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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	Trillium Asset Management Boston, Massachusetts	$6.05M	$0	1	0.4%	Maintained
252	ANI American National Insurance Galveston, Texas	$6.03M	-$11.8K	2	0.36%	Reduced
253	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$5.99M	+$2.23M	4	0.05%	Increased
254	CMG Cavalry Management Group San Francisco, California	$5.76M	+$1.93M	1	8.59%	Increased
255	Covington Capital Management Los Angeles, California	$5.75M	+$52.9K	1	0.55%	Increased
256	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$5.74M	-$3.39M	1	0.72%	Reduced
257	GAAM Guinness Atkinson Asset Management Pasadena, California	$5.73M	-$495K	1	3.54%	Reduced
258	Cullen Capital Management New York	$5.7M	-$73.7K	1	0.2%	Reduced
259	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.7M	+$51.1K	1	1.06%	Increased
260	Profund Advisors Bethesda, Maryland	$5.62M	+$1.26M	4	0.29%	Increased
261	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$5.51M	+$646K	3	0.01%	Increased
262	T. Rowe Price Associates Baltimore, Maryland	$5.49M	-$7.85M	5	0%	Reduced
263	Swiss National Bank Zurich, Switzerland	$5.31M	+$909K	4	0.01%	Increased
264	RhumbLine Advisers Boston, Massachusetts	$5.3M	+$213K	5	0.02%	Increased
265	M&T Bank Buffalo, New York	$5.3M	+$27.8K	2	0.04%	Increased
266	Grimes & Company Westborough, Massachusetts	$5.26M	-$54K	1	0.68%	Reduced
267	CFSG Community Financial Services Group Newport, Vermont	$5.11M	-$40.1K	1	2.5%	Reduced
268	MIC MU Investments Company Tokyo, Japan	$5.07M	$0	1	3.2%	Maintained
269	GCP Garelick Capital Partners Boston, Massachusetts	$5.06M	+$4.71M	1	3.95%	New
270	Azimuth Capital Management Bloomfield Hills, Michigan	$5.05M	+$1.38M	1	0.48%	Increased
271	Granahan Investment Management Waltham, Massachusetts	$5.05M	+$4.7M	1	0.18%	New
272	ECM EII Capital Management New York	$5.05M	-$19.2K	1	1.39%	Reduced
273	FM Forward Management San Francisco, California	$5.02M	-$1.96M	1	0.41%	Reduced
274	IIA IPG Investment Advisors San Diego, California	$4.86M	-$1.63M	1	2.19%	Reduced
275	DVM Dreman Value Management West Palm Beach, Florida	$4.83M	+$2.83M	2	0.55%	Increased