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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	VCM Voce Capital Management San Francisco, California	$5.41M	-$697K	1	7.19%	Reduced
302	Mutual of America Capital Management New York	$5.36M	+$639K	1	0.09%	Increased
303	O'Shaughnessy Asset Management Stamford, Connecticut	$5.33M	-$1.07M	4	0.12%	Reduced
304	STRS Ohio Columbus, Ohio	$5.28M	+$611K	3	0.02%	Increased
305	Zurich Cantonal Bank Zurich, Switzerland	$5.09M	-$1.16M	5	0.05%	Reduced
306	PCM Piermont Capital Management St. Louis, Missouri	$5.09M	+$472K	2	1.68%	Increased
307	Tokio Marine Asset Management Tokyo, Japan	$5.05M	-$665K	1	0.76%	Reduced
308	MIC Meridian Investment Counsel Lafayette, California	$4.99M	$0	1	2.89%	Maintained
309	SG Americas Securities New York	$4.87M	+$4.16M	4	0.04%	Increased
310	KeyBank National Association Cleveland, Ohio	$4.82M	+$186K	1	0.03%	Increased
311	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$4.81M	-$508K	3	0.01%	Reduced
312	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$4.8M	-$17.6K	1	0.01%	Reduced
313	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4.8M	-$166K	2	1.68%	Reduced
314	Brinker Capital Berwyn, Pennsylvania	$4.76M	-$24.3K	1	0.2%	Reduced
315	Mariner Overland Park, Kansas	$4.73M	-$326K	1	0.21%	Reduced
316	SIA SeaBridge Investment Advisors Summit, New Jersey	$4.64M	+$20.4K	1	1.08%	Increased
317	ELI Empire Life Investments Toronto, Ontario, Canada	$4.55M	-$333K	1	0.37%	Reduced
318	Azimuth Capital Management Bloomfield Hills, Michigan	$4.5M	+$128K	1	0.34%	Increased
319	Los Angeles Capital Management Los Angeles, California	$4.46M	+$1.02M	3	0.03%	Increased
320	Nomura Asset Management Tokyo, Japan	$4.46M	+$4.13M	2	0.06%	Increased
321	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.32M	+$218K	1	0.57%	Increased
322	OCM Olstein Capital Management Purchase, New York	$4.29M	+$908K	1	0.55%	Increased
323	CC Clearline Capital New York	$4.29M	+$611K	1	3.12%	Increased
324	CIBC Private Wealth Group Atlanta, Georgia	$4.26M	+$4.09M	2	0.02%	New
325	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.22M	-$2.14M	1	0.26%	Reduced