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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	ICP Indus Capital Partners New York	$6.52M	-$400	1	0.62%	Reduced
277	MC Menta Capital San Francisco, California	$6.47M	+$2.72M	4	0.62%	Increased
278	Trillium Asset Management Boston, Massachusetts	$6.45M	-$572K	1	0.41%	Reduced
279	ACM Ativo Capital Management Chicago, Illinois	$6.42M	-$491K	1	1.48%	Reduced
280	SAM Sentinel Asset Management Montpelier, Vermont	$6.21M	+$478K	1	0.15%	Increased
281	FP Foundry Partners Minneapolis, Minnesota	$6.19M	+$261K	3	0.33%	Increased
282	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$6.16M	-$323K	1	0.68%	Reduced
283	PC Passport Capital San Francisco, California	$6.12M	-$8.22M	1	0.13%	Reduced
284	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.06M	-$219K	4	0.03%	Reduced
285	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$6.02M	+$416K	2	0.01%	Increased
286	Grimes & Company Westborough, Massachusetts	$6.02M	-$61.9K	1	0.81%	Reduced
287	LG Leuthold Group Minneapolis, Minnesota	$5.89M	+$420K	4	0.62%	Increased
288	CC Clearline Capital New York	$5.85M	-$15.8M	1	1.82%	Reduced
289	AAM Augustine Asset Management Jacksonville, Florida	$5.83M	-$23.2K	1	4.29%	Reduced
290	MIC MU Investments Company Tokyo, Japan	$5.82M	$0	1	4.27%	Maintained
291	CFSG Community Financial Services Group Newport, Vermont	$5.81M	-$37.6K	1	2.75%	Reduced
292	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.65M	-$42.3K	1	1.03%	Reduced
293	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$5.59M	$0	1	0.47%	Maintained
294	MFWM Motley Fool Wealth Management Alexandria, Virginia	$5.46M	+$62.9K	1	0.58%	Increased
295	Walleye Trading New York	$5.38M	+$2.88M	7	0.04%	Increased
296	NP NS Partners London, United Kingdom	$5.36M	+$126K	1	0.87%	Increased
297	Azimuth Capital Management Bloomfield Hills, Michigan	$5.21M	-$796K	1	0.45%	Reduced
298	RhumbLine Advisers Boston, Massachusetts	$5.2M	-$825K	4	0.01%	Reduced
299	First Eagle Investment Management New York	$5.18M	-$18.4M	1	0.01%	Reduced
300	IIA IPG Investment Advisors San Diego, California	$5.17M	-$469K	1	2.17%	Reduced