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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
226	Raymond James Financial Services Advisors St. Petersburg, Florida	$11.3M	+$5.83M	2	0.08%	Increased
227	UBS O'Connor Chicago, Illinois	$11.2M	-$5.94M	1	0.18%	Reduced
228	Jupiter Asset Management London, United Kingdom	$11.2M	+$242K	1	0.39%	Increased
229	Stifel Financial St. Louis, Missouri	$11.2M	+$655K	3	0.04%	Increased
230	ZAM Zevin Asset Management Boston, Massachusetts	$11M	-$364K	1	2.78%	Reduced
231	HighTower Advisors Chicago, Illinois	$11M	+$1.66M	2	0.1%	Increased
232	HCM Hollencrest Capital Management Newport Beach, California	$10.7M	$0	1	1.61%	Maintained
233	QS Investors New York	$10.7M	+$1.74M	5	0.09%	Increased
234	VCM Vigilant Capital Management Portland, Maine	$10.7M	+$23.9K	1	1.74%	Increased
235	Panagora Asset Management Boston, Massachusetts	$10.6M	+$2.14M	4	0.04%	Increased
236	Cullen Capital Management New York	$10.3M	-$1.66M	1	0.36%	Reduced
237	Westwood Holdings Group Dallas, Texas	$10.3M	+$4.32M	1	0.08%	Increased
238	LMR Partners London, United Kingdom	$10.2M	+$10.1M	1	0.64%	New
239	Generation Investment Management London, United Kingdom	$10.1M	+$3.01M	1	0.1%	Increased
240	ACM Ativo Capital Management Chicago, Illinois	$10.1M	+$1.6M	3	2.77%	Increased
241	FBC Fairfield, Bush & Co Darien, Connecticut	$10.1M	-$61.4K	1	3.23%	Reduced
242	CHAM Clear Harbor Asset Management Stamford, Connecticut	$9.98M	-$727K	1	1.91%	Reduced
243	M&T Bank Buffalo, New York	$9.98M	-$212K	2	0.06%	Reduced
244	DnB Asset Management Oslo, Norway	$9.87M	-$21.3K	2	0.14%	Reduced
245	Squarepoint New York	$9.52M	+$7.03M	4	0.19%	Increased
246	FP Foundry Partners Minneapolis, Minnesota	$9.42M	+$724K	3	0.39%	Increased
247	PHS Pekin Hardy Strauss Chicago, Illinois	$9.41M	+$5.01M	1	1.48%	Increased
248	Mawer Investment Management Calgary, Alberta, Canada	$9.33M	+$7.54M	1	0.09%	Increased
249	ACM Ashford Capital Management Wilmington, Delaware	$9.13M	+$1.16M	1	1.59%	Increased
250	WAM World Asset Management Detroit, Michigan	$8.97M	-$513K	2	0.31%	Reduced