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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$10.2M	+$8.49M	1	0.03%	Increased
302	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$10M	+$193K	2	0.99%	Increased
303	ACB Aristotle Capital Boston Boston, Massachusetts	$9.94M	+$9.63M	1	0.3%	New
304	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$9.84M	+$836K	1	2.15%	Increased
305	Brinker Capital Berwyn, Pennsylvania	$9.77M	+$773K	4	0.31%	Increased
306	Thompson Siegel & Walmsley Richmond, Virginia	$9.71M	+$9.42M	2	0.2%	New
307	Kornitzer Capital Management Shawnee Mission, Kansas	$9.61M	$0	1	0.19%	Maintained
308	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$9.61M	+$345K	1	0.68%	Increased
309	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$9.47M	-$465K	1	0.13%	Reduced
310	TCM Tygh Capital Management Portland, Oregon	$9.45M	-$1.73M	1	1.97%	Reduced
311	SCM Sandler Capital Management New York	$9.43M	+$8.75M	1	0.9%	New
312	Asset Management One Tokyo, Japan	$9.36M	+$1.99M	1	0.05%	Increased
313	QS Investors New York	$9.35M	-$2.92M	3	0.13%	Reduced
314	Advisors Asset Management Monument, Colorado	$9.23M	-$754K	4	0.18%	Reduced
315	Granahan Investment Management Waltham, Massachusetts	$9.09M	+$90.4K	1	0.33%	Increased
316	LPL Financial San Diego, California	$9.05M	+$2.45M	3	0.02%	Increased
317	CWA Asset Management Group Naples, Florida	$8.94M	-$4.8K	1	1.57%	Reduced
318	Nomura Holdings Tokyo, Japan	$8.91M	+$3.09M	2	0.03%	Increased
319	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.83M	+$8.56M	1	1.07%	New
320	CWM Cabot Wealth Management Salem, Massachusetts	$8.59M	+$25.3K	1	1.71%	Increased
321	Azimuth Capital Management Bloomfield Hills, Michigan	$8.57M	-$1.52M	1	0.55%	Reduced
322	WI Wafra Inc New York	$8.55M	$0	1	0.54%	Maintained
323	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$8.52M	$0	1	3.48%	Maintained
324	CCP Clough Capital Partners Boston, Massachusetts	$8.5M	+$7.89M	1	0.83%	New
325	JHP James Hambro & Partners London, United Kingdom	$8.49M	+$7.88M	1	1.31%	New