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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	VOYA Investment Management Atlanta, Georgia	$2.48M	+$965K	3	0.01%	Increased
327	CC Casablanca Capital New York	$2.45M	-$227K	1	0.99%	Reduced
328	MIC Meridian Investment Counsel Lafayette, California	$2.44M	-$72.7K	1	2.07%	Reduced
329	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.42M	$0	1	0.08%	Maintained
330	Cullen Capital Management New York	$2.38M	+$769K	1	0.06%	Increased
331	1GA 1st Global Advisors Dallas, Texas	$2.38M	+$2.13M	1	0.44%	New
332	PCM Prelude Capital Management New York	$2.38M	-$70.9K	2	0.32%	Reduced
333	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.27M	-$312K	3	0.01%	Reduced
334	OAM Oxford Asset Management Oxford, United Kingdom	$2.25M	-$18.6M	2	0.07%	Reduced
335	SST S Squared Technology New York	$2.23M	-$465K	1	2.94%	Reduced
336	SCM Sigma Capital Management Stamford, Connecticut	$2.2M	+$867K	1	0.11%	Increased
337	ProShare Advisors Bethesda, Maryland	$2.2M	+$1.97M	3	0.03%	New
338	Needham Investment Management New York	$2.2M	$0	1	0.47%	Maintained
339	LG Leuthold Group Minneapolis, Minnesota	$2.2M	+$770K	2	0.2%	Increased
340	PCM Piermont Capital Management St. Louis, Missouri	$2.19M	+$120K	2	1.06%	Increased
341	Baker Avenue Asset Management San Francisco, California	$2.17M	+$1.95M	1	0.35%	New
342	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$2.17M	+$1.94M	1	0.09%	New
343	CT Coastline Trust Providence, Rhode Island	$2.16M	-$17.9K	1	0.57%	Reduced
344	Tokio Marine Asset Management Tokyo, Japan	$2.15M	-$224K	1	0.14%	Reduced
345	Virginia Retirement Systems Richmond, Virginia	$2.15M	-$192K	2	0.04%	Reduced
346	MAMU Marathon Asset Management (UK) London, United Kingdom	$2.12M	-$10.6K	1	0.05%	Reduced
347	Veritable Wilmington, Delaware	$2.12M	+$285K	1	0.05%	Increased
348	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$2.1M	$0	1	0.18%	Maintained
349	Tocqueville Asset Management New York	$2.1M	+$1.86M	3	0.03%	Increased
350	LPL Financial San Diego, California	$2.08M	+$932K	1	0.01%	Increased