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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	OCM Olstein Capital Management Purchase, New York	$10.9M	+$1.48M	1	1.45%	Increased
227	AG Ashmore Group London, United Kingdom	$10.9M	-$3.43M	1	6.81%	Reduced
228	Generation Investment Management London, United Kingdom	$10.6M	+$431K	1	0.09%	Increased
229	CIBC Asset Management Toronto, Ontario, Canada	$10.5M	-$744K	1	0.07%	Reduced
230	Capital International Sarl Los Angeles, California	$10.4M	+$174K	1	1.05%	Increased
231	VCM Vigilant Capital Management Portland, Maine	$10.1M	-$240K	1	1.46%	Reduced
232	Aviva London, United Kingdom	$10M	+$6.63M	1	0.06%	Increased
233	MSR Main Street Research Lakeville, Connecticut	$9.99M	+$84.3K	1	1.56%	Increased
234	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$9.96M	+$68.8K	1	0.15%	Increased
235	Covington Capital Management Los Angeles, California	$9.92M	+$351K	1	0.64%	Increased
236	Guggenheim Capital Chicago, Illinois	$9.75M	-$4.93M	5	0.07%	Reduced
237	JP Morgan Private Wealth Advisors San Francisco, California	$9.61M	+$1.74M	2	0.05%	Increased
238	Rothschild & Co Asset Management US Stamford, Connecticut	$9.4M	+$69.9K	1	0.1%	Increased
239	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$9.25M	-$3.94M	2	0.67%	Reduced
240	PPCM Pillar Pacific Capital Management Pacifica, California	$9.23M	+$113K	1	1.07%	Increased
241	Westwood Global Investments Boston, Massachusetts	$9.21M	$0	1	0.89%	Maintained
242	Panagora Asset Management Boston, Massachusetts	$9.16M	-$52.5K	4	0.04%	Reduced
243	IEFM IQ EQ Fund Management Dublin 2, Ireland	$9.14M	+$9.88M	1	2.45%	New
244	SG Americas Securities New York	$9.11M	+$7.79M	5	0.08%	Increased
245	CHAM Clear Harbor Asset Management Stamford, Connecticut	$9.06M	-$117K	1	1.69%	Reduced
246	MFAM Motley Fool Asset Management Alexandria, Virginia	$9.05M	$0	1	1.21%	Maintained
247	TIAA CREF Investment Management New York	$9.01M	-$575K	3	0.01%	Reduced
248	SCM Somerset Capital Management London, United Kingdom	$8.73M	$0	1	1.97%	Maintained
249	FBC Fairfield, Bush & Co Darien, Connecticut	$8.57M	-$480K	1	2.52%	Reduced
250	Bailard Foster City, California	$8.23M	-$889K	2	0.49%	Reduced