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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	Horizon Investments Charlotte, North Carolina	$3.6M	+$219K	2	0.33%	Increased
302	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$3.51M	+$47.5K	1	0.72%	Increased
303	SCP Scoria Capital Partners Stamford, Connecticut	$3.5M	+$3.54M	1	0.87%	New
304	CAM Cortina Asset Management Milwaukee, Wisconsin	$3.5M	+$4.08M	1	0.16%	New
305	D.A. Davidson & Co Great Falls, Montana	$3.5M	+$2.05M	2	0.12%	Increased
306	JP Morgan Private Wealth Advisors San Francisco, California	$3.49M	-$488K	1	0.04%	Reduced
307	FFS Founders Financial Securities Towson, Maryland	$3.47M	+$260K	1	1.72%	Increased
308	United Capital Financial Advisors Irving, Texas	$3.4M	-$3.37M	2	0.04%	Reduced
309	HA Hays Advisory Franklin, Tennessee	$3.37M	-$6.68M	1	0.51%	Reduced
310	SCM Stevens Capital Management Radnor, Pennsylvania	$3.35M	-$421K	3	0.15%	Reduced
311	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.34M	+$236K	1	0.44%	Increased
312	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$3.31M	+$3.65M	3	0.24%	New
313	Regions Financial Corp Birmingham, Alabama	$3.31M	+$208K	2	0.05%	Increased
314	Freestone Capital Holdings Seattle, Washington	$3.31M	+$1.15M	2	0.36%	Increased
315	Sands Capital Management Arlington, Virginia	$3.3M	+$3.34M	1	0.01%	New
316	Profund Advisors Bethesda, Maryland	$3.29M	-$782K	3	0.19%	Reduced
317	Zurich Cantonal Bank Zurich, Switzerland	$3.26M	+$2.75M	4	0.05%	Increased
318	Nomura Asset Management Tokyo, Japan	$3.23M	-$180K	2	0.06%	Reduced
319	FMT First Mercantile Trust Cordova, Tennessee	$3.23M	-$472K	2	0.32%	Reduced
320	Brandywine Global Investment Management Philadelphia, Pennsylvania	$3.21M	+$3.41M	2	0.02%	Increased
321	MCM Matarin Capital Management New York	$3.2M	+$1.52M	1	0.66%	Increased
322	KeyBank National Association Cleveland, Ohio	$3.2M	+$84.1K	2	0.02%	Increased
323	AIG American International Group New York	$3.17M	-$973K	7	0.01%	Reduced
324	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3.05M	+$136K	2	1.47%	Increased
325	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3M	+$290K	1	0.06%	Increased