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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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.33M	$0	1	0.04%	Maintained
327	PP Paloma Partners Greenwich, Connecticut	$3.31M	-$888K	1	0.04%	Reduced
328	SSCM Summit Street Capital Management New York	$3.25M	$0	1	3.62%	Maintained
329	Martingale Asset Management Boston, Massachusetts	$3.23M	+$1M	2	0.05%	Increased
330	GE General Electric Evendale, Ohio	$3.22M	-$591K	1	0.02%	Reduced
331	State Board of Administration of Florida Retirement System Tallahassee, Florida	$3.22M	-$18.2K	3	0.01%	Reduced
332	DCM Dynamic Capital Management St. Helier, Jersey	$3.21M	+$2.85M	2	0.38%	Increased
333	Jacobs Levy Equity Management Florham Park, New Jersey	$3.14M	+$150K	2	0.07%	Increased
334	RBA Richard Bernstein Advisors New York	$3.13M	$0	1	0.3%	Maintained
335	William Blair & Company Chicago, Illinois	$3.07M	+$521K	1	0.03%	Increased
336	MC Menta Capital San Francisco, California	$3.03M	+$610K	3	0.42%	Increased
337	CCM Carderock Capital Management Chevy Chase, Maryland	$3.03M	+$379K	1	1.6%	Increased
338	Zurich Cantonal Bank Zurich, Switzerland	$2.98M	-$519K	5	0.04%	Reduced
339	FMT First Mercantile Trust Cordova, Tennessee	$2.93M	-$597K	2	0.37%	Reduced
340	Jefferies Group New York	$2.93M	+$1.25M	3	0.01%	Increased
341	APCM Arbiter Partners Capital Management New York	$2.93M	-$11.9M	1	0.38%	Reduced
342	LPL Financial San Diego, California	$2.9M	-$1.29M	4	0.02%	Reduced
343	BlackRock New York	$2.88M	-$8.17M	5	0%	Reduced
344	ETrade Capital Management Arlington, Virginia	$2.86M	+$74.8K	1	0.15%	Increased
345	GA Geneva Advisors Chicago, Illinois	$2.77M	+$173K	1	0.05%	Increased
346	NGA Naples Global Advisors Naples, Florida	$2.74M	-$70.8K	1	1.12%	Reduced
347	Flossbach Von Storch Cologne, Germany	$2.73M	-$337K	1	0.05%	Reduced
348	Stephens Inc Little Rock, Arkansas	$2.72M	-$26.9K	2	0.12%	Reduced
349	NCIM New Century Investment Management Southfield, Michigan	$2.71M	-$398K	2	1.44%	Reduced
350	Zacks Investment Management Chicago, Illinois	$2.66M	+$1.78M	3	0.08%	Increased