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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
276	CCP Centaur Capital Partners Southlake, Texas	$4.57M	+$901K	1	6.87%	Increased
277	Cullen Capital Management New York	$4.5M	+$565K	1	0.16%	Increased
278	M&T Bank Buffalo, New York	$4.48M	-$1.84M	4	0.03%	Reduced
279	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$4.45M	-$7.83K	3	0.01%	Reduced
280	Jupiter Asset Management London, United Kingdom	$4.43M	+$666K	2	0.17%	Increased
281	Covington Capital Management Los Angeles, California	$4.41M	+$82.1K	1	0.45%	Increased
282	RhumbLine Advisers Boston, Massachusetts	$4.35M	+$137K	5	0.01%	Increased
283	Highbridge Capital Management New York	$4.35M	-$5.6M	2	0.07%	Reduced
284	Grimes & Company Westborough, Massachusetts	$4.24M	+$226K	1	0.54%	Increased
285	AAM Augustine Asset Management Jacksonville, Florida	$4.22M	+$4.07M	1	3.23%	Increased
286	MPM Meritage Portfolio Management Overland Park, Kansas	$4.2M	+$4.49M	1	0.49%	New
287	CIM Contrarius Investment Management St. Helier, Jersey	$4.15M	+$4.65M	1	0.41%	New
288	CFSG Community Financial Services Group Newport, Vermont	$4.13M	+$96.9K	1	2.05%	Increased
289	ECM EII Capital Management New York	$4.11M	+$936K	1	0.67%	Increased
290	Swiss National Bank Zurich, Switzerland	$4.1M	+$533K	4	0.01%	Increased
291	Advisors Asset Management Monument, Colorado	$4.09M	-$12.4M	3	0.07%	Reduced
292	Scout Investments Kansas City, Missouri	$4.09M	-$33M	1	0.1%	Reduced
293	Putnam Investments Boston, Massachusetts	$4.09M	-$227K	1	0.01%	Reduced
294	DAM Deltec Asset Management New York	$4.06M	-$5.58M	1	1%	Reduced
295	Group One Trading Chicago, Illinois	$4.04M	+$1.74M	6	0.06%	Increased
296	MC Menta Capital San Francisco, California	$4M	+$3.73M	3	0.63%	Increased
297	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$3.84M	-$630K	1	0.36%	Reduced
298	MIC MU Investments Company Tokyo, Japan	$3.81M	$0	1	2.06%	Maintained
299	Kornitzer Capital Management Shawnee Mission, Kansas	$3.77M	$0	1	0.06%	Maintained
300	New York State Teachers Retirement System (NYSTRS) Albany, New York	$3.77M	+$22.3K	3	0.01%	Increased