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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
326	OppenheimerFunds New York	$1.71M	+$1.72M	1	0%	New
327	GCP GSA Capital Partners London, United Kingdom	$1.71M	+$750K	4	0.14%	Increased
328	Virginia Retirement Systems Richmond, Virginia	$1.71M	+$964K	2	0.04%	Increased
329	TCM Tufton Capital Management Hunt Valley, Maryland	$1.71M	-$6.82K	1	0.4%	Reduced
330	OCM Orleans Capital Management Mandeville, Louisiana	$1.68M	+$73.3K	1	0.92%	Increased
331	Cullen Capital Management New York	$1.6M	+$531K	2	0.05%	Increased
332	Regions Financial Corp Birmingham, Alabama	$1.59M	+$690K	1	0.02%	Increased
333	Jupiter Asset Management London, United Kingdom	$1.56M	+$449K	1	0.07%	Increased
334	First Manhattan New York	$1.55M	+$79.8K	1	0.01%	Increased
335	Veritable Wilmington, Delaware	$1.54M	-$82.3K	1	0.04%	Reduced
336	GAAM Guinness Atkinson Asset Management Pasadena, California	$1.52M	+$220K	1	1.46%	Increased
337	SFM Systematic Financial Management Teaneck, New Jersey	$1.5M	-$1.25M	1	0.01%	Reduced
338	Covington Capital Management Los Angeles, California	$1.46M	+$1.06M	1	0.17%	Increased
339	Sit Investment Associates Minneapolis, Minnesota	$1.45M	$0	1	0.03%	Maintained
340	Jefferies Group New York	$1.42M	+$920K	3	0.01%	Increased
341	AIG American International Group New York	$1.39M	-$60.3K	6	0.01%	Reduced
342	Capital International Inc Los Angeles, California	$1.37M	-$420K	1	0.06%	Reduced
343	1919 Investment Counsel Baltimore, Maryland	$1.37M	$0	1	0.03%	Maintained
344	MLICM Metropolitan Life Insurance Company (MetLife) New York	$1.37M	$0	3	0.01%	Maintained
345	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$1.37M	+$539K	1	0.21%	Increased
346	EVC Eidelman Virant Capital Saint Louis, Missouri	$1.35M	+$1.4M	1	0.7%	New
347	Jacobs Levy Equity Management Florham Park, New Jersey	$1.34M	-$384K	1	0.02%	Reduced
348	Waverton Investment Management London, United Kingdom	$1.32M	+$476K	1	0.08%	Increased
349	CCM Carderock Capital Management Chevy Chase, Maryland	$1.32M	-$23.6K	1	0.77%	Reduced
350	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.32M	-$562K	2	0.02%	Reduced