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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	Rothschild & Co Asset Management US Stamford, Connecticut	$4.38M	-$4.75M	1	0.05%	Reduced
327	Jacobs Levy Equity Management Florham Park, New Jersey	$4.37M	-$525K	3	0.08%	Reduced
328	Zurich Cantonal Bank Zurich, Switzerland	$4.34M	-$1.73M	5	0.04%	Reduced
329	LAM Lapides Asset Management Greenwich, Connecticut	$4.31M	+$3.06M	1	1.75%	Increased
330	Raymond James Financial Services Advisors St. Petersburg, Florida	$4.28M	-$1.54M	1	0.02%	Reduced
331	GAM GuardCap Asset Management London, United Kingdom	$4.28M	+$30.5K	1	0.83%	Increased
332	CIA CSat Investment Advisory Detroit, Michigan	$4.18M	-$3.38M	1	2.49%	Reduced
333	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.17M	-$178K	1	0.61%	Reduced
334	CP Cumberland Partners Toronto, Ontario, Canada	$4.16M	-$29.1K	1	0.47%	Reduced
335	Brinker Capital Berwyn, Pennsylvania	$4.11M	+$39.7K	2	0.18%	Increased
336	Paradigm Capital Management Inc Albany, New York	$4.07M	$0	1	0.4%	Maintained
337	Nomura Holdings Tokyo, Japan	$4.07M	+$948K	2	0.02%	Increased
338	Segall Bryant & Hamill Chicago, Illinois	$4.07M	-$139K	1	0.07%	Reduced
339	Advisor Group Phoenix, Arizona	$4.04M	+$90.4K	6	0.04%	Increased
340	LWM Lenox Wealth Management Cincinnati, Ohio	$4.04M	-$300K	1	1.36%	Reduced
341	LPL Financial San Diego, California	$3.98M	-$140K	2	0.01%	Reduced
342	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.97M	+$74K	1	1.44%	Increased
343	NGA Naples Global Advisors Naples, Florida	$3.92M	+$33.7K	1	1.12%	Increased
344	AIM Alambic Investment Management Belvedere, California	$3.9M	+$3.7M	2	1.64%	Increased
345	Cubist Systematic Strategies Stamford, Connecticut	$3.85M	+$1.87M	6	0.18%	Increased
346	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3.84M	-$96.5K	2	1.39%	Reduced
347	CWA Asset Management Group Naples, Florida	$3.79M	+$343K	1	0.88%	Increased
348	FIM Frontier Investment Management Dallas, Texas	$3.78M	-$54.7K	1	0.28%	Reduced
349	Shelton Capital Management Denver, Colorado	$3.78M	+$12.8K	1	0.26%	Increased
350	Tocqueville Asset Management New York	$3.78M	+$756K	1	0.06%	Increased