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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	Silvercrest Asset Management New York	$2.22M	+$187K	1	0.04%	Increased
302	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.22M	$0	1	0.08%	Maintained
303	Whitebox Advisors Minneapolis, Minnesota	$2.16M	+$1.04M	1	0.11%	Increased
304	VOYA Investment Management Atlanta, Georgia	$2.11M	-$746K	3	0.01%	Reduced
305	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$2.1M	-$8.41K	1	1.07%	Reduced
306	MCM Matterhorn Capital Management San Antonio, Texas	$2.08M	+$67.5K	1	1.04%	Increased
307	DC Deere & Company Moline, Illinois	$2.08M	-$1.05M	3	0.12%	Reduced
308	AIM Acuity Investment Management Toronto, Ontario, Canada	$2.07M	-$1.7M	1	0.28%	Reduced
309	Regents of the University of California Oakland, California	$2.06M	+$2.07M	1	2.36%	New
310	ARTA A.R.T. Advisors New York	$2.04M	-$612K	3	0.11%	Reduced
311	Hardman Johnston Global Advisors Stamford, Connecticut	$1.98M	-$503K	1	0.13%	Reduced
312	WSA Willow Street Advisors Naples, Florida	$1.98M	+$216K	1	1.23%	Increased
313	Arizona State Retirement System Phoenix, Arizona	$1.93M	-$73.4K	3	0.02%	Reduced
314	QS Investors New York	$1.93M	-$1.61M	1	0.08%	Reduced
315	Curi RMB Capital Chicago, Illinois	$1.92M	-$18.8K	1	0.14%	Reduced
316	CT Coastline Trust Providence, Rhode Island	$1.88M	-$25.6K	1	0.55%	Reduced
317	Orbis Holdings Hamilton, Bermuda	$1.85M	+$1.86M	1	0.01%	New
318	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.83M	+$1.84M	1	0.36%	New
319	Analytic Investors Los Angeles, California	$1.82M	$0	1	0.03%	Maintained
320	Needham Investment Management New York	$1.8M	$0	1	0.4%	Maintained
321	RA Rational Advisors Huntington, New York	$1.8M	-$4.74M	1	0.14%	Reduced
322	ACM Ativo Capital Management Chicago, Illinois	$1.79M	-$1.59M	1	0.85%	Reduced
323	AGA Altrinsic Global Advisors Stamford, Connecticut	$1.77M	+$682K	2	0.03%	Increased
324	Marshall Wace North America New York	$1.77M	+$1.23M	2	0.05%	Increased
325	Highbridge Capital Management New York	$1.73M	+$120K	1	0.02%	Increased