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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	Capital International Sarl Los Angeles, California	$9.92M	-$1.76M	1	1.38%	Reduced
227	OCM Olstein Capital Management Purchase, New York	$9.83M	+$332K	1	1.59%	Increased
228	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$9.53M	+$1.53M	1	0.39%	Increased
229	MFAM Motley Fool Asset Management Alexandria, Virginia	$9.5M	$0	1	1.06%	Maintained
230	MTC McDaniel Terry & Co Austin, Texas	$9.41M	+$1.31M	1	1.56%	Increased
231	MAM Majedie Asset Management London, United Kingdom	$9.24M	-$192K	1	0.71%	Reduced
232	FP Foundry Partners Minneapolis, Minnesota	$9.18M	-$5.56M	2	0.36%	Reduced
233	RhumbLine Advisers Boston, Massachusetts	$9.15M	+$391K	4	0.02%	Increased
234	WC Walthausen & Co Malta, New York	$8.98M	-$1.78M	1	1.19%	Reduced
235	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.9M	+$2.72M	3	0.07%	Increased
236	Westwood Global Investments Boston, Massachusetts	$8.78M	$0	1	0.9%	Maintained
237	Twin Tree Management Dallas, Texas	$8.67M	+$8.38M	1	0.04%	Increased
238	Generation Investment Management London, United Kingdom	$8.55M	-$2.6M	1	0.06%	Reduced
239	JP Morgan Private Wealth Advisors San Francisco, California	$8.53M	-$80.2K	2	0.05%	Reduced
240	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.46M	-$437K	1	1.7%	Reduced
241	Nomura Asset Management Tokyo, Japan	$8.36M	-$2.89M	1	0.08%	Reduced
242	ZDA Zweig-DiMenna Associates New York	$8.29M	+$6.97M	1	0.79%	Increased
243	Jupiter Asset Management London, United Kingdom	$8.21M	-$2.58M	1	0.26%	Reduced
244	Panagora Asset Management Boston, Massachusetts	$8.14M	-$2.3M	4	0.04%	Reduced
245	SG Americas Securities New York	$8.07M	+$5.47M	5	0.06%	Increased
246	Grimes & Company Westborough, Massachusetts	$8.04M	+$287K	2	0.61%	Increased
247	OMERS Administration Corp Toronto, Ontario, Canada	$7.83M	+$1.15M	1	0.08%	Increased
248	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$7.77M	+$444K	1	0.05%	Increased
249	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$7.75M	+$290K	3	0.11%	Increased
250	Avalon Investment & Advisory Houston, Texas	$7.75M	-$203K	1	0.17%	Reduced