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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	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.7M	+$1.59M	2	0.03%	Increased
302	United Capital Financial Advisors Irving, Texas	$3.7M	-$57.8K	2	0.04%	Reduced
303	FFS Founders Financial Securities Towson, Maryland	$3.69M	-$118K	1	1.71%	Reduced
304	Horizon Investments Charlotte, North Carolina	$3.69M	-$245K	1	0.29%	Reduced
305	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3.55M	+$5.25K	2	1.61%	Increased
306	MC Menta Capital San Francisco, California	$3.55M	-$893K	4	0.45%	Reduced
307	Advisors Asset Management Monument, Colorado	$3.55M	-$747K	3	0.06%	Reduced
308	Mirae Asset Global Investments Seoul, South Korea	$3.52M	+$549K	2	0.12%	Increased
309	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.41M	+$311K	1	0.4%	Increased
310	Regions Financial Corp Birmingham, Alabama	$3.38M	+$104K	2	0.05%	Increased
311	MIC Meridian Investment Counsel Lafayette, California	$3.34M	+$114K	1	2.45%	Increased
312	DC Deere & Company Moline, Illinois	$3.33M	+$1.1M	5	0.19%	Increased
313	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.29M	$0	1	0.07%	Maintained
314	Cubist Systematic Strategies Stamford, Connecticut	$3.29M	+$553K	5	0.19%	Increased
315	MCM Matterhorn Capital Management San Antonio, Texas	$3.25M	+$39.6K	1	1.49%	Increased
316	Zurich Cantonal Bank Zurich, Switzerland	$3.22M	-$345K	5	0.04%	Reduced
317	HCM Herndon Capital Management Atlanta, Georgia	$3.2M	+$3.16M	1	0.07%	New
318	FA FDx Advisors Chicago, Illinois	$3.2M	+$429K	1	0.15%	Increased
319	FMT First Mercantile Trust Cordova, Tennessee	$3.19M	-$271K	2	0.33%	Reduced
320	Jane Street New York	$3.19M	-$1.95M	3	0.02%	Reduced
321	State Board of Administration of Florida Retirement System Tallahassee, Florida	$3.18M	+$25.4K	3	0.01%	Increased
322	NP NS Partners London, United Kingdom	$3.17M	+$608K	2	0.57%	Increased
323	SSCM Summit Street Capital Management New York	$3.11M	$0	1	3.51%	Maintained
324	Bessemer Group Woodbridge, New Jersey	$3.06M	+$1.01M	3	0.02%	Increased
325	Azimuth Capital Management Bloomfield Hills, Michigan	$3.05M	+$206K	1	0.3%	Increased