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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	Scout Investments Kansas City, Missouri	$6.51M	-$1.24M	1	0.16%	Reduced
302	AAM Augustine Asset Management Jacksonville, Florida	$6.5M	-$1.32M	1	3.71%	Reduced
303	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$6.43M	-$120K	1	0.71%	Reduced
304	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$6.33M	+$4.16M	2	0.23%	Increased
305	GH GAM Holding Zurich, Switzerland	$6.28M	-$904K	2	0.22%	Reduced
306	AL Arnhold LLC New York	$6.25M	+$6.02M	1	1.18%	New
307	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$6.18M	+$2.03M	1	0.04%	Increased
308	JCP Jabre Capital Partners Geneva, Switzerland	$6.13M	+$6.1M	1	1.32%	New
309	BDS Banco de Sabadell Miami, Florida	$5.99M	+$5.07M	2	0.72%	Increased
310	Nordea Investment Management Stockholm, Sweden	$5.93M	-$5.56M	2	0.01%	Reduced
311	Mariner Overland Park, Kansas	$5.92M	-$218K	1	0.21%	Reduced
312	FM Forward Management San Francisco, California	$5.84M	+$38.4K	1	0.85%	Increased
313	KeyBank National Association Cleveland, Ohio	$5.79M	+$6.71K	1	0.03%	Increased
314	New York State Teachers Retirement System (NYSTRS) Albany, New York	$5.79M	$0	3	0.01%	Maintained
315	FA FDx Advisors Chicago, Illinois	$5.78M	-$800K	4	0.17%	Reduced
316	MIC Meridian Investment Counsel Lafayette, California	$5.77M	-$22.6K	1	3.27%	Reduced
317	LWM Lenox Wealth Management Cincinnati, Ohio	$5.76M	+$208K	1	1.86%	Increased
318	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.75M	-$3.54M	1	0.81%	Reduced
319	Azimuth Capital Management Bloomfield Hills, Michigan	$5.64M	+$283K	1	0.41%	Increased
320	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$5.56M	+$371K	2	1.72%	Increased
321	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.5M	+$28.7K	1	1.24%	Increased
322	William Blair & Company Chicago, Illinois	$5.44M	+$373K	1	0.04%	Increased
323	Arizona State Retirement System Phoenix, Arizona	$5.44M	-$438K	3	0.05%	Reduced
324	CPIM Columbia Partners Investment Management Alexandria, Virginia	$5.43M	+$5.41M	1	0.69%	New
325	ACM Ativo Capital Management Chicago, Illinois	$5.42M	+$242K	3	1.54%	Increased