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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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$9.38M	+$2.66M	1	0.33%	Increased
252	FBC Fairfield, Bush & Co Darien, Connecticut	$9.29M	-$998K	1	2.61%	Reduced
253	Avalon Investment & Advisory Houston, Texas	$9.28M	+$405K	1	0.26%	Increased
254	SFM Signet Financial Management Parsippany, New Jersey	$9.14M	-$584K	1	1.6%	Reduced
255	LMR Partners London, United Kingdom	$9.13M	-$49M	1	0.58%	Reduced
256	CIBC World Market Toronto, Ontario, Canada	$9M	+$73.4K	1	0.04%	Increased
257	RGI River Global Investors London, United Kingdom	$8.92M	-$853K	1	0.81%	Reduced
258	CIA CSat Investment Advisory Detroit, Michigan	$8.92M	-$794K	1	5.08%	Reduced
259	DnB Asset Management Oslo, Norway	$8.84M	-$654K	2	0.1%	Reduced
260	IEFM IQ EQ Fund Management Dublin 2, Ireland	$8.79M	-$2.42M	1	2.41%	Reduced
261	Fifth Third Bancorp Cincinnati, Ohio	$8.72M	-$272K	1	0.06%	Reduced
262	Panagora Asset Management Boston, Massachusetts	$8.61M	-$931K	4	0.03%	Reduced
263	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.39M	-$961K	1	1.69%	Reduced
264	Grimes & Company Westborough, Massachusetts	$8.39M	+$267K	2	0.67%	Increased
265	Rothschild & Co Asset Management US Stamford, Connecticut	$8.33M	-$370K	1	0.09%	Reduced
266	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$8.31M	-$1.28M	2	0.6%	Reduced
267	ZDA Zweig-DiMenna Associates New York	$8.28M	+$7.77M	1	0.69%	New
268	Kennedy Capital Management St Louis, Missouri	$8.19M	+$4.51M	2	0.15%	Increased
269	Calamos Advisors Naperville, Illinois	$8.15M	+$322K	2	0.04%	Increased
270	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$8.12M	+$55.5K	1	0.77%	Increased
271	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$8.07M	$0	1	0.38%	Maintained
272	CIBC Private Wealth Group Atlanta, Georgia	$8.07M	+$1.37M	1	0.03%	Increased
273	Guggenheim Capital Chicago, Illinois	$8.05M	-$2.53M	5	0.05%	Reduced
274	GH GAM Holding Zurich, Switzerland	$8.02M	+$1.68M	1	0.29%	Increased
275	MFWM Motley Fool Wealth Management Alexandria, Virginia	$7.83M	+$252K	1	0.5%	Increased