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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	JCM Janney Capital Management Pittsburgh, Pennsylvania	$23.5M	-$457K	1	1.57%	Reduced
302	WP Wedgewood Partners St Louis, Missouri	$23.5M	+$10.8M	1	3.31%	Increased
303	Oppenheimer Asset Management New York	$23.4M	-$1.38M	2	0.33%	Reduced
304	Commonwealth Equity Services Waltham, Massachusetts	$23.3M	+$3.41M	4	0.06%	Increased
305	MC Minot Capital Broomfield, Colorado	$23M	$0	1	3.93%	Maintained
306	GII Gryphon International Investment Toronto, Ontario, Canada	$23M	+$24.2M	1	78.34%	New
307	TAL TIG Advisors LLC New York	$22.9M	+$20.6M	1	1.05%	Increased
308	Silvercrest Asset Management New York	$22.8M	-$8.69M	2	0.15%	Reduced
309	Fort Washington Investment Advisors Cincinnati, Ohio	$22.6M	-$3.18M	1	0.14%	Reduced
310	Chicago Capital Chicago, Illinois	$22.6M	-$342K	1	0.86%	Reduced
311	Cubist Systematic Strategies Stamford, Connecticut	$22.6M	+$6.06M	7	0.28%	Increased
312	FP Foundry Partners Minneapolis, Minnesota	$22.1M	+$359K	2	0.79%	Increased
313	DekaBank Deutsche Girozentrale Frankfurt, Germany	$22.1M	+$1.17M	1	0.06%	Increased
314	VOYA Investment Management Atlanta, Georgia	$22M	-$4.09M	4	0.04%	Reduced
315	RG Renaissance Group Covington, Kentucky	$21.8M	+$9.37M	5	0.94%	Increased
316	FI Fosun International Hong Kong, China	$21.1M	+$920K	2	1.08%	Increased
317	Hudson Bay Capital Management Stamford, Connecticut	$20.9M	+$20.5M	1	0.28%	Increased
318	Advisors Asset Management Monument, Colorado	$20.9M	+$846K	7	0.31%	Increased
319	QAM QCI Asset Management Pittsford, New York	$20.8M	+$9.03M	1	1.21%	Increased
320	O'Shaughnessy Asset Management Stamford, Connecticut	$20.8M	+$4.72M	8	0.42%	Increased
321	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$20.6M	+$2.23M	4	0.04%	Increased
322	MFAM Motley Fool Asset Management Alexandria, Virginia	$20.5M	$0	1	1.33%	Maintained
323	CHAM Clear Harbor Asset Management Stamford, Connecticut	$20.1M	-$1.32M	1	0.37%	Reduced
324	AG Ashmore Group London, United Kingdom	$19.7M	-$688K	1	2.55%	Reduced
325	Putnam Investments Boston, Massachusetts	$19.6M	-$134M	2	0.03%	Reduced