	-$39.6M	3	1.06%	Reduced
218	Todd Asset Management Louisville, Kentucky	$31.5M	-$7.82M	1	0.94%	Reduced
219	Ensign Peak Advisors Salt Lake City, Utah	$29.9M	+$7.38M	4	0.08%	Increased
220	Truist Financial Charlotte, North Carolina	$29.7M	+$1.75M	2	0.07%	Increased
221	LFDLE La Financiere de L'Echiquier Paris, France	$28.2M	-$12.3M	1	1.96%	Reduced
222	M&T Bank Buffalo, New York	$28M	-$349K	2	0.14%	Reduced
223	NPIC Neumeier Poma Investment Counsel Carmel, California	$27.9M	+$275K	1	2.29%	Increased
224	CIBC World Market Toronto, Ontario, Canada	$27.8M	+$5.37M	1	0.12%	Increased
225	United Capital Financial Advisors Irving, Texas	$27.6M	-$9.03M	2	0.18%	Reduced