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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	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$32.2M	+$6.66M	1	0.16%	Increased
252	JCM Janney Capital Management Pittsburgh, Pennsylvania	$32M	-$1.12M	1	2.21%	Reduced
253	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$32M	+$27.8M	1	5.51%	New
254	Covington Capital Management Los Angeles, California	$31.8M	-$840K	1	1.43%	Reduced
255	CC Clearline Capital New York	$31.4M	-$10.1M	1	7.01%	Reduced
256	MTC McDaniel Terry & Co Austin, Texas	$31.3M	+$156K	1	3.97%	Increased
257	Osaic Holdings Scottsdale, Arizona	$31.3M	+$799K	8	0.08%	Increased
258	Waverton Investment Management London, United Kingdom	$30.9M	+$5.17M	1	1.43%	Increased
259	Prudential Financial Newark, New Jersey	$30.6M	-$2.77M	5	0.05%	Reduced
260	United Capital Financial Advisors Irving, Texas	$30.2M	-$6.04M	2	0.18%	Reduced
261	Todd Asset Management Louisville, Kentucky	$30M	-$10.7M	1	0.77%	Reduced
262	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$29.8M	+$595K	1	1.14%	Increased
263	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$29.8M	+$13.3M	4	0.23%	Increased
264	LPL Financial San Diego, California	$29.6M	+$4.09M	5	0.04%	Increased
265	VCM Vigilant Capital Management Portland, Maine	$28.7M	-$4.38M	2	2.75%	Reduced
266	Westfield Capital Management Boston, Massachusetts	$28.6M	+$26.1M	1	0.17%	New
267	Kennedy Capital Management St Louis, Missouri	$28.5M	-$266K	2	0.64%	Reduced
268	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$28.2M	-$16.7M	1	1.59%	Reduced
269	Parallax Volatility Advisers San Francisco, California	$27.4M	+$17.6M	4	0.02%	Increased
270	PFM Parsec Financial Management Asheville, North Carolina	$26.9M	-$1.67M	1	1.46%	Reduced
271	M&G Investment Management London, United Kingdom	$26.7M	-$4.3M	1	0.17%	Reduced
272	DWM Doyle Wealth Management St. Petersburg, Florida	$26.6M	-$1.25M	1	2.7%	Reduced
273	NP NS Partners London, United Kingdom	$26.2M	-$3.77M	1	1.53%	Reduced
274	MBA Maple-Brown Abbott Barangaroo, Australia	$26.2M	-$2.23M	1	1.69%	Reduced
275	PPCM Pillar Pacific Capital Management Pacifica, California	$26M	-$236K	2	2.17%	Reduced