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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	William Blair & Company Chicago, Illinois	$4.59M	+$503K	1	0.03%	Increased
327	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.53M	-$1.64M	3	0.02%	Reduced
328	Bessemer Group Woodbridge, New Jersey	$4.51M	+$456K	2	0.02%	Increased
329	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$4.44M	-$65.7K	3	0.01%	Reduced
330	STRS Ohio Columbus, Ohio	$4.34M	-$701K	3	0.02%	Reduced
331	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.29M	+$2.02M	3	0.01%	Increased
332	Balyasny Asset Management Chicago, Illinois	$4.23M	+$4.33M	2	0.01%	New
333	Tocqueville Asset Management New York	$4.22M	-$14.5K	1	0.05%	Reduced
334	JIR James Investment Research Alpha, Ohio	$4.18M	-$1.89M	3	0.14%	Reduced
335	GAM GuardCap Asset Management London, United Kingdom	$4.09M	+$4.18M	1	1.71%	New
336	NGA Naples Global Advisors Naples, Florida	$4.08M	+$11K	1	1.2%	Increased
337	CP Cumberland Partners Toronto, Ontario, Canada	$4M	+$138K	1	0.53%	Increased
338	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$4M	-$611K	1	0.01%	Reduced
339	Squarepoint New York	$3.99M	+$2.9M	4	0.07%	Increased
340	KBC Group Brussels, Belgium	$3.98M	-$140K	2	0.03%	Reduced
341	Laird Norton Wetherby Wealth Management San Francisco, California	$3.95M	+$24.8K	2	0.55%	Increased
342	DAM Deltec Asset Management New York	$3.95M	+$4.03M	1	0.8%	New
343	Tokio Marine Asset Management Tokyo, Japan	$3.91M	-$1.45M	1	0.59%	Reduced
344	NMC Nine Masts Capital Central, Hong Kong	$3.91M	+$3.99M	1	0.52%	New
345	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$3.9M	-$452K	1	0.58%	Reduced
346	HGI Hansberger Growth Investors Madison, Wisconsin	$3.88M	-$50.1K	1	5.14%	Reduced
347	VCM Voce Capital Management San Francisco, California	$3.86M	-$883K	1	6.22%	Reduced
348	Paradigm Capital Management Inc Albany, New York	$3.78M	$0	1	0.32%	Maintained
349	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.76M	+$2.88M	1	0.02%	Increased
350	Cambridge Investment Research Advisors Fairfield, Iowa	$3.71M	+$615K	1	0.04%	Increased