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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
251	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$5.67M	+$5.6M	2	0.66%	New
252	Jupiter Asset Management London, United Kingdom	$5.63M	+$796K	2	0.21%	Increased
253	GAAM Guinness Atkinson Asset Management Pasadena, California	$5.46M	-$898K	1	3.17%	Reduced
254	C WorldWide Group Copenhagen, Denmark	$5.45M	-$210K	2	0.1%	Reduced
255	VAM Visium Asset Management New York	$5.43M	-$2.12M	1	0.08%	Reduced
256	WAM World Asset Management Detroit, Michigan	$5.39M	+$123K	2	0.2%	Increased
257	Capital Fund Management (CFM) Paris, France	$5.35M	-$32M	3	0.06%	Reduced
258	PPCM Pillar Pacific Capital Management Pacifica, California	$5.29M	+$141K	1	0.95%	Increased
259	Trillium Asset Management Boston, Massachusetts	$5.25M	-$900K	1	0.35%	Reduced
260	Capital International Inc Los Angeles, California	$5.24M	-$11.2K	1	0.46%	Reduced
261	ECM EII Capital Management New York	$5.22M	$0	1	1.32%	Maintained
262	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$5.19M	-$244K	2	0.36%	Reduced
263	First Pacific Advisors El Segundo, California	$5.15M	-$781K	1	0.05%	Reduced
264	BAC Boys Arnold & Co Asheville, North Carolina	$5.11M	+$2.27M	1	0.56%	Increased
265	Raymond James Financial Services Advisors St. Petersburg, Florida	$5.09M	+$4.02M	1	0.06%	Increased
266	Cullen Capital Management New York	$5.02M	+$86K	1	0.17%	Increased
267	GE General Electric Evendale, Ohio	$5.01M	-$688K	1	0.02%	Reduced
268	Covington Capital Management Los Angeles, California	$4.94M	+$107K	1	0.48%	Increased
269	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.88M	+$56.7K	1	1.01%	Increased
270	RhumbLine Advisers Boston, Massachusetts	$4.86M	+$239K	5	0.02%	Increased
271	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$4.71M	+$79.4K	3	0.01%	Increased
272	AAM Augustine Asset Management Jacksonville, Florida	$4.7M	+$68.3K	1	3.63%	Increased
273	MCM Matarin Capital Management New York	$4.65M	+$544K	1	0.7%	Increased
274	Grimes & Company Westborough, Massachusetts	$4.62M	-$26.2K	1	0.62%	Reduced
275	M&T Bank Buffalo, New York	$4.59M	-$277K	2	0.03%	Reduced