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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	HP Harvey Partners Tarrytown, New York	$23.1M	+$9.04M	1	5.09%	Increased
277	Fort Washington Investment Advisors Cincinnati, Ohio	$23.1M	+$2.8M	1	0.18%	Increased
278	Twin Tree Management Dallas, Texas	$22.8M	-$10.7M	1	0.04%	Reduced
279	Temasek Holdings Singapore	$22.6M	$0	1	0.12%	Maintained
280	Cooke & Bieler Philadelphia, Pennsylvania	$22.5M	+$6.97M	1	0.22%	Increased
281	Covington Capital Management Los Angeles, California	$22.1M	+$51.7K	1	0.9%	Increased
282	Wolverine Trading Chicago, Illinois	$22M	-$4.42M	3	0.04%	Reduced
283	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$22M	+$644K	1	0.94%	Increased
284	State of Wisconsin Investment Board Madison, Wisconsin	$21.8M	+$8.26M	5	0.06%	Increased
285	MML Investors Services Springfield, Massachusetts	$21.7M	+$202K	3	0.16%	Increased
286	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$21.4M	-$78.7K	2	1.1%	Reduced
287	VCM Vigilant Capital Management Portland, Maine	$21.1M	+$934K	2	1.82%	Increased
288	Putnam Investments Boston, Massachusetts	$21M	+$1.23M	3	0.04%	Increased
289	United Capital Financial Advisors Irving, Texas	$20.9M	+$38.3K	2	0.11%	Increased
290	SFM Systematic Financial Management Teaneck, New Jersey	$20.7M	+$689K	2	0.72%	Increased
291	Flossbach Von Storch Cologne, Germany	$20.5M	-$1.24M	1	0.07%	Reduced
292	PIM Paradice Investment Management Denver, Colorado	$20.4M	$0	1	1.56%	Maintained
293	CC Clearline Capital New York	$20.1M	+$559K	1	2.6%	Increased
294	Emerald Advisers Leola, Pennsylvania	$20M	-$1.6M	2	1.03%	Reduced
295	Yousif Capital Management Bloomfield Hills, Michigan	$19.1M	+$4.39M	6	0.25%	Increased
296	DWM Doyle Wealth Management St. Petersburg, Florida	$19.1M	+$301K	1	1.54%	Increased
297	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.8M	+$4.29M	1	0.01%	Increased
298	State of Michigan Retirement System Lansing, Michigan	$18.8M	+$1.9K	2	0.13%	Increased
299	Todd Asset Management Louisville, Kentucky	$18.6M	-$347K	1	0.48%	Reduced
300	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$18.4M	-$5.09K	1	0.85%	Reduced