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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
301	WSA Willow Street Advisors Naples, Florida	$2.1M	+$1.92M	1	1.35%	New
302	Curi RMB Capital Chicago, Illinois	$2.09M	+$2.11M	1	0.16%	New
303	MSR Main Street Research Lakeville, Connecticut	$2.09M	+$2.1M	1	0.63%	New
304	CT Coastline Trust Providence, Rhode Island	$2.06M	+$2.07M	1	0.63%	New
305	Arizona State Retirement System Phoenix, Arizona	$2.01M	+$1.99M	3	0.03%	New
306	Kornitzer Capital Management Shawnee Mission, Kansas	$2.01M	+$2.02M	1	0.03%	New
307	HP Harvey Partners Tarrytown, New York	$1.99M	+$2.03M	1	0.99%	New
308	Retirement Systems of Alabama Montgomery, Alabama	$1.98M	+$2.02M	1	0.01%	New
309	Needham Investment Management New York	$1.94M	+$1.87M	1	0.45%	New
310	Capital International Inc Los Angeles, California	$1.93M	+$1.94M	1	0.07%	New
311	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.92M	+$1.81M	3	0.03%	New
312	Oaktree Capital Management Los Angeles, California	$1.92M	+$1.93M	1	0.04%	New
313	TCM Tufton Capital Management Hunt Valley, Maryland	$1.85M	+$1.86M	1	0.44%	New
314	Axa Paris, France	$1.8M	+$1.82M	3	0.01%	New
315	Analytic Investors Los Angeles, California	$1.79M	+$1.8M	1	0.03%	New
316	SCM Sigma Capital Management Stamford, Connecticut	$1.78M	+$1.62M	2	0.08%	New
317	Spot Trading Chicago, Illinois	$1.76M	+$1.77M	3	0.01%	New
318	Veritable Wilmington, Delaware	$1.75M	+$1.76M	1	0.04%	New
319	OCM Orleans Capital Management Mandeville, Louisiana	$1.74M	+$1.75M	1	0.98%	New
320	Group One Trading Chicago, Illinois	$1.7M	+$1.71M	4	0.04%	New
321	Jacobs Levy Equity Management Florham Park, New Jersey	$1.67M	+$1.69M	2	0.03%	New
322	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.65M	+$1.68M	1	0.13%	New
323	FMT First Mercantile Trust Cordova, Tennessee	$1.63M	+$1.63M	3	0.14%	New
324	Sit Investment Associates Minneapolis, Minnesota	$1.56M	+$1.57M	1	0.03%	New
325	Highbridge Capital Management New York	$1.54M	+$1.57M	2	0.02%	New