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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	CHAM Clear Harbor Asset Management Stamford, Connecticut	$4.16M	+$2.14M	2	0.84%	Increased
302	JIR James Investment Research Alpha, Ohio	$4.15M	-$1.98M	3	0.11%	Reduced
303	CFSG Community Financial Services Group Newport, Vermont	$4.08M	+$70K	1	1.88%	Increased
304	Kornitzer Capital Management Shawnee Mission, Kansas	$4.07M	$0	1	0.05%	Maintained
305	Grimes & Company Westborough, Massachusetts	$4.04M	+$70.5K	1	1.04%	Increased
306	Voloridge Investment Management Jupiter, Florida	$4.03M	+$3.93M	1	0.24%	New
307	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.03M	+$3.92M	1	0.01%	New
308	SFM Systematic Financial Management Teaneck, New Jersey	$4.01M	-$2.1M	1	0.03%	Reduced
309	Cubist Systematic Strategies Stamford, Connecticut	$3.98M	+$1.11M	6	0.21%	Increased
310	BCAM Boston Common Asset Management Boston, Massachusetts	$3.93M	+$439K	1	0.22%	Increased
311	KeyBank National Association Cleveland, Ohio	$3.89M	-$471K	2	0.03%	Reduced
312	United Capital Financial Advisors Irving, Texas	$3.88M	-$189K	3	0.06%	Reduced
313	Azimuth Capital Management Bloomfield Hills, Michigan	$3.83M	+$1.32M	1	0.39%	Increased
314	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$3.79M	+$40.1K	1	0.69%	Increased
315	Brandywine Global Investment Management Philadelphia, Pennsylvania	$3.78M	+$3.65M	2	0.03%	Increased
316	ETrade Capital Management Arlington, Virginia	$3.76M	-$44.8K	1	0.23%	Reduced
317	BlackRock Japan Tokyo, Japan	$3.75M	-$102K	3	0.01%	Reduced
318	AIG American International Group New York	$3.68M	+$918K	7	0.02%	Increased
319	Silvercrest Asset Management New York	$3.65M	+$532K	1	0.05%	Increased
320	First Pacific Advisors El Segundo, California	$3.62M	-$5.86M	1	0.03%	Reduced
321	Cullen Capital Management New York	$3.58M	+$632K	1	0.1%	Increased
322	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.58M	+$1.42M	5	0.01%	Increased
323	NCM Newgate Capital Management Greenwich, Connecticut	$3.52M	-$452K	2	2.32%	Reduced
324	ACM Ativo Capital Management Chicago, Illinois	$3.45M	+$3.21M	2	1.42%	Increased
325	TAM THB Asset Management Norwalk, Connecticut	$3.44M	+$1.74M	1	0.23%	Increased