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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	RhumbLine Advisers Boston, Massachusetts	$10M	+$606K	5	0.02%	Increased
252	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$10M	+$888K	3	0.15%	Increased
253	Select Equity Group New York	$9.93M	+$8.02M	1	0.07%	Increased
254	Grimes & Company Westborough, Massachusetts	$9.67M	+$119K	2	0.69%	Increased
255	MAM Majedie Asset Management London, United Kingdom	$9.66M	-$1.19M	1	0.82%	Reduced
256	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$9.45M	+$270K	1	0.88%	Increased
257	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$9.44M	+$199K	1	0.05%	Increased
258	WC Walthausen & Co Malta, New York	$9.35M	$0	1	1.3%	Maintained
259	ACM Alight Capital Management New York	$9.3M	+$8.53M	1	5.4%	New
260	NONA Ninety One North America New York	$9.27M	+$2.06M	1	0.84%	Increased
261	Avalon Investment & Advisory Houston, Texas	$9.23M	+$36.7K	1	0.2%	Increased
262	PIM Paradice Investment Management Denver, Colorado	$9.21M	+$6.95M	1	0.68%	Increased
263	Balyasny Asset Management Chicago, Illinois	$9.13M	-$27.6M	2	0.06%	Reduced
264	OCM Olstein Capital Management Purchase, New York	$9.1M	-$1.07M	1	1.42%	Reduced
265	ZDA Zweig-DiMenna Associates New York	$9.07M	-$704K	1	0.8%	Reduced
266	Zurich Cantonal Bank Zurich, Switzerland	$8.92M	+$2.67M	5	0.07%	Increased
267	Bridgeway Capital Management Houston, Texas	$8.91M	-$323K	1	0.12%	Reduced
268	Moore Capital Management New York	$8.83M	+$8.1M	1	0.35%	New
269	Fifth Third Bancorp Cincinnati, Ohio	$8.74M	+$43.6K	2	0.05%	Increased
270	MFWM Motley Fool Wealth Management Alexandria, Virginia	$8.72M	-$2.86K	1	0.58%	Reduced
271	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$8.69M	+$152K	1	0.95%	Increased
272	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$8.55M	+$1.1M	1	1.59%	Increased
273	SCM Somerset Capital Management London, United Kingdom	$8.52M	$0	1	1.97%	Maintained
274	Martingale Asset Management Boston, Massachusetts	$8.49M	+$1.15M	2	0.09%	Increased
275	FBC Fairfield, Bush & Co Darien, Connecticut	$8.47M	-$453K	1	2.93%	Reduced