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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	TimesSquare Capital Management New York	$58.4M	-$3.12M	1	0.66%	Reduced
202	Magnetar Financial Evanston, Illinois	$58.2M	-$763K	1	0.62%	Reduced
203	Westwood Holdings Group Dallas, Texas	$56.4M	-$43.9M	2	0.52%	Reduced
204	Stephens Investment Management Group Houston, Texas	$55.4M	+$888K	2	0.81%	Increased
205	SL Summitry LLC Foster City, California	$54.9M	+$57.4M	1	3.26%	Increased
206	Rubric Capital Management (New York) New York	$54.7M	+$2.65M	1	1.98%	Increased
207	Wasatch Advisors Salt Lake City, Utah	$54.4M	-$19.1M	2	0.27%	Reduced
208	Cambiar Investors Denver, Colorado	$54M	-$11.8M	1	2.03%	Reduced
209	LPL Financial San Diego, California	$53.5M	+$11.3M	6	0.05%	Increased
210	Truist Financial Charlotte, North Carolina	$53.4M	-$2.13M	3	0.08%	Reduced
211	CIBC World Market Toronto, Ontario, Canada	$52.9M	+$860K	1	0.17%	Increased
212	TWI Thomas White International Chicago, Illinois	$52.5M	+$1.55M	3	8.8%	Increased
213	Granahan Investment Management Waltham, Massachusetts	$52.4M	-$3.04M	2	1.3%	Reduced
214	Crossmark Global Holdings Houston, Texas	$52.3M	+$6.8M	5	1.17%	Increased
215	Copeland Capital Management Conshohocken, Pennsylvania	$52.1M	+$182K	1	1.44%	Increased
216	PEAK6 Investments Chicago, Illinois	$52M	+$6.83M	3	0.11%	Increased
217	Marshall Wace London, United Kingdom	$51.8M	-$84.6K	7	0.1%	Reduced
218	Mackenzie Financial Toronto Ontario, Ontario, Canada	$51.5M	-$16.2M	3	0.07%	Reduced
219	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$51.5M	+$52.3M	2	0.06%	Increased
220	London & Capital Asset Management London, United Kingdom	$51.1M	+$894K	1	3.78%	Increased
221	MSL Mackay Shields LLC New York	$50.6M	+$9.3M	1	0.45%	Increased
222	US Bancorp Minneapolis, Minnesota	$50.1M	+$2.69M	8	0.08%	Increased
223	VOYA Investment Management Atlanta, Georgia	$49.2M	+$26.2M	4	0.1%	Increased
224	NHAS Novo Holdings A/S Hellerup, Denmark	$47.8M	+$53.7M	1	2.52%	New
225	Select Equity Group New York	$47.7M	-$44.8M	1	0.15%	Reduced