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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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$36.5M	+$2.68M	2	0.82%	Increased
202	Wasatch Advisors Salt Lake City, Utah	$36.2M	+$1.3M	2	0.25%	Increased
203	Bessemer Group Woodbridge, New Jersey	$36.2M	-$44.6M	2	0.09%	Reduced
204	Copeland Capital Management Conshohocken, Pennsylvania	$35.8M	+$11.2K	1	1.18%	Increased
205	CIBC World Market Toronto, Ontario, Canada	$35.4M	-$1.97M	1	0.14%	Reduced
206	Nomura Holdings Tokyo, Japan	$35.2M	+$2.59M	3	0.14%	Increased
207	HP Harvey Partners Tarrytown, New York	$35M	+$13.5M	1	5.12%	Increased
208	NMC Nine Masts Capital Central, Hong Kong	$34.9M	-$121M	1	13.49%	Reduced
209	Candriam SCA Strassen, Luxembourg, Luxembourg	$34M	-$8.05M	1	0.24%	Reduced
210	LPL Financial San Diego, California	$33.3M	+$1.3M	5	0.03%	Increased
211	National Bank of Canada Montreal, Quebec, Canada	$33M	-$162M	3	0.18%	Reduced
212	Hood River Capital Management Palm Beach Gardens, Florida	$31.9M	-$47.1M	1	1.22%	Reduced
213	Manning & Napier Group Fairport, New York	$31.8M	-$34.7M	1	0.41%	Reduced
214	BP Bandera Partners New York	$31.2M	$0	1	13.06%	Maintained
215	Leonteq Securities AG Zurich, Switzerland	$31.1M	+$21.4M	2	1.21%	Increased
216	PC Port Capital Chicago, Illinois	$31M	+$7.53M	1	2.52%	Increased
217	Adage Capital Partners Boston, Massachusetts	$30.9M	-$25.4M	1	0.08%	Reduced
218	Pzena Investment Management New York	$30.6M	+$7.97M	1	0.15%	Increased
219	Congress Asset Management Boston, Massachusetts	$29.9M	+$1.42M	2	0.32%	Increased
220	US Bancorp Minneapolis, Minnesota	$29.8M	-$2.5M	7	0.06%	Reduced
221	E Fund Management Guangzhou, China	$29.5M	+$35.5M	1	2.74%	New
222	Truist Financial Charlotte, North Carolina	$29.5M	-$2.52M	3	0.06%	Reduced
223	Pacer Advisors Malvern, Pennsylvania	$28.7M	+$7.94M	4	0.2%	Increased
224	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$28.6M	-$4.56M	3	0.34%	Reduced
225	Eventide Asset Management Boston, Massachusetts	$28.2M	+$151K	1	0.56%	Increased