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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	MTC McDaniel Terry & Co Austin, Texas	$30.4M	+$35.9K	1	3.29%	Increased
277	B. Metzler seel. Sohn & Co Frankfurt, Germany	$30M	-$3.59M	1	0.4%	Reduced
278	PC Port Capital Chicago, Illinois	$29.9M	+$965K	1	2.07%	Increased
279	Lord, Abbett & Co Jersey City, New Jersey	$29.8M	-$9.6M	1	0.08%	Reduced
280	Locust Wood Capital Advisers New York	$29.2M	+$32.8M	1	1.6%	New
281	MS Mizuho Securities Tokyo, Japan	$28.8M	+$32.3M	1	6.27%	New
282	Temasek Holdings Singapore	$28.8M	+$32.3M	1	0.12%	New
283	Covington Capital Management Los Angeles, California	$28.1M	+$219K	2	1.01%	Increased
284	Flossbach Von Storch Cologne, Germany	$27.5M	-$11.3M	1	0.08%	Reduced
285	MML Investors Services Springfield, Massachusetts	$27.4M	+$1.03M	3	0.19%	Increased
286	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$27.4M	+$747K	2	1.3%	Increased
287	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$27.4M	-$1.92M	1	1%	Reduced
288	CIM Chiron Investment Management New York	$27.2M	+$6.52M	1	3.12%	Increased
289	Emerald Advisers Leola, Pennsylvania	$26.8M	-$7.89M	2	1.02%	Reduced
290	United Capital Financial Advisors Irving, Texas	$26.6M	-$243K	2	0.13%	Reduced
291	CFM Coronation Fund Managers Cape Town, South Africa	$26.2M	-$28.3M	1	1.02%	Reduced
292	PIM Paradice Investment Management Denver, Colorado	$26M	+$1.99M	1	1.52%	Increased
293	VCM Vigilant Capital Management Portland, Maine	$25.8M	+$195K	2	1.97%	Increased
294	HIM HughesLittle Investment Management Vancouver,	$25.8M	+$28.9M	1	5.88%	New
295	Exchange Traded Concepts Oklahoma City, Oklahoma	$25.6M	-$4.38M	3	0.51%	Reduced
296	Fort Washington Investment Advisors Cincinnati, Ohio	$25.5M	+$3.46M	1	0.16%	Increased
297	WIC Water Island Capital New York	$25.3M	+$10.5M	1	1.28%	Increased
298	Capital International Sarl Los Angeles, California	$25.3M	-$39.5M	2	1.25%	Reduced
299	Putnam Investments Boston, Massachusetts	$25M	+$757K	3	0.04%	Increased
300	SFM Systematic Financial Management Teaneck, New Jersey	$25M	-$1.19M	2	0.78%	Reduced